Connect Customers.ai and Alpaca to Build Intelligent Automations

Choose a Trigger

Customers.ai

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 Customers.ai

Do thisActions

Action is the task that follows automatically within your Customers.ai integrations.

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

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 Customers.ai

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Frequently Asked Questions

How do I start an integration between Customers.ai and Alpaca?

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

Can we customize how data from Customers.ai is recorded in Alpaca?

Absolutely. You can customize how Customers.ai 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 Customers.ai and Alpaca?

The data sync between Customers.ai 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 Customers.ai 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 Customers.ai and Alpaca?

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

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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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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