Full list

Supported Triggers & Actions

Everything you can automate between Botse and SnapTrade.

When this happensTriggers

A trigger is an event that starts a workflow.

New Incoming Message

New Incoming Message

Runs when a new incoming message arrives for a chosen phone webhook.

New Message Delivered

New Message Delivered

Runs when a message is delivered to a selected phone webhook.

Request a new Trigger for Botse

Do thisActions

Action is the task that follows automatically within your Botse integrations.

Send WhatsApp Template Message

Send WhatsApp Template Message

Update template pagination to use the API paging cursor, disable unsupported search, use the connection base URL, reorder the preview, and refine field text.

Create Contact

Create Contact

Create new contact with custom fields

Delete Contact

Delete Contact

Delete a contact from your contacts list.

Place Equity Order

Place Equity Order

Place a buy or sell order for a stock or ETF in a connected brokerage account.

Get Equity Quotes

Get Equity Quotes

Retrieve current market quotes for specified equity symbols in a user's account (up to 10 symbols).

Estimate Equity Order Impact

Estimate Equity Order Impact

Estimate the cost, fees, and expected execution impact of placing a stock or ETF buy or sell order in a connected brokerage account.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Botse
Botse + SnapTrade
Botse logo

About Botse

Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.

Learn more
Integrations SnapTrade
SnapTrade + Botse
SnapTrade logo

About SnapTrade

SnapTrade is a unified brokerage connectivity and trading API that enables fintech teams and developers to connect users’ brokerage accounts, access normalized portfolio data (balances, holdings, orders, transactions), and place trades for stocks, ETFs, options, and crypto through a single secure integration. With SDKs, webhooks, and high-success authentication, it powers portfolio tracking, holdings verification, and embedded trading across hundreds of millions of retail investor accounts.

Learn more

Frequently Asked Questions

How do I connect Botse and SnapTrade?

Sign up for a free viaSocket account, then authorize both your Botse and SnapTrade accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Botse and SnapTrade as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Botse to SnapTrade?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SnapTrade. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Botse triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Botse. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Botse and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Botse and SnapTrade integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.