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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
Task Created
Triggers when a new task is created
Record Created
Triggers when a record,such as company ,person or deal is Created.
Record Updated
Triggers when a record such as a person,company and deal is updated.
Record Deleted
Triggers when a record such as person,company or deal is deleted.
List Entry Created
Triggers when a record , such as a person , company or a deal is added to a list.
Do thisActions
Action is the task that follows automatically within your Alpaca integrations.
Place Order
Places a new order
Close All Position
Closes all open positions.
Cancel a Order
Cancel a specific order by id
Cancel All Order
Cancels All the orders
Create List Entry
Add a record to a specified list or set the values for the new list.
Create Note
Creates a new note in given account.
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Frequently Asked Questions
To start, connect both your Alpaca and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in Alpaca triggers actions in Attio (or vice versa).
Absolutely. You can customize how Alpaca data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between Alpaca and Attio 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 Alpaca and Attio. 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 Alpaca
Alpaca is a platform that provides commission-free trading APIs for stocks and other financial instruments. It allows developers to build and automate their trading strategies with ease.
Learn MoreAbout Attio
Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
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