Connect Upstox and Toodledo
Integrate Upstox with Toodledo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Live Quote from Upstox when New Notes Added to Folder in Toodledo folder
Get Profit and Loss Report from Upstox when New Notes Added to Folder in Toodledo folder
Get Today's Trades from Upstox when New Notes Added to Folder in Toodledo folder
List Historical Trades from Upstox when New Notes Added to Folder in Toodledo folder
Get Historical Candles from Upstox when New Task Created in Toodledo
Popular Upstox + Toodledo 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
Toodledo
Automatically do this!
List Tasks
List Notes
Create Outline
Create Task
Delete Tasks by IDs
Create Note
Create Folder
Get Live Quote from Upstox when New Notes Added to Folder in Toodledo folder
Use this flowGet Profit and Loss Report from Upstox when New Notes Added to Folder in Toodledo folder
Use this flowGet Today's Trades from Upstox when New Notes Added to Folder in Toodledo folder
Use this flowList Historical Trades from Upstox when New Notes Added to Folder in Toodledo folder
Use this flowGet Historical Candles from Upstox when New Task Created in Toodledo
Use this flowGet Live Quote from Upstox when New Task Created in Toodledo
Use this flowGet Profit and Loss Report from Upstox when New Task Created in Toodledo
Use this flowGet Today's Trades from Upstox when New Task Created in Toodledo
Use this flowFind Instruments in Upstox when New Task Created in Toodledo
Use this flowGet Historical Candles from Upstox when New Task Created In Folder in Toodledo
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Toodledo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Notes Added to Folder
Triggers when a new note is added to the folder you choose.
New Task Created
Runs when new task is created in Toodledo.
New Task Created In Folder
Runs when a new task is created in the specified folder.
Task Is Completed
Runs when a task is marked completed.
Task Is Starred
Runs when task is starred.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Upstox and Toodledo free
No credit card required. Set up your first workflow in minutes.
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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Toodledo 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 Toodledo 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 Toodledo. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Toodledo, and a separate workflow where Toodledo 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 Toodledo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Toodledo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
