Connect Alpaca and Copilot to Build Intelligent Automations

Choose a Trigger

Alpaca

When this happens...

Choose an Action

Copilot

Automatically do this!

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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

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Alpaca

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 Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

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Frequently Asked Questions

How do I start an integration between Alpaca and Copilot?

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

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

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

How often does the data sync between Alpaca and Copilot?

The data sync between Alpaca and Copilot 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 Copilot?

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 Copilot?

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

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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