Integrate Upstox with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Company Customer in Simpro
Get Live Quote from Upstox when New Company Customer in Simpro
Get Full Market Quotes from Upstox when New Company Customer in Simpro
Get Profit and Loss Report from Upstox when New Company Customer in Simpro
Get Today's Trades from Upstox when New Company Customer in Simpro
Start from a real workflow other teams are already running.
Upstox
When this happens...
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Get Historical Candles from Upstox when New Company Customer in Simpro
Use this flowGet Live Quote from Upstox when New Company Customer in Simpro
Use this flowGet Full Market Quotes from Upstox when New Company Customer in Simpro
Use this flowGet Profit and Loss Report from Upstox when New Company Customer in Simpro
Use this flowGet Today's Trades from Upstox when New Company Customer in Simpro
Use this flowGet Trade History from Upstox when New Company Customer in Simpro
Use this flowGet Historical Candles from Upstox when Company Customer Updated in Simpro
Use this flowGet Live Quote from Upstox when Company Customer Updated in Simpro
Use this flowGet Full Market Quotes from Upstox when Company Customer Updated in Simpro
Use this flowGet Profit and Loss Report from Upstox when Company Customer Updated in Simpro
Use this flowEverything you can automate between Upstox and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company customer is created
Triggers when a new customer is updated
Triggers when a new individual customer is created
Triggers when a new individual customer is updated
Triggers when a new job is created
Triggers when a job is updated
Action is the task that follows automatically within your Upstox integrations.
Get historical candlestick price data for an instrument over a date range.
Get current price and open, high, low, close values for a specified instrument.
Get current prices and quote details for specified instruments.
Retrieve trade records (paginated), charges breakdown, or a report summary for a selected segment, filtered by financial year or by date range.
Retrieve all trades executed during the current trading day.
Retrieve historical trade records for a selected segment within a specified date range.

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 moreSimpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSign up for a free viaSocket account, then authorize both your Upstox and Simpro 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 Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Simpro, and a separate workflow where Simpro 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 Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.