Connect salesoptima and Alpaca to Build Intelligent Automations

Choose a Trigger

salesoptima

When this happens...

Choose an Action

Alpaca

Automatically do this!

Enable Integrations or automations with these events of salesoptima and Alpaca

Enable Integrations or automations with these events of salesoptima and Alpaca

Triggers

New Order

New Order

Triggers when a new order is created

Request a new Trigger for salesoptima

Actions

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 salesoptima

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Frequently Asked Questions

How do I start an integration between salesoptima and Alpaca?

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

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

Absolutely. You can customize how salesoptima 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 salesoptima and Alpaca?

The data sync between salesoptima 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 salesoptima 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 salesoptima and Alpaca?

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

salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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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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