AlphaInsider Zapier integrationAutomate AlphaInsider with Zapier.
AlphaInsider Zapier integration: 0 triggers, 2 actions, 0 searches. AlphaInsider waits for another app to start the Zap, then rewrites the positions of one of your strategies in a single step. Everything stays in paper trading, and it runs on the free Zapier plan.
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What the AlphaInsider Zapier integration is for
The AlphaInsider Zapier integration lets another tool send position changes to a strategy you run on AlphaInsider, the marketplace of crypto and stock strategies. AlphaInsider exposes no trigger on Zapier. It always comes second: a signal appears somewhere else, and AlphaInsider updates the strategy accordingly.
Three outcomes it produces. A scheduled rebalance: your target weights live in a spreadsheet, and New Order Allocations applies the whole new mix to the strategy in one go. A signal relay: an alert from your charting or research tool turns into a long or short position on a given ticker. A full exit: an empty allocation list closes every position of the strategy at once, which is handy as an emergency stop.
For anything the ready-made action does not cover, Make an API Call reaches the rest of AlphaInsider's interface, provided someone on the team knows which address to call.
What Zapier does not do here. Nothing happening inside AlphaInsider can start a Zap, because the app has no trigger. No real money moves: the integration works in paper trading only, and no actual trade is ever executed. Zapier gives no investment advice either, and every decision stays yours.
Comparing platforms? The AlphaInsider Make integration covers the same app on Make, and n8n vs Zapier weighs the two platforms against each other.
Zapier vocabulary in one minute
Seven words to read the rest of the page without stopping.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts the Zap. AlphaInsider has none, so the trigger always comes from another tool, like a sheet or an alert.
- Action
- What the Zap does once started. With AlphaInsider, it either rewrites a strategy's positions or calls the interface directly.
- Task
- The unit Zapier bills: one action that completes successfully. Your plan's monthly allowance is counted in tasks.
- Polling or instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself, as soon as the event happens.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and halts it otherwise.
- Connection
- Your AlphaInsider account linked to Zapier once, then reused by every step that talks to AlphaInsider.
What an AlphaInsider Zap costs in tasks
The trigger never costs a task, and neither do Zapier's checks for new data, however often they run. Only an action that goes through is billed. A failed one is not counted.
- Trigger0 tasks
- Each successful action1 task
- Free plan100 tasks a month, 2-step Zaps
- Premium appNo
AlphaInsider is not a premium app, so it works on the free plan: 100 tasks a month, unlimited Zaps, and two steps per Zap. That covers one trigger plus New Order Allocations. Add a filter, say to skip rows not yet approved, or a second action, and the Zap turns multi-step, which needs a paid plan. How quickly the other app's polling trigger notices a change depends on the plan, as the grid below shows.
Connect AlphaInsider to Zapier in 3 steps
- 01
Open Apps and add a connection
From your Zapier account, open the Apps page and click + Add connection. In the dialog that appears, type AlphaInsider and select it in the list of results.
- 02
Confirm and sign in
Click Add connection. A new tab opens on AlphaInsider: sign in with the account that owns the strategies the Zap will update, or that has write access to them.
- 03
Grant access
Authorize Zapier on the account. The connection then appears in your Apps list, and every AlphaInsider step reuses it, so the sign-in is done once per account rather than once per Zap.
Your first Zap: rebalance from a spreadsheet
GoalApply a new set of target weights to a strategy each time an approved row lands in your allocation sheet.
- 01
Build: pick the starting app
Create a Zap and choose Google Sheets with New Spreadsheet Row as the trigger. Point it at the sheet where each row describes the full target mix of the strategy.
- 02
Test the trigger
Run the test. Zapier pulls the three most recent rows of the connected sheet, so the mapping is done on a real allocation and not on guessed column names.
- 03
Add a filter
Click the plus icon, add Filter, and set the field (Status), the rule and the value. Draft rows stop here. This step makes the Zap multi-step, so a paid plan is required.
- 04
Add New Order Allocations
Pick AlphaInsider, then New Order Allocations. Paste the Strategy ID and map the allocation column. List every position you want to keep: anything left out gets closed.
- 05
Test, then publish
Test the step and check the strategy on AlphaInsider: positions should match the row, in paper trading. When they do, click Publish to switch the Zap on.
The 2 AlphaInsider actions
AlphaInsider gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Make an API Call
ActionIn Zapier“Performs any authorized AlphaInsider API call.”
Opens a direct line to AlphaInsider's interface for anything the ready-made action leaves out. You choose the address, the method and whether the call is signed with your connection.
New Order Allocations
ActionIn Zapier“Send multiple position allocations to your AlphaInsider strategies in a single request. Perfect for portfolio rebalancing or executing multi-asset trading signals.”
Replaces the whole set of positions of one strategy in a single request: for each asset, a ticker, a direction (long, short, close) and a weight between 0 and 2.
When an AlphaInsider Zap breaks
Zapier links no help article to AlphaInsider. Most failures come from Zapier's general rules or from how New Order Allocations reads its list.
Four cases to rule out first. When the problem sits elsewhere in the Zap, Zapier troubleshooting covers the editor side.
Positions vanish after a rebalance
New Order Allocations treats its list as the complete target. A ticker left out by mistake is closed, and an empty list wipes every position of the strategy.Pending orders disappear
Each request cancels the strategy's existing open orders before applying the new mix. Orders placed by hand just before the Zap runs are gone.Older rows are never applied
A Zap only reacts to what happens after it is switched on. Rows already in the sheet are not picked up, and replaying them is a separate job.A bulk paste gets held back
Paste a large batch of rows at once and the trigger returns a huge set. Zapier's flood protection can hold it back instead of firing a burst of rebalances.
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