Connect Alpaca and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of Alpaca and Method CRM
Enable Integrations or automations with these events of Alpaca and Method 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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Frequently Asked Questions
To start, connect both your Alpaca and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Alpaca triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Alpaca data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Alpaca and Method 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 Method 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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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