Connect Copilot and Alpaca to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

Alpaca

Automatically do this!

Ready to use Copilot and Alpaca automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Trigger whenever any new client is created.

New Order

New Order

Triggers when a new order is created

Request a new Trigger for Copilot

Do thisActions

Action is the task that follows automatically within your Copilot integrations.

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

Create Link

Create Link

Creates a link in a specified files channel.

Create Folder

Create Folder

Creates a new folder.

Create File

Create File

Creates a file in a specified files channel.

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 Copilot and Alpaca?

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

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

Absolutely. You can customize how Copilot 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 Copilot and Alpaca?

The data sync between Copilot 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 Copilot 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 Copilot and Alpaca?

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

Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Learn More
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