Connect Helpwise and Alpaca to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Helpwise
Choose an Action
Automatically do this!
Place Order
Close All Position
Cancel a Order
Cancel All Order
Use the Built-in Integrations
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 Helpwise integrations.
Assign Conversation
Assign Conversation to User
Add Note
Adds a Note in the Conversation
Create Contact
Create your contact in Helpwise from your favorite app.
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 Helpwise and Alpaca accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Alpaca (or vice versa).
Absolutely. You can customize how Helpwise 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 Helpwise 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 Helpwise 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 Helpwise
Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.
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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