Connect Upstox and Reckon One
Integrate Upstox with Reckon One to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Invoice in Reckon One
Get Live Quote from Upstox when New Invoice in Reckon One
Get Market Quotes from Upstox when New Invoice in Reckon One
Get Profit and Loss Report from Upstox when New Invoice in Reckon One
Get Today's Trades from Upstox when New Invoice in Reckon One
Popular Upstox + Reckon One 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
Reckon One
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Get Historical Candles from Upstox when New Invoice in Reckon One
Use this flowGet Live Quote from Upstox when New Invoice in Reckon One
Use this flowGet Market Quotes from Upstox when New Invoice in Reckon One
Use this flowGet Profit and Loss Report from Upstox when New Invoice in Reckon One
Use this flowGet Today's Trades from Upstox when New Invoice in Reckon One
Use this flowList Historical Trades from Upstox when New Invoice in Reckon One
Use this flowFind Instruments in Upstox when New Invoice in Reckon One
Use this flowGet Historical Candles from Upstox when New Payment in Reckon One
Use this flowGet Live Quote from Upstox when New Payment in Reckon One
Use this flowGet Market Quotes from Upstox when New Payment in Reckon One
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Reckon One .
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggered when a new invoice is created in Reckon One.
New Payment
Triggered when a new payment is recorded in Reckon.
New Receipt
Triggered when a new receipt created in Reckon One.
New Customer Adjustment Note
Triggers when a new customer adjustment note is created.
New Contact
Triggers when new contact is created.
New Item
Triggers when new item is created in Reckon One.
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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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 Reckon One
Reckon One is a comprehensive accounting and bookkeeping software designed to streamline financial management for businesses of all sizes. It offers a range of features including invoicing, expense tracking, payroll management, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Reckon One 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 Reckon One 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 Reckon One . No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Reckon One , and a separate workflow where Reckon One 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 Reckon One . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Reckon One integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
