Alpaca

Analytics, Developer Tools

MyDocSafe

Document Management, E-Signature

Integrations Alpaca MyDocSafe

Create integrations between Alpaca and MyDocSafe

Create a Folder in Mydocsafe when New Order in Alpaca

Create a Portal in Mydocsafe when New Order in Alpaca

Create a Portal Group in Mydocsafe when New Order in Alpaca

Account Info from Alpaca when Document is Signed in Mydocsafe

Place Order with Alpaca when Document is Signed in Mydocsafe

Close All Position in Alpaca when Document is Signed in Mydocsafe

Cancel a Order in Alpaca when Document is Signed in Mydocsafe

Cancel All Order in Alpaca when Document is Signed in Mydocsafe

Account Info from Alpaca when Form is submitted in Mydocsafe

Place Order with Alpaca when Form is submitted in Mydocsafe

Actions and Triggers

Actions

Account Info

Get the account info

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

Create a Folder

Create Folder in a specific parent folder

Triggers

New Order

Triggers when a new order is created

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Triggers when a document sign request is sent.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

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