Connect OneHash CRM and Alpaca to Build Intelligent Automations

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OneHash CRM

When this happens...

Choose an Action

Alpaca

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

New Order

New Order

Triggers when a new order is created

Request a new Trigger for OneHash CRM

Do thisActions

Action is the task that follows automatically within your OneHash CRM integrations.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

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

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Frequently Asked Questions

How do I start an integration between OneHash CRM and Alpaca?

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

Can we customize how data from OneHash CRM is recorded in Alpaca?

Absolutely. You can customize how OneHash 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.

How often does the data sync between OneHash CRM and Alpaca?

The data sync between OneHash CRM 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 OneHash CRM 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 OneHash CRM and Alpaca?

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

OneHash CRM

About OneHash CRM

OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.

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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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