Connect Alpaca and salesoptima to Build Intelligent Automations

Choose a Trigger

Alpaca

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Alpaca and salesoptima

Enable Integrations or automations with these events of Alpaca and salesoptima

Triggers

New Order

New Order

Triggers when a new order is created

Request a new Trigger for Alpaca

Actions

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

Request a new Action for Alpaca

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Alpaca and salesoptima?

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

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

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

How often does the data sync between Alpaca and salesoptima?

The data sync between Alpaca and salesoptima 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 salesoptima?

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 salesoptima?

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

Learn More
salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

Learn More