Integrate vPlan with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New or Changed Collection in vPlan
Get Live Quote from Upstox when New or Changed Collection in vPlan
Get Full Market Quotes from Upstox when New or Changed Collection in vPlan
Get Profit and Loss Report from Upstox when New or Changed Collection in vPlan
Get Today's Trades from Upstox when New or Changed Collection in vPlan
Start from a real workflow other teams are already running.
vPlan
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted
Upstox
Automatically do this!
Get Historical Candles
Get Live Quote
Get Full Market Quotes
Get Profit and Loss Report
Get Today's Trades
Get Trade History
Get Historical Candles from Upstox when New or Changed Collection in vPlan
Use this flowGet Live Quote from Upstox when New or Changed Collection in vPlan
Use this flowGet Full Market Quotes from Upstox when New or Changed Collection in vPlan
Use this flowGet Profit and Loss Report from Upstox when New or Changed Collection in vPlan
Use this flowGet Today's Trades from Upstox when New or Changed Collection in vPlan
Use this flowGet Trade History from Upstox when New or Changed Collection in vPlan
Use this flowGet Historical Candles from Upstox when New or Updated Card in vPlan
Use this flowGet Live Quote from Upstox when New or Updated Card in vPlan
Use this flowGet Full Market Quotes from Upstox when New or Updated Card in vPlan
Use this flowGet Profit and Loss Report from Upstox when New or Updated Card in vPlan
Use this flowEverything you can automate between vPlan and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is added or changed.
Triggers when a card is added or updated.
Triggers when a label is attached or detached from a card.
Triggers when a resource is attached or detached from a card.
Triggers when a new comment is added or changed.
Triggers when a card is deleted.
Action is the task that follows automatically within your vPlan integrations.
Create a new Activity.
Create a new resource.
Get historical candlestick price data for an instrument over a date range.
Get current price and open, high, low, close values for a specified instrument.
Get current prices and quote details for specified instruments.
Retrieve trade records (paginated), charges breakdown, or a report summary for a selected segment, filtered by financial year or by date range.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.

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.

Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

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
No credit card required. Set up your first workflow in minutes.
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 moreSign up for a free viaSocket account, then authorize both your vPlan and Upstox 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 vPlan and Upstox 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 Upstox. No coding required.
Yes. You can set up a workflow where vPlan triggers actions in Upstox, and a separate workflow where Upstox triggers actions in vPlan. 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 vPlan and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire vPlan and Upstox integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.