Connect Upstox and Square
Integrate Upstox with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Customer Created in Square
Get Live Quote from Upstox when New Customer Created in Square
Get Market Quotes from Upstox when New Customer Created in Square
Get Profit and Loss Report from Upstox when New Customer Created in Square
Get Today's Trades from Upstox when New Customer Created in Square
Popular Upstox + Square 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
Square
Automatically do this!
Update a Customer
Add customer to a group
Create Customer
Find Customer
Remove Customer From Group
Create Customer Group
Update a Customer Group
Find Customer Group
Find a Merchant
Get Historical Candles from Upstox when New Customer Created in Square
Use this flowGet Live Quote from Upstox when New Customer Created in Square
Use this flowGet Market Quotes from Upstox when New Customer Created in Square
Use this flowGet Profit and Loss Report from Upstox when New Customer Created in Square
Use this flowGet Today's Trades from Upstox when New Customer Created in Square
Use this flowList Historical Trades from Upstox when New Customer Created in Square
Use this flowFind Instruments in Upstox when New Customer Created in Square
Use this flowGet Historical Candles from Upstox when New Payment Created in Square
Use this flowGet Live Quote from Upstox when New Payment Created in Square
Use this flowGet Market Quotes from Upstox when New Payment Created in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Square.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Refund Created
Triggers when a refund is created.
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 Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Square 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 Square 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 Square. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Square, and a separate workflow where Square 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 Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Square integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
