Full list

Supported Triggers & Actions

Everything you can automate between Upstox and TidyCal.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new booking is created

When a new booking is created

Runs the workflow automatically whenever a new booking is created in the account.

When a booking is cancelled

When a booking is cancelled

Runs the workflow automatically whenever a booking is cancelled in TidyCal.

When a booking is rescheduled

When a booking is rescheduled

Runs the workflow automatically whenever a booking is rescheduled in the account.

When a new booking type is created

When a new booking type is created

Runs the workflow automatically whenever a new booking type is created in the account.

When a new contact is created

When a new contact is created

Runs the workflow automatically whenever a new contact is created in the account.

When a new booking is created for a team

When a new booking is created for a team

Runs the workflow automatically whenever a new booking is created for the selected team.

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.

Get Profit and Loss Report

Get Profit and Loss Report

Retrieve trade records (paginated), charges breakdown, or a report summary for a selected segment, filtered by financial year or by date range.

Get Today's Trades

Get Today's Trades

Retrieve all trades executed during the current trading day.

Get Trade History

Get Trade History

Retrieve historical trade records for a selected segment within a specified date range.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Upstox
Upstox + TidyCal
Upstox logo

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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Integrations TidyCal
TidyCal + Upstox
TidyCal logo

About TidyCal

TidyCal is a simple, user-friendly scheduling tool designed to streamline the process of booking appointments and meetings. It allows users to set up their availability and share personalized booking links, making it easy for others to schedule time with them. TidyCal integrates with various calendar platforms, such as Google Calendar and Outlook, to automatically sync events and avoid double bookings. It’s popular for its clean interface, customizable settings, and time-saving features for both individuals and teams.

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Frequently Asked Questions

How do I connect Upstox and TidyCal?

Sign up for a free viaSocket account, then authorize both your Upstox and TidyCal 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Upstox and TidyCal as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Upstox to TidyCal?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TidyCal. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Upstox triggers actions in TidyCal, and a separate workflow where TidyCal triggers actions in Upstox. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Upstox and TidyCal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Upstox and TidyCal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.