Connect Upstox and Smartsheet to Build Intelligent Automations

Choose a Trigger

Upstox

When this happens...

Choose an Action

Smartsheet

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Row

New Row

Triggers when a new row is added to a sheet.

Updated Row

Updated Row

Triggers when a row is updated in a sheet.

New Attachment

New Attachment

Triggers when a new attachment is added to a row.

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

Get historical candlestick price data for an instrument over a date range.

Get Live Quote

Get Live Quote

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

Get Full Market Quotes

Get Full Market Quotes

Get current prices and quote details for specified instruments.

Add Attachment to Row

Add Attachment to Row

Attaches a file to an existing row.

Copy Row

Copy Row

Copies a row from one sheet to another.

Move Row

Move Row

Moves a row from one sheet to another.

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Frequently Asked Questions

How do I start an integration between Upstox and Smartsheet?

To start, connect both your Upstox and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in Smartsheet (or vice versa).

Can we customize how data from Upstox is recorded in Smartsheet?

Absolutely. You can customize how Upstox data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Upstox and Smartsheet?

The data sync between Upstox and Smartsheet typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Upstox to Smartsheet?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Upstox and Smartsheet?

Yes, you can set conditional logic to control the flow of data between Upstox and Smartsheet. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Upstox

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.

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Smartsheet

About Smartsheet

Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.

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