Connect Hedy AI and SnapTrade
Integrate Hedy AI with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when New Highlight Created in Hedy AI
Get Equity Quotes from SnapTrade when New Highlight Created in Hedy AI
Estimate Equity Order Impact with SnapTrade when New Highlight Created in Hedy AI
Place Options Order through SnapTrade when New Highlight Created in Hedy AI
List Crypto Pairs on SnapTrade when New Highlight Created in Hedy AI
Popular Hedy AI + SnapTrade flows
Start from a real workflow other teams are already running.
Choose a trigger
Hedy AI
When this happens...
New Highlight Created
Session Ends
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 Highlight Created in Hedy AI
Use this flowGet Equity Quotes from SnapTrade when New Highlight Created in Hedy AI
Use this flowEstimate Equity Order Impact with SnapTrade when New Highlight Created in Hedy AI
Use this flowPlace Options Order through SnapTrade when New Highlight Created in Hedy AI
Use this flowList Crypto Pairs on SnapTrade when New Highlight Created in Hedy AI
Use this flowCancel Order on SnapTrade when New Highlight Created in Hedy AI
Use this flowFind Account Symbols in SnapTrade when New Highlight Created in Hedy AI
Use this flowList Accounts from SnapTrade when New Highlight Created in Hedy AI
Use this flowPlace Equity Order with SnapTrade when Session Ends in Hedy AI
Use this flowGet Equity Quotes from SnapTrade when Session Ends in Hedy AI
Use this flowSupported Triggers & Actions
Everything you can automate between Hedy AI and SnapTrade.
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation, and meeting minutes, by session ID.
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create or Update Session Context
Create a session context or update its title, content, and default setting.
List Sessions
List all meeting sessions or retrieve a specific session by ID.
List Topics
List all topics and optionally return only selected response fields.
Create Topic
Create a new topic.
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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From idea to automation.
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 Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn more
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 Hedy AI 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 Hedy AI 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 Hedy AI triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Hedy AI. 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 Hedy AI and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hedy AI 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.
