Finance & Accounting
Connect Alpaca to Sortment
Connect Alpaca to Sortment so its AI agents can use billing and payment data to trigger renewal, payment and upgrade campaigns. You approve every change.
- Actions
- 100
- Triggers
- —
- Authentication
- API Key, OAuth2
- Category
- Finance & Accounting
What Sortment's agents can do in Alpaca
100 actions. The ones lifecycle programs use most are shown first.
- Update Account Configurations
- Add Asset to Watchlist
- Add Asset to Watchlist by Name
- Create Watchlist
- Create Watchlist
- Update Trading Configurations
- Update Watchlist By ID
- Update Watchlist By Name
- Update Watchlist By Name (v2)
- Get Account
- Get Account Activities
- Get Account Activities V2
- Get Account Activities By Activity Type
- Get Account Configurations
- Get Account Portfolio History
- Get Account Portfolio History
- Get All Account Positions
- Get All Orders
- List account positions
- Get Subscription
- Upload Account CIP Information
- Get All Open Positions
- Get Historical Crypto US Bars
- Get Crypto Bars for Multiple Symbols
- Get Stock Bars for Multiple Symbols
- Get Historical Bars for Stock Symbol
- Get Historical Stock Bars
- Get Calendar
- Get Clock
- Get Stock Conditions
- Get Crypto Latest Quotes
- Get Crypto Perp Latest Bars
- Get Crypto Perp Latest Orderbooks
- Get Crypto Perp Latest Pricing
- Get Crypto Perp Latest Quotes
- Get Crypto Perp Latest Trades
Show all 100 actionsShow fewer actions
- Get Crypto Perps Global Latest Bars
- Get Crypto Perps Global Latest Pricing
- Get Crypto Perps Global Latest Quotes
- Get Crypto Perps Global Latest Trades
- Get Crypto Snapshots
- Get Crypto US Latest Bars
- Get Crypto US Latest Orderbooks
- Get Crypto US Latest Quotes
- Get Crypto US Latest Trades
- Get Crypto US Historical Quotes
- Get Crypto US Snapshots
- Get Crypto US Trades
- Get Exchanges
- Get Latest Bar for Stock Symbol
- Get Latest Bars For Crypto Symbol
- Get Latest Bars for Crypto Symbols
- Get Latest Bars for Multiple Stock Symbols
- Get Crypto Latest Orderbooks
- Get Crypto Latest Quote
- Get Latest Quote for Stock Symbol
- Get Crypto Latest Quotes
- Get Latest Quotes for Multiple Stock Symbols
- Get Latest Trade for Stock Symbol
- Get Latest Crypto Trades
- Get Latest Trades for Multiple Stock Symbols
- Get Market Calendar
- Get Meta Exchanges
- Get Most Active Stocks
- Get News
- Get Open Position
- Get Options Historical Bars
- Get Option Chain
- Get Option Contract
- Get Option Latest Quotes
- Get Options Meta Conditions
- Get Option Contracts
- Get Options Latest Trades
- Get Options Meta Conditions Trade
- Get Options Snapshots
- Get Options Snapshots by Underlying Symbol
- Get Options Historical Trades
- Get PDT Status
- Get Quotes for Multiple Stock Symbols
- Get Quotes for Stock Symbol
- Get Stock Snapshot for Symbol
- Get Crypto Snapshots
- Get Stock Snapshots for Multiple Symbols
- Get Specific Announcement
- Get Stock Auctions
- Get Stock Auctions for Symbol
- Get Stocks Meta Conditions Trade
- Get Top Movers By Market Type
- Get Trades for Multiple Crypto Symbols
- Get Trades for Multiple Stock Symbols
- Get Historical Trades for Stock Symbol
- Get Watchlist By ID
- Get Watchlist By Name
- Get Watchlists
- Delete All Orders for Account
- Delete Unsubscribe Account
- Delete All Open Positions
- Delete Watchlist By ID
- Remove Asset From Watchlist
- Remove Symbol From Watchlist
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with Alpaca.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack