Connect Upstox and Zoho Books
Integrate Upstox with Zoho Books to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when When a new sales invoice is created in Zoho Books
Get Live Quote from Upstox when When a new sales invoice is created in Zoho Books
Get Market Quotes from Upstox when When a new sales invoice is created in Zoho Books
Get Profit and Loss Report from Upstox when When a new sales invoice is created in Zoho Books
Get Today's Trades from Upstox when When a new sales invoice is created in Zoho Books
Popular Upstox + Zoho Books 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
Zoho Books
Automatically do this!
Create Invoice
Create or Update Customer
Update Invoice
Find Invoices
Create Product or Service
List Organizations
Create Estimate
Find Projects
Find Items
Find Customers
Create Bill
Find Items by SKU
Create a Project
Create Or Update Vendor
Find Purchase Orders
List All Invoices
Send Invoice
Update Customer
Get Historical Candles from Upstox when When a new sales invoice is created in Zoho Books
Use this flowGet Live Quote from Upstox when When a new sales invoice is created in Zoho Books
Use this flowGet Market Quotes from Upstox when When a new sales invoice is created in Zoho Books
Use this flowGet Profit and Loss Report from Upstox when When a new sales invoice is created in Zoho Books
Use this flowGet Today's Trades from Upstox when When a new sales invoice is created in Zoho Books
Use this flowList Historical Trades from Upstox when When a new sales invoice is created in Zoho Books
Use this flowFind Instruments in Upstox when When a new sales invoice is created in Zoho Books
Use this flowGet Historical Candles from Upstox when When a sales invoice is updated in Zoho Books
Use this flowGet Live Quote from Upstox when When a sales invoice is updated in Zoho Books
Use this flowGet Market Quotes from Upstox when When a sales invoice is updated in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Zoho Books.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new sales invoice is created
Runs the workflow automatically whenever a new sales invoice is created in your Zoho Books account.
When a sales invoice is updated
Runs the workflow automatically when a sales invoice is updated in the account.
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
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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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 Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Zoho Books 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 Zoho Books 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 Zoho Books. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Zoho Books, and a separate workflow where Zoho Books 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 Zoho Books. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Zoho Books integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
