Integrate Upstox and Wealthbox CRM with viaSocket
Upstox already connects with hundreds of apps. Wealthbox CRM 's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Upstox and Wealthbox CRM .
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Upstox integrations.
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.
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
Retrieve all trades executed during the current trading day.
Get Trade History
Retrieve historical trade records for a selected segment within a specified date range.
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 moreSimilar apps
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM . No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Wealthbox CRM , and a separate workflow where Wealthbox CRM 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 Wealthbox CRM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Wealthbox CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
