Connect Upstox and Nutshell
Integrate Upstox with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Lead Created in Nutshell
Get Live Quote from Upstox when New Lead Created in Nutshell
Get Market Quotes from Upstox when New Lead Created in Nutshell
Get Profit and Loss Report from Upstox when New Lead Created in Nutshell
Get Today's Trades from Upstox when New Lead Created in Nutshell
Popular Upstox + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Upstox
When this happens...
- Request a new Trigger for Upstox
Choose an action
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
List Tags
Find Customers
Find Leads
Create Person
Create Lead
Create Tag
Get Historical Candles from Upstox when New Lead Created in Nutshell
Use this flowGet Live Quote from Upstox when New Lead Created in Nutshell
Use this flowGet Market Quotes from Upstox when New Lead Created in Nutshell
Use this flowGet Profit and Loss Report from Upstox when New Lead Created in Nutshell
Use this flowGet Today's Trades from Upstox when New Lead Created in Nutshell
Use this flowList Historical Trades from Upstox when New Lead Created in Nutshell
Use this flowFind Instruments in Upstox when New Lead Created in Nutshell
Use this flowGet Historical Candles from Upstox when New Lead Marked Won in Nutshell
Use this flowGet Live Quote from Upstox when New Lead Marked Won in Nutshell
Use this flowGet Market Quotes from Upstox when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
Do thisActions
Action is the task that follows automatically within your Upstox integrations.
Get Historical Candles
Retrieve historical candlestick (open/high/low/close) price data for an instrument over a specified date range and interval.
Get Live Quote
Get current price and open, high, low, close values for a specified instrument.
Get Market Quotes
Get current prices and quote details for specified instruments.
Get Profit and Loss Report
Retrieve profit-and-loss data for a segment—trade records (paginated), charges breakdown, or a report summary. Filter by financial year or by fixed or relative date range.
Get Today's Trades
Retrieve all trades executed during the current trading day.
List Historical Trades
Retrieve historical trades for a segment and date range (data limited to the last 3 financial years). Supports relative date filters and pagination.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Upstox
Upstox is a leading platform for trading and investment, offering a range of financial services including stock trading, mutual funds, and more. It provides users with advanced tools and insights to make informed investment decisions.
Learn more
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Nutshell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Upstox and Nutshell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nutshell. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Upstox. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Upstox and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
