Connect Club Planner and Alpaca to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Alpaca

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Triggers when a new order is created

Request a new Trigger for Club Planner

Do thisActions

Action is the task that follows automatically within your Club Planner integrations.

Create Prospect

Create Prospect

Add a new prospect.

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 Club Planner

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Frequently Asked Questions

How do I start an integration between Club Planner and Alpaca?

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

Can we customize how data from Club Planner is recorded in Alpaca?

Absolutely. You can customize how Club Planner 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.

How often does the data sync between Club Planner and Alpaca?

The data sync between Club Planner and Alpaca 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 Club Planner to Alpaca?

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 Club Planner and Alpaca?

Yes, you can set conditional logic to control the flow of data between Club Planner 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.

Club Planner

About Club Planner

ClubPlanner let's you manage your new sales and retention better!

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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.

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