Connect Contacts+ and SnapTrade
Integrate Contacts+ with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when Contact Is Created in Contacts
Get Equity Quotes from SnapTrade when Contact Is Created in Contacts
Estimate Equity Order Impact with SnapTrade when Contact Is Created in Contacts
Place Options Order through SnapTrade when Contact Is Created in Contacts
List Crypto Pairs on SnapTrade when Contact Is Created in Contacts
Popular Contacts+ + SnapTrade flows
Start from a real workflow other teams are already running.
Choose a trigger
Contacts+
When this happens...
Contact Is Created
Contact Deleted
When a contact is updated
When a new tag is added
When a tag is deleted
Tag Updated
When a business card is transcribed
Choose an action
SnapTrade
Automatically do this!
Place Equity Order
Get Equity Quotes
Estimate Equity Order Impact
Place Options Order
List Crypto Pairs
Cancel Order
Find Account Symbols
List Accounts
Place Equity Order with SnapTrade when Contact Is Created in Contacts
Use this flowGet Equity Quotes from SnapTrade when Contact Is Created in Contacts
Use this flowEstimate Equity Order Impact with SnapTrade when Contact Is Created in Contacts
Use this flowPlace Options Order through SnapTrade when Contact Is Created in Contacts
Use this flowList Crypto Pairs on SnapTrade when Contact Is Created in Contacts
Use this flowCancel Order on SnapTrade when Contact Is Created in Contacts
Use this flowList Accounts from SnapTrade when Contact Is Created in Contacts
Use this flowPlace Equity Order with SnapTrade when Contact Deleted from Contacts
Use this flowGet Equity Quotes from SnapTrade when Contact Deleted from Contacts
Use this flowEstimate Equity Order Impact with SnapTrade when Contact Deleted from Contacts
Use this flowSupported Triggers & Actions
Everything you can automate between Contacts+ and SnapTrade.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Do thisActions
Action is the task that follows automatically within your Contacts+ integrations.
Remove Tags From a Contact
Remove one or more tags from a contact.
Add a Note to a Contact
Add a note to a contact.
Create a Contact
Add a new contact with name, email, phone, address and other details.
Get Account Information
Fetches the authenticated user’s account information .
List My Teams
List the teams you are a member of.
Create Tag
Create a tag to label contacts
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn moreSimilar apps
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
Sign up for a free viaSocket account, then authorize both your Contacts+ 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.
Yes. viaSocket uses instant triggers where available, so data moves between Contacts+ and SnapTrade as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
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.
Yes. You can set up a workflow where Contacts+ triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Contacts+. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Contacts+ and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contacts+ 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.
