Connect BoardCRM and Alpaca to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Place Order
Close All Position
Cancel a Order
Cancel All Order
Ready to use BoardCRM and Alpaca 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
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Place Order
Places a new order
Close All Position
Closes all open positions.
Cancel a Order
Cancel a specific order by id
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Frequently Asked Questions
To start, connect both your BoardCRM and Alpaca accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Alpaca (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Alpaca. This includes choosing which data fields go into which fields of Alpaca, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Alpaca 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 BoardCRM and Alpaca. 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 BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn MoreAbout 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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