Connect Upstox and Unify
Integrate Upstox with Unify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Upstox + Unify 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
Unify
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Get Historical Candles from Upstox when New Assistant in Unify
Use this flowGet Live Quote from Upstox when New Assistant in Unify
Use this flowGet Market Quotes from Upstox when New Assistant in Unify
Use this flowGet Profit and Loss Report from Upstox when New Assistant in Unify
Use this flowGet Today's Trades from Upstox when New Assistant in Unify
Use this flowList Historical Trades from Upstox when New Assistant in Unify
Use this flowFind Instruments in Upstox when New Assistant in Unify
Use this flowGet Historical Candles from Upstox when New Queries in Unify
Use this flowGet Live Quote from Upstox when New Queries in Unify
Use this flowGet Market Quotes from Upstox when New Queries in Unify
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Unify.
When this happensTriggers
A trigger is an event that starts a workflow.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
Interface Checkpoint Created
Triggers when a interface checkpoint is created.
New Tab
Triggers when a new tab is created in a specific interface.
New Tile
Triggers when a new tile is created in a specific tab.
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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Unify 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 Unify 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 Unify. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Unify, and a separate workflow where Unify 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 Unify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Unify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
