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.

Brevo
Trigger: New Event
AlphaInsider
Action: Select an action
1. Select a trigger
  • Triggers when a new email event occurs.

  • Triggers when a new contact is created.

  • Triggers when a new email campaign is created.

  • Triggers when a new folder is created.

  • Triggers when a new list 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)