Upstox automation workflows for trading and investment ops
Turn Upstox trade fills into Google Sheets, send mutual fund confirmations to Gmail, and keep portfolio updates ready for finance teams.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Upstox.
Update records in Upstox automatically when data changes in the apps your team already uses.
Log Upstox activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Upstox
Ready-made flows built with Upstox — preview one, then make it yours.
Available Events and Actions
Enable Integrations or automations with these events of Upstox
When this happensTrigger
No trigger available
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 trade records , a charges breakdown, or a report summary for a selected segment, filtered by financial year or by date range.
Get Today's Trades
Retrieve all trades executed during the current trading day.
List Historical Trades
Retrieve historical trade records for a segment and date range (available for the last 3 financial years).
Real-world use cases of Upstox integrations
See how Upstox integrates with popular apps to automate tasks and streamline your workflow.
Capture executed Upstox trades in Google Sheets for daily reconciliation and reporting.
Send mutual fund purchase confirmations from Upstox to Gmail for client follow-up.
Create HubSpot tasks when a new Upstox lead submits a brokerage interest form.
Record settled Upstox withdrawals in QuickBooks for finance review and month-end closing.
Sync Upstox portfolio updates to your CRM after large holdings changes.
Route Upstox trade alerts into a database for operations teams tracking exceptions.
How to get started with Upstox automations
Automate when something happens in Upstox
Login -> Create new flow -> Select trigger -> Search Upstox -> Choose the trigger from the list
Take action in Upstox when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Upstox -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
You can automate flows such as syncing trade and portfolio data into your CRM or sheets, sending investor updates, triggering team alerts on large or unusual activity, feeding data into dashboards, and routing events to sales, advisory, or compliance teams.
No. viaSocket is designed for business users. You define triggers like “when a new trade is executed” and actions like “update CRM and send a summary email,” all through a guided, no-code interface.
viaSocket can connect Upstox data to AI so you can turn raw trading and portfolio information into clear explanations, investor-ready summaries, and internal insights. AI can draft client messages, highlight risks, or summarize performance based on your rules.
Yes. You can build workflows that collect key metrics from Upstox—such as assets under management, P&L, or trade volumes—and send them as scheduled reports to email, chat tools, or BI dashboards.
viaSocket is built for business workflows and treats connected accounts and data securely. You control what is shared in each workflow, and only the apps and people you choose receive the information.
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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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