Connect Xodo Sign and Upstox to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Get Historical Candles
Get Live Quote
Get Full Market Quotes
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
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.
Know More About Xodosign and Upstox Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Upstox accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Upstox (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Upstox. This includes choosing which data fields go into which fields of Upstox, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Upstox typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xodo Sign and Upstox. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn MoreAbout 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.
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