Full list

Supported Triggers & Actions

Everything you can automate between Upstox and Youform.

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission Arrives

New Submission Arrives

runs when New Submission Arrives

Request a new Trigger for Upstox

Do thisActions

Action is the task that follows automatically within your Upstox integrations.

Get Historical Candles

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 Live Quote

Get current price and open, high, low, close values for a specified instrument.

Get Market Quotes

Get Market Quotes

Get current prices and quote details for specified instruments.

Get Profit and Loss Report

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

Get Today's Trades

Retrieve all trades executed during the current trading day.

List Historical Trades

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.

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 + Youform
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.

Learn more
Integrations Youform
Youform + Upstox
Youform logo

About Youform

Youform is a versatile platform designed to streamline the creation and management of online forms and surveys. Ideal for businesses and individuals looking to gather data efficiently, Youform offers customizable templates and advanced analytics to enhance user engagement and data collection.

Learn more

Frequently Asked Questions

How do I connect Upstox and Youform?

Sign up for a free viaSocket account, then authorize both your Upstox and Youform 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 Youform 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 Youform?

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

Can the integration run in both directions?

Yes. You can set up a workflow where Upstox triggers actions in Youform, and a separate workflow where Youform 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 Youform. 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 Youform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.