Connect Alpaca and upsales to Build Intelligent Automations

Choose a Trigger

Alpaca

When this happens...

Choose an Action

upsales

Automatically do this!

Enable Integrations or automations with these events of Alpaca and upsales

Enable Integrations or automations with these events of Alpaca and upsales

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

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 upsales?

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

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

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

How often does the data sync between Alpaca and upsales?

The data sync between Alpaca and upsales 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 upsales?

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 upsales?

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

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

Learn More