Connect Harvest and SnapTrade
Integrate Harvest with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when New Client Created in Harvest
Estimate Equity Order Impact with SnapTrade when New Client Created in Harvest
Place Options Order through SnapTrade when New Client Created in Harvest
Cancel Order on SnapTrade when New Client Created in Harvest
Find Account Symbols in SnapTrade when New Client Created in Harvest
Popular Harvest + SnapTrade flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvest
When this happens...
New Client Created
New User
New Contact
New Project
New Time entry
List Invoice Sent
List Invoice Paid
New Invoice
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 New Client Created in Harvest
Use this flowEstimate Equity Order Impact with SnapTrade when New Client Created in Harvest
Use this flowPlace Options Order through SnapTrade when New Client Created in Harvest
Use this flowCancel Order on SnapTrade when New Client Created in Harvest
Use this flowFind Account Symbols in SnapTrade when New Client Created in Harvest
Use this flowList Accounts from SnapTrade when New Client Created in Harvest
Use this flowGet Equity Quotes from SnapTrade when New User in Harvest
Use this flowEstimate Equity Order Impact with SnapTrade when New User in Harvest
Use this flowList Crypto Pairs on SnapTrade when New User in Harvest
Use this flowFind Account Symbols in SnapTrade when New User in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and SnapTrade.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact is created
New Project
Trigger when new project is created
New Time entry
Trigger when new time entry is created
List Invoice Sent
List Invoice Sent
Do thisActions
Action is the task that follows automatically within your Harvest integrations.
Create a Client
Creates a new client
Update a Client
Update an existing client
Create a Contact
Craete a new contact
Update a Contact
Update an existing contact
Find a Task
Get an existing task detail by its name
Create a Task
Create a new task
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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AI will build it for you
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 Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest 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 Harvest 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 Harvest triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Harvest. 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 Harvest and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest 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.
