How To Connect Zapier To The Options Auto Trader

Zapier is a powerful automation tool that connects your favorite apps and services, allowing you to automate workflows between them. With Zapier and the Options Auto Trader, you can set up triggers from other apps or services to automate your options trading strategies. This guide will walk you through the steps to integrate Zapier with your Options Auto Trader account.

Step 1: Create a Zapier Account

If you don’t have a Zapier account yet, follow these steps to create one:

1. Go to the Zapier website.
2. Click the Sign Up button.
3. Follow the prompts to create your account using an email address, Google, or Microsoft login.

Step 2: Create a New Zap

A Zap is a workflow in Zapier that consists of a trigger and an action. Here’s how to create a Zap to automate trades in Options Auto Trader:

1. Once logged into Zapier, click Create Zap in the top left corner.
2. Choose your trigger app (e.g., Google Sheets, Gmail, Slack) by typing it into the search bar.
3. Select a trigger event (e.g., a new spreadsheet row, a new email, or a new message).
4. Set up the trigger by following the prompts for your selected app (e.g., choosing the specific spreadsheet, inbox, or message channel).

Step 3: Set Up the Action to Trigger Options Auto Trader

1. After setting up the trigger, click + Action.
2. In the action step, search for Webhook and select it as the action app.
3. Select Custom Request as the action event.

Step 4: Configure Webhook for Options Auto Trader

Here’s where you’ll connect the Zap to the Options Auto Trader using a webhook. You’ll need to input the following details:

• Method: Select POST.
• URL: This is the endpoint from your Options Auto Trader account where the webhook should send the trade instructions. Contact our support team or check your dashboard for your specific URL.
• Data Pass-Through: Set this to No if applicable.

Step 5: Test the Zap

1. After filling in the webhook details, click Test & Continue.
2. Zapier will send a test request to Options Auto Trader to ensure the connection is working. If the test is successful, the trade will be triggered based on the settings in the JSON payload.

Step 6: Turn On the Zap

1. Once the test is complete and successful, you can turn on the Zap by clicking Turn on Zap.
2. Your Zap is now live, and trades will be executed automatically in Options Auto Trader based on the triggers you’ve set up.

Step 7: Monitor and Manage Zaps

• You can manage your Zaps by visiting the Zaps tab in Zapier. From here, you can edit, disable, or create new Zaps.
• To view your trade history and performance, log into your Options Auto Trader account.

Troubleshooting:

• Zapier Not Triggering Trades: Ensure the trigger condition in the app you’re using (e.g., Google Sheets, Gmail) is set up correctly. Double-check that the webhook URL is accurate and the JSON payload is correctly formatted.
• Authentication Or Execution Issues: Ensure that you are using the correct webhook url from your Auto Trader settings page (gear icon on the Auto Trader Page).

Conclusion

Integrating Zapier with your Options Auto Trader account gives you the flexibility to automate your trading strategies based on external triggers from a variety of apps. By following these steps, you can easily set up and manage automations for hands-off trading. If you encounter any issues or need further assistance, feel free to contact our support team.