Platform maintenance
Archive zero-balance accounts
Scans your trading account database every day and archives inactive accounts with a zero balance.
Best suited for:
Scans your trading account database every day and archives inactive accounts with a zero balance.
Why use it:
Keeping your account database optimized reduces system load and helps you stay within your current license limits. Manually identifying and archiving hundreds of inactive accounts is time-consuming. Automation performs this task quickly and accurately on a schedule you define.
Configuration:
Trigger
Scheduled account database processing, frequency = daily
Conditions
Days since last access > 30; Days since registration date > 30; Balance ≤ 0; Total positions = 0
Action
Move to archive
Best practice:
Add additional conditions to precisely define which accounts should be archived. This minimizes the risk of unintended actions.
Price feed interruption alerts
Instantly notify your team when a price feed stops or resumes.
Best suited for:
Dealing Desk teams, system administrators, DevOps engineers, and anyone responsible for platform stability.
Why use it:
An interruption in a price feed is one of the most critical situations a brokerage can face. If it goes unnoticed, clients may be unable to trade or experience execution errors. Monitoring data feeds manually around the clock is expensive and still cannot guarantee an immediate response. Automation detects delays or interruptions instantly and sends alerts to Telegram, Slack, or any other notification channel.
Configuration:
Trigger
Price gap started\finished
Conditions
Financial instrument
Action
Send SMS\Push, or messenger notification
Best practice:
Add additional conditions to precisely define which accounts should be archived. This minimizes the risk of unintended actions.
Client management
Automatically move clients to a VIP group after a large deposit
When a client makes a qualifying deposit, the service automatically moves them into a separate account group with exclusive trading conditions and notifies the client.
Best suited for:
Sales teams, account managers, VIP departments, and brokerages that segment clients based on deposits or trading activity.
Why use it:
High-value clients often qualify for lower commissions, different leverage, dedicated account managers, or exclusive bonuses. Managing such upgrades manually is slow and error prone. Automations detect qualifying deposits and apply the appropriate account settings immediately — without staff involvement.
Configuration:
Trigger
Deposit
Conditions
Financial instrument
Action
Send SMS\Push\Email; Change group
Best practice:
Verify your VIP group settings before enabling this workflow. Incorrect configuration may assign the wrong trading conditions to valuable clients.
Automate first deposit bonus
Automatically credits a percentage bonus when a client makes their first deposit.
Best suited for:
Marketing teams, sales departments, and brokerages focused on increasing live account conversions.
Why use it:
First-deposit bonuses remain one of the most effective acquisition incentives in online trading. Traditionally, these campaigns require CRM integrations or manual processing. Automations let you launch a bonus program in minutes — without development or additional plugins.
Configuration:
Trigger
First deposit
Conditions
Non-demo account
Action
Bonus as percentage
Best practice:
Every bonus program should be supported by a sound risk management strategy. We recommend combining this workflow with bonus monitoring and automatic credit removal rules where appropriate. In some jurisdictions, bonus programs are regulated, so always ensure compliance with local requirements before launching.
Risk management
Swap-Free account maintenance fees
Automatically charges a fixed maintenance fee for positions that remain open longer than a specified number of days.
Best suited for:
Brokerage administrators and operations managers — particularly growing brokerages looking to offer swap-free accounts without investing in custom development or third-party plugins.
Why use it:
Offer swap-free accounts without exposing your business to abuse. Automation helps prevent unfair profiting from parallel trading on swap-free and standard accounts while protecting against unlimited hedging.
Configuration:
Trigger
Scheduled position database processing, frequency = daily
Conditions
Time since creation > 7 days
Action
Deposit, negative amount
Best practice:
Exploited trading condition loopholes can cost a brokerage anywhere from tens of thousands to millions of dollars in a short period. The cost of automation is negligible compared to the protection it provides.
Margin call notifications
Automatically reminds clients whenever their accounts enter Margin Call status.
Best suited for:
Account managers, risk managers, and any brokerage that wants to ensure clients are notified promptly.
Why use it:
The Automations service continuously monitors individual accounts or client groups for the availability of funds. When a Margin Call occurs, both the client and your team receive a notification that positions on the account may be forcibly closed. This gives everyone an opportunity to timely react and prevent losses.
Configuration:
Trigger
Margin Call
Conditions
Non-demo account
Action
Send email notification
Best practice:
Limit notifications to no more than once per hour per account to avoid unnecessary alert fatigue.
