Connect Alpaca and Cardly to Build Intelligent Automations

Choose a Trigger

Alpaca

When this happens...

Choose an Action

Cardly

Automatically do this!

Ready to use Alpaca and Cardly automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Triggers when a new order is created

Order Cancelled Automation

Order Cancelled Automation

Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.

Add Contact on Order

Add Contact on Order

When an order is placed, add the customer to the selected Cardly contact list(s).

Order Sent Automation

Order Sent Automation

Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.

Update Contact Address

Update Contact Address

Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.

Undeliverable Contact Alert

Undeliverable Contact Alert

Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.

Do thisActions

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

Place Order

Place Order

Places a new order

Close All Position

Close All Position

Closes all open positions.

Cancel a Order

Cancel a Order

Cancel a specific order by id

Cancel All Order

Cancel All Order

Cancels All the orders

Invite User to Account

Invite User to Account

Send an invitation to join your Cardly account and optionally allow the invitee to use organization credits, gift credits, or saved credit cards.

Create a Contact List

Create a Contact List

Create a new contact list and optionally add a description and custom fields.

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Frequently Asked Questions

How do I start an integration between Alpaca and Cardly?

To start, connect both your Alpaca and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Alpaca triggers actions in Cardly (or vice versa).

Can we customize how data from Alpaca is recorded in Cardly?

Absolutely. You can customize how Alpaca data is recorded in Cardly. This includes choosing which data fields go into which fields of Cardly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Alpaca and Cardly?

The data sync between Alpaca and Cardly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Alpaca to Cardly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Alpaca and Cardly?

Yes, you can set conditional logic to control the flow of data between Alpaca and Cardly. 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.

Alpaca

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.

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Cardly

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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