Connect Alpaca and crm-people to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Choose an Action
Automatically do this!
- Request a new Action for crm-people
Enable Integrations or automations with these events of Alpaca and crm-people
Enable Integrations or automations with these events of Alpaca and crm-people
Triggers
New Order
Triggers when a new order is created
Actions
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
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Alpaca and crm-people accounts to viaSocket. Once connected, you can set up a workflow where an event in Alpaca triggers actions in crm-people (or vice versa).
Absolutely. You can customize how Alpaca data is recorded in crm-people. This includes choosing which data fields go into which fields of crm-people, setting up custom formats, and filtering out unwanted information.
The data sync between Alpaca and crm-people 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 crm-people. 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.
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