--- title: "Popular Automation Workflows - MetaTrader 5 Automations" image: "https://www.metatrader5.com/i/logo_metatrader5.png" url: "https://www.metatrader5.com/fr/brokers/automations/popular-automation-workflows" --- # Popular Automation Workflows ## Greater efficiency, lower costs Manage trading accounts, infrastructure, and risk more efficiently — without expensive integrations or growing your team 100+ ready-to-use workflows Set up in minutes —no coding or technical expertise required Built directly into MetaTrader 5 Replaces multiple plugins [Platform maintenance](https://www.metatrader5.com/en/brokers/automations/popular-automation-workflows#platform-maintenance)[Client management](https://www.metatrader5.com/en/brokers/automations/popular-automation-workflows#client-management)[Risk management](https://www.metatrader5.com/en/brokers/automations/popular-automation-workflows#risk-management)[More useful workflows](https://www.metatrader5.com/en/brokers/automations/popular-automation-workflows#more-useful-workflows)[External system integrations](https://www.metatrader5.com/en/brokers/automations/popular-automation-workflows#external-system-integrations) ## Platform maintenance ![Archive zero-balance accounts](https://www.metatrader5.com/i/automations/popular-automation-workflows/archive-zero-balance-accounts.png) ### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/price-feed-interruption-alerts.png) ### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/move-clients-to-a-vip-group.png) ### 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 Amount >= 20,000; Currency = USD ##### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/automate-first-deposit-bonus.png) ### 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 widely used 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/swap-free-account-maintenance-fees.png) ### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/margin-call-notifications.png) ### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/large-position-opening-alerts.png) ### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/close-positions-on-contract-expiration.png) ### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/inactivity-fee.png) ### 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 large numbers 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/scheduled-email-campaigns.png) ### 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: Set appropriate frequency limits, respect client communication preferences, and ensure compliance with applicable marketing requirements. Always verify your campaign schedule before activation. ## External system integrations ![Send client and deposit data to Finteza](https://www.metatrader5.com/i/automations/popular-automation-workflows/send-to-finteza.png) ### 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](https://www.metatrader5.com/i/automations/popular-automation-workflows/back-office-integration.png) ### 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.