Connect Alpaca and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Choose an Action
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Ready to use Alpaca and TidyHQ automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
Contact Group Removed
This triggers when a contact is removed from a group.
Do thisActions
Action is the task that follows automatically within your Alpaca integrations.
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 Contact
Creates a new contact.
Update Contact
Updates an existing contact.
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Frequently Asked Questions
To start, connect both your Alpaca and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Alpaca triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Alpaca data is recorded in TidyHQ. This includes choosing which data fields go into which fields of TidyHQ, setting up custom formats, and filtering out unwanted information.
The data sync between Alpaca and TidyHQ 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 TidyHQ. 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 TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
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