Connect Upstox and Parallel
Integrate Upstox with Parallel to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when Template Used in Parallel
Get Profit and Loss Report from Upstox when Profile Closed in Parallel
Get Live Quote from Upstox when Profile Relationship Removed in Parallel
Get Live Quote from Upstox when Profile Relationship Created in Parallel
Get Historical Candles from Upstox when Signature Started in Parallel
Popular Upstox + Parallel 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
Parallel
Automatically do this!
Comment on a Parallel
Tag a Parallel
Create Parallel
Rename Parallel
Find Parallel
Delete Parallel
Rename Template
Close Parallel
Reopen Parallel
Get a Parallel
Get a Template
Get a Contact
Untag a Parallel
Associate a Profile
Disassociate a Profile
Get Historical Candles from Upstox when Template Used in Parallel
Use this flowGet Profit and Loss Report from Upstox when Profile Closed in Parallel
Use this flowGet Live Quote from Upstox when Profile Relationship Removed in Parallel
Use this flowGet Live Quote from Upstox when Profile Relationship Created in Parallel
Use this flowGet Historical Candles from Upstox when Signature Started in Parallel
Use this flowFind Instruments in Upstox when Profile Closed in Parallel
Use this flowGet Historical Candles from Upstox when Profile Associated with Parallel
Use this flowGet Market Quotes from Upstox when Template Used in Parallel
Use this flowList Historical Trades from Upstox when Profile Relationship Created in Parallel
Use this flowGet Market Quotes from Upstox when Delete Scheduled Message in Parallel
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Parallel.
When this happensTriggers
A trigger is an event that starts a workflow.
New Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
A user sent a message
when a user sends a message or reply inside a Parallel form or conversation.
Profile Created
Triggers when new profile is created.
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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AI will build it for you
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 Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Parallel 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 Parallel 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 Parallel. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Parallel, and a separate workflow where Parallel 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 Parallel. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Parallel integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
