Trading Automation For Alpaca and Salesflare

How to connect Trading Automation For Alpaca

When new account activities in Trading Automation For Alpaca, create an account in Salesflare.
When new orders in Trading Automation For Alpaca, create an opportunity, then create a contact in Salesflare.

Start a workflow when this happens

Watch account activities — Triggers on new account activity events such as trade fills, dividends, journal entries, and transfers. Each new activity fires as a separate bundle.
Watch orders — Triggers when new orders are submitted or updated. Polls the Alpaca orders API and returns each new order as a separate bundle.

Things Salesflare can make it do

Cancel an order — Cancels an open or pending order by its order ID. Returns an error if the order is already filled, cancelled, or expired.
Close a position — Closes (liquidates) an open position for a given symbol. Optionally close a partial quantity or percentage.
Create an order — Places a new order (market, limit, stop, or stop-limit) to buy or sell a stock. Supports paper and live trading environments.
Get a position — Returns the open position details for a specific stock symbol.
Get account details — Returns your Alpaca account details including balance, buying power, portfolio value, and trading status.

Show 6 more actions

Get an asset — Returns trading details for a specific asset by its ticker symbol or Alpaca asset ID.
Get an order — Retrieves a single order by its Alpaca-assigned UUID.
Get an order by client order ID — Retrieves a single order using your own custom client_order_id. Useful for looking up orders created with your own reference IDs.
Get market clock — Returns the current market state (open/closed), current time, and next market open/close times. Use this to check if the market is currently trading.
Make an API call — Performs an arbitrary authorized API call.
Replace an order — Modifies an existing open order's quantity, limit price, stop price, or time-in-force. The original order is cancelled and a new one is created.

Look up existing records

Close all positions — Liquidates all open positions at market price. Optionally cancels all open orders first. USE WITH CAUTION in live trading environments.
Get market calendar — Returns NYSE trading calendar days with market open and close times. Use to check trading schedule, plan automations around market hours, and skip non-trading days.
List assets — Returns a list of tradable assets. Filter by status (active/inactive) or asset class (US equities, crypto).
List orders — Returns a list of orders filtered by status, date range, symbols, or direction. Supports automatic pagination.
List positions — Returns all currently open positions with unrealized P&L, market values, and cost basis.

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.