Connect Upstox and Thoughtly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upstox
Choose an Action
Automatically do this!
Search User Details
Create Contact
Delete Contact
Call Contact
Search Calls
Search Contacts
Search Agents
Enable Integrations or automations with these events of Upstox and Thoughtly
Enable Integrations or automations with these events of Upstox and Thoughtly
Actions
Get Historical Candles
Get historical candlestick price data for an instrument over a date range.
Get Live Quote
Get current price and open, high, low, close values for a specified instrument.
Get Full Market Quotes
Get current prices and quote details for specified instruments.
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
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Frequently Asked Questions
To start, connect both your Upstox and Thoughtly accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in Thoughtly (or vice versa).
Absolutely. You can customize how Upstox data is recorded in Thoughtly. This includes choosing which data fields go into which fields of Thoughtly, setting up custom formats, and filtering out unwanted information.
The data sync between Upstox and Thoughtly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Upstox and Thoughtly. 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.
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 MoreAbout Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
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