Connect Alpaca and Clicksign to Build Intelligent Automations

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Alpaca

When this happens...

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Clicksign

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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

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Signer Removed

Triggers when a signers are removed from a document.

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

Create Document

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

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Frequently Asked Questions

How do I start an integration between Alpaca and Clicksign?

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

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

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

How often does the data sync between Alpaca and Clicksign?

The data sync between Alpaca and Clicksign 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 Clicksign?

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 Clicksign?

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

About Clicksign

Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.

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