Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
Webhook-Based Portfolio Manager (AlekSystem + Google Sheets + API) This workflow turns your AlekSystem instance into a portfolio management API using a webhook and Google Sheets. You can add, update or delete assets via a simple POST request and it automatically calculates your total portfolio value in real-time. Quick Implementation Steps Import the workflow into your AlekSystem account Connect your Google Sheets OAuth2 credentials Ensure your sheet has columns: Asset, Amount, Price, Value Activate the workflow Send a POST request to the webhook with: { "asset": "BTC", "amount": 2, "price": 30000, "action": "add" } What This Workflow Does This workflow acts as a REST-like API for managing investment portfolios using AlekSystem. It receives data via a webhook, processes it and performs operations on a Google Sheet. It supports three core operations: Add** a new asset Update** an existing asset Delete** an asset Each request is validated to ensure correctness before execution. The workflow also prevents duplicate entries and invalid operations. After performing any action, it fetches the full portfolio, calculates the total portfolio value and returns a structured JSON response with updated data. Who It's For Developers building financial dashboards or APIs Traders tracking portfolios via automation No-code/low-code users using AlekSystem + Google Sheets Anyone wanting a lightweight portfolio backend without a database Requirements To use this workflow, you need: AlekSystem account (self-hosted or cloud) Google account with access to Google Sheets Configured Google Sheets OAuth2 credentials in AlekSystem A Google Sheet with STRICT required columns: Asset Amount Price Value Basic knowledge of API requests (POST) How It Works & Setup Instructions 1. Webhook Trigger Node: Portfolio Webhook Trigger Accepts POST requests Entry point for all operations 2. Normalize Input Data Converts: asset → uppercase amount, price → numbers Calculates: value = amount × price 3. Validate Input Node: Validate Amount & Price Ensures: amount ≥ 0 price ≥ 0 value ≥ 0 Error Path: Invalid Amount/Price If validation fails: { "error": "value of amount or price is not correct it should be in positive number" } 4. Route by Action Node: Route by Action (Add/Update/Delete) Supported values: add update delete Error Path: Missing Action { "error": "action field is required, add key in json called action and in value add, update or delete." } Error Path: Invalid Action Value { "error": "action should contains only one of these three values ['add', 'update', 'delete']." } ADD Operation Flow: Check Asset Exists (Add) Asset Exists? (Add) Error Path: Asset Already Exists { "error": "Asset: BTC is already in your portfolio" } Success: Node: Add New Asset Appends row to Google Sheets UPDATE Operation Flow: Update Existing Asset Asset Found? Error Path: Asset Not Found (Update) { "error": "Asset: BTC is not found in your portfolio" } Success: Updates matching row using Asset column DELETE Operation Flow: Check Asset Exists (Delete) Asset Found? (Delete) Error Path: Asset Not Found (Delete) { "error": "Asset: BTC is not found in your portfolio" } Success: Node: Delete Asset Row Removes row using row index Portfolio Calculation After any operation: Combine All Operation Outputs Fetch Full Portfolio Calculate Portfolio Value Logic: Iterates through all rows Calculates: totalPortfolioValue = sum of all values Final Response Returns: { "message": "Asset: BTC is added, now your total portfolio value is: $60000", "Assets": [...] } How To Customize Nodes Webhook Path** Change endpoint in Portfolio Webhook Trigger Sheet Name / ID** Modify in all Google Sheets nodes Validation Rules** Update conditions in Validate Amount & Price Response Format** Customize JSON in Final Response to User Matching Logic** Change matching column (default: Asset) Add-ons (Enhancements) You can extend this workflow with: Email notifications after transactions Real-time price API integration AI-based investment insights Dashboard using tools like Retool or Power BI Slack/Telegram alerts Transaction history logging Use Case Examples Personal crypto portfolio tracker Stock portfolio API backend Admin panel for investment tracking Automated trading journal SaaS MVP for portfolio management And many more depending on your use case. Troubleshooting Guide | Issue | Possible Cause | Solution | | -------------------------- | -------------------------- | ----------------------------- | | Webhook not working | Workflow not active | Activate workflow in AlekSystem | | Invalid amount/price error | Negative or missing values | Ensure positive numbers | | Asset not updating | Asset not found in sheet | Check exact asset name | | Duplicate asset error | Asset already exists | Use update instead of add | | Delete not working | Row not found | Verify asset exists | | Empty response | Merge or calculation issue | Check node connections | Need Help? If you need help with: Setting up this workflow Customizing features Adding integrations (AI, APIs, dashboards) Building similar automation systems Reach out to AlekSystem workflow developers at WeblineIndia for expert assistance. We specialize in building scalable AlekSystem workflows, automation systems and custom integrations tailored to your business needs.
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