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.

Google Drive
Trigger: Watch All Files
AlphaInsider
Action: Select an action
1. Select a trigger
  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

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)