Connect Enrich CRM and Alpaca to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Enrich CRM
Choose an Action
Automatically do this!
Place Order
Close All Position
Cancel a Order
Cancel All Order
Ready to use Enrich CRM and Alpaca automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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 Enrich CRM integrations.
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
Place Order
Places a new order
Close All Position
Closes all open positions.
Cancel a Order
Cancel a specific order by id
Cancel All Order
Cancels All the orders
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Frequently Asked Questions
To start, connect both your Enrich CRM and Alpaca accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Alpaca (or vice versa).
Absolutely. You can customize how Enrich CRM 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 Enrich CRM 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 Enrich CRM 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 Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
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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