Connect Alpaca and Evolved Metrics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Choose an Action
Automatically do this!
- Request a new Action for Evolved Metrics CRM
Enable Integrations or automations with these events of Alpaca and Evolved Metrics CRM
Enable Integrations or automations with these events of Alpaca and Evolved Metrics CRM
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Alpaca and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Alpaca triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Alpaca data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Alpaca and Evolved Metrics CRM 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 Evolved Metrics CRM. 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 Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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