Large position opening alerts
Receive instant notifications in Telegram / Slack / internal mail whenever a large position is opened for selected instruments.
Best suited for:
Dealing Desk teams, risk managers, B-book brokers, VIP account managers, and anyone responsible for monitoring large trading exposure. Particularly relevant for CFD and FX brokers with manual or semi-automated risk management.
Why use it:
Large positions can significantly increase a brokerage's risk exposure, especially during periods of high volatility, low liquidity, or major news events. Immediate visibility allows your team to hedge risk, adjust routing, manage exposure, or simply notify the appropriate manager.
Configuration:
Trigger
Position opened
Conditions
Symbol; Volume
Action
Send SMS\Push, or messenger notification
Best practice:
Avoid generating alerts for every trade — otherwise, managers will quickly start ignoring them. Instead, define meaningful volume thresholds for each instrument individually.
Automatically close positions on contract expiration
Automatically closes positions for selected instruments at a predefined date and time.
Best suited for:
Brokerages offering CFDs on futures, commodities, indices, or other expiring instruments.
Why use it:
Futures and certain CFD contracts expire. If positions remain open after expiration, brokers may face serious operational and financial issues, including missing market data and unmanaged open positions.
Configuration:
Trigger
Scheduled event at the instrument's official expiration time
Conditions
As required
Action
Close positions
Best practice:
Always test this workflow on a test server before deploying it to production. Incorrect symbols or scheduling can result in unintended mass position closures.
More useful workflows
Inactivity fee
Automatically charges a fixed inactivity fee to accounts with no trading activity for a specified period.
Best suited for:
Brokerages with large numbers of dormant accounts and firms that include inactivity fees in their client agreements.
Why use it:
Many brokers keep hundreds and thousands of inactive accounts in their systems for years. Such accounts continue to consume administrative and infrastructure resources without generating revenue. Inactivity fees encourage clients to resume trading or help offset the cost of maintaining inactive accounts. Automation performs these checks automatically on a recurring schedule.
Configuration:
Trigger
Scheduled account database processing
Conditions
Days since registration date > 30; Days since last trade activity > 30
Action
Deposit, negative amount
Best practice:
Inactivity fees are regulated in many jurisdictions. Always verify that your implementation complies with applicable local regulations.
Scheduled email campaigns
Send email campaigns automatically to selected client groups at scheduled times.
Best suited for:
Marketing teams, retention specialists, and account managers.
Why use it:
Many brokerages use external email platforms or CRM systems for bulk email campaigns. For routine communications, however, these solutions are often more expensive and complex than necessary. With Automations, you can launch scheduled email campaigns directly from MetaTrader 5 without additional integrations.
Configuration:
Trigger
Scheduled event
Conditions
Group, country, language, or other criteria
Action
Send email
Best practice:
Avoid sending promotional emails more frequently than once every one or two days to prevent client fatigue. Always verify your campaign schedule before activation.
External system integrations
Send client and deposit data to Finteza
Automatically send events to Finteza whenever clients register, open accounts, make deposits, or perform other actions within MetaTrader 5.
Best suited for:
Marketing teams, business owners, and customer acquisition specialists.
Why use it:
Many brokerages invest heavily in advertising but lack visibility into which channels actually generate active traders and deposits. Automation sends client activity data to Finteza or other analytics platforms, allowing you to build a complete conversion funnel from registration through first deposit and active trading.
Configuration:
Trigger
New trading account; Payment completed
Conditions
Country, Group, Account type, or other criteria
Action
Send event to Finteza
Best practice:
Before enabling this workflow, make sure the Finteza tracker is installed on your website, so all events are connected within a single conversion funnel.
Back-Office integration
Automatically exchange data with external CRM systems, payment providers, KYC platforms, and internal business applications.
Best suited for:
Brokerages using proprietary back-office software, CRM platforms, or third-party business automation tools.
Why use it:
Automation eliminates the need for complex integrations and third-party plugins. Instead of building custom API integrations, you can use a built-in web request mechanism to exchange data between the platform and your back-office systems. Automatically create CRM tasks when a new client registers, send payment data to your accounting system, or synchronize MetaTrader 5 accounting data with your company's financial systems.
Configuration:
Trigger
New trade account, Payment done, or any other event
Conditions
As required
Action
Web request
Best practice:
Whitelist your trading server's external IP address in your firewall to ensure outbound requests are not blocked.