Keep Alpaca trade signals visible in Salesforce
Send a signal from your Alpaca strategy and let Notis put the review task where your team already tracks follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Trade signals can disappear into logs or chat, leaving nobody sure which ones need review.
- Capture each incoming signal as a trackable follow-up.
- Keep symbol and strategy context with the task.
- Reduce manual copying from trading alerts into Salesforce.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Salesforce once in the Notis portal.
- 2Create an automation named Alpaca trade signal review.
- 3Tell Notis to create a Salesforce task for each incoming signal and include its symbol, side, quantity, strategy, and timestamp when present.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real example signal to test the task.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. Configure your Alpaca strategy or another system that receives Alpaca data to send the signal payload.
Does it place or change trades?
No. This workflow creates a Salesforce task for review; it does not submit, cancel, or modify Alpaca orders.
What if the signal has no quantity or strategy?
Notis can include only details present in the incoming request. Ask it to leave missing details out rather than infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Salesforce. A trigger fires from one place; an action lands in another.
Alpaca triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Alpaca and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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