Connect Upstox and Scoro
Integrate Upstox with Scoro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Upstox + Scoro 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
Scoro
Automatically do this!
Add Comment to a Project
List all Projects
List all Contacts
List all Calendar Events
List all Tasks
List all Time Entries
List all Invoices
List all Quotes
List all Bills
List all Expenses
List all Purchase Orders
List all Products
List all Bookings
List all Activities
List all Users
List all Client Profiles
List all Time Offs
Find User
Add Comment to a Task
Create Calendar Event
Create Receipt
Find Quote
Find Project
Find Person
Find Invoice
Find Company
Find Task by Custom Field
Create Task
Get Historical Candles from Upstox when Task Created in Scoro
Use this flowGet Live Quote from Upstox when Task Created in Scoro
Use this flowGet Market Quotes from Upstox when Task Created in Scoro
Use this flowGet Profit and Loss Report from Upstox when Task Created in Scoro
Use this flowGet Today's Trades from Upstox when Task Created in Scoro
Use this flowList Historical Trades from Upstox when Task Created in Scoro
Use this flowFind Instruments in Upstox when Task Created in Scoro
Use this flowGet Historical Candles from Upstox when Task Updated in Scoro
Use this flowGet Live Quote from Upstox when Task Updated in Scoro
Use this flowGet Market Quotes from Upstox when Task Updated in Scoro
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Scoro.
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Trigger when task is created.
Task Updated
Trigger when an existing task is updated.
Task Deleted
Trigger when an existing task deleted.
Calendar Deleted
Trigger when an existing Calendar deleted.
Calendar created
Trigger when a Calender created.
Calendar Updated
Trigger when an existing Calender updated.
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 Scoro
Scoro is a software-as-a-service solution[buzzword] for professional and creative services. The all-in-one business management software combines project management with time and team management, sales, billing, and professional services automation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Scoro 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 Scoro 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 Scoro. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Scoro, and a separate workflow where Scoro 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 Scoro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Scoro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
