Integrate Upstox with Teamwork Desk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Ticket in Teamwork Desk
Get Live Quote from Upstox when New Ticket in Teamwork Desk
Get Market Quotes from Upstox when New Ticket in Teamwork Desk
Get Profit and Loss Report from Upstox when New Ticket in Teamwork Desk
Get Today's Trades from Upstox when New Ticket in Teamwork Desk
Start from a real workflow other teams are already running.
Upstox
When this happens...
Teamwork Desk
Automatically do this!
Create Customer
Assign Ticket
Link tasks to ticket
Unassign Ticket
Update Customer
Update Ticket
Create a Ticket
Get Historical Candles from Upstox when New Ticket in Teamwork Desk
Use this flowGet Live Quote from Upstox when New Ticket in Teamwork Desk
Use this flowGet Market Quotes from Upstox when New Ticket in Teamwork Desk
Use this flowGet Profit and Loss Report from Upstox when New Ticket in Teamwork Desk
Use this flowGet Today's Trades from Upstox when New Ticket in Teamwork Desk
Use this flowList Historical Trades from Upstox when New Ticket in Teamwork Desk
Use this flowFind Instruments in Upstox when New Ticket in Teamwork Desk
Use this flowGet Historical Candles from Upstox when New Customer in Teamwork-desk
Use this flowGet Live Quote from Upstox when New Customer in Teamwork-desk
Use this flowGet Market Quotes from Upstox when New Customer in Teamwork-desk
Use this flowEverything you can automate between Upstox and Teamwork Desk.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new ticket is created.
Triggers when a new customer is added.
Triggers when a customer's details are updated.
Triggers when a new note is added to a ticket.
Triggers when a ticket is assigned to a team member.
Ticket Unassigned
Action is the task that follows automatically within your Upstox integrations.
Retrieve historical candlestick (open/high/low/close) price data for an instrument over a specified date range and interval.
Get current price and open, high, low, close values for a specified instrument.
Get current prices and quote details for specified instruments.
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.
Retrieve all trades executed during the current trading day.
Retrieve historical trades for a segment and date range (data limited to the last 3 financial years). Supports relative date filters and pagination.

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.
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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 moreTeamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
Learn moreSign up for a free viaSocket account, then authorize both your Upstox and Teamwork Desk 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 Teamwork Desk 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 Teamwork Desk. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Teamwork Desk, and a separate workflow where Teamwork Desk 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 Teamwork Desk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Teamwork Desk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.