Full list

Supported Triggers & Actions

Everything you can automate between Upstox and Process Street.

When this happensTriggers

A trigger is an event that starts a workflow.

New Workflow Run

New Workflow Run

Triggers when a workflow is run.

Workflow Run Completed

Workflow Run Completed

Triggers when a workflow run is completed.

New Task Checked

New Task Checked

Triggers when a task is checked off in a workflow.

Task Ready

Task Ready

Triggers when a task is ready to be worked on.

Data Set Record Created

Data Set Record Created

Triggers when a new record is added to a data set.

Data Set Record Updated

Data Set Record Updated

Triggers when an existing record is updated in a data set.

Request a new Trigger for Upstox

Do thisActions

Action is the task that follows automatically within your Upstox integrations.

Get Historical Candles

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 Live Quote

Get current price and open, high, low, close values for a specified instrument.

Get Market Quotes

Get Market Quotes

Get current prices and quote details for specified instruments.

Get Profit and Loss Report

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

Get Today's Trades

Retrieve all trades executed during the current trading day.

List Historical Trades

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Upstox
Upstox + Process Street
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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

Frequently Asked Questions

How do I connect Upstox and Process Street?

Sign 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.

Does this integration work in real time?

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.

Can I control which data gets sent from Upstox to Process Street?

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.

Can the integration run in both directions?

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.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

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.

Do I need to know how to code to set this up?

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.