Integrate Upstox with Process Street to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Workflow Run in Process-street
Get Live Quote from Upstox when New Workflow Run in Process-street
Get Market Quotes from Upstox when New Workflow Run in Process-street
Get Profit and Loss Report from Upstox when New Workflow Run in Process-street
Get Today's Trades from Upstox when New Workflow Run in Process-street
Start from a real workflow other teams are already running.
Upstox
When this happens...
Process Street
Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
Get Historical Candles from Upstox when New Workflow Run in Process-street
Use this flowGet Live Quote from Upstox when New Workflow Run in Process-street
Use this flowGet Market Quotes from Upstox when New Workflow Run in Process-street
Use this flowGet Profit and Loss Report from Upstox when New Workflow Run in Process-street
Use this flowGet Today's Trades from Upstox when New Workflow Run in Process-street
Use this flowList Historical Trades from Upstox when New Workflow Run in Process-street
Use this flowFind Instruments in Upstox when New Workflow Run in Process-street
Use this flowGet Historical Candles from Upstox when Workflow Run Completed in Process Street
Use this flowGet Live Quote from Upstox when Workflow Run Completed in Process Street
Use this flowGet Market Quotes from Upstox when Workflow Run Completed in Process Street
Use this flowEverything you can automate between Upstox and Process Street.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a workflow is run.
Triggers when a workflow run is completed.
Triggers when a task is checked off in a workflow.
Triggers when a task is ready to be worked on.
Triggers when a new record is added to a data set.
Triggers when an existing record is updated in a data set.
Action is the task that follows automatically within your Upstox integrations.
Retrieve historical candlestick (open/high/low/close) price data for an instrument over a specified date range and interval.
Get current price and open, high, low, close values for a specified instrument.
Get current prices and quote details for specified instruments.
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.
Retrieve all trades executed during the current trading day.
Retrieve historical trades for a segment and date range (data limited to the last 3 financial years). Supports relative date filters and pagination.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreAutomate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
Learn moreSign up for a free viaSocket account, then authorize both your Upstox and Process Street 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 Process Street 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 Process Street. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Process Street, and a separate workflow where Process Street 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 Process Street. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Process Street integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.