Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Airtable
Trigger: Watch new comments
AlphaInsider
Action: Select an action
1. Select a trigger
  • Triggers when a new comment is added to a record.

  • Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

  • Triggers when a new response is submitted.

2. Select an action
  • New order from webhook. Note, you can only go fully in or out of a position.

  • Performs any authorized AlphaInsider API call.

  • Send multiple position allocations to your AlphaInsider strategies in a single request.

Select a trigger and an action

Create workflow (opens in a new tab)