Connect Ploomes and SnapTrade
Integrate Ploomes with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when Create Deal in Ploomes
Get Equity Quotes from SnapTrade when Create Deal in Ploomes
Estimate Equity Order Impact with SnapTrade when Create Deal in Ploomes
Place Options Order through SnapTrade when Create Deal in Ploomes
List Crypto Pairs on SnapTrade when Create Deal in Ploomes
Popular Ploomes + SnapTrade flows
Start from a real workflow other teams are already running.
Choose a trigger
Ploomes
When this happens...
Create Deal
Deal Updated
New Contact
Contact Updated
Create Document
Update Document
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 Create Deal in Ploomes
Use this flowGet Equity Quotes from SnapTrade when Create Deal in Ploomes
Use this flowEstimate Equity Order Impact with SnapTrade when Create Deal in Ploomes
Use this flowPlace Options Order through SnapTrade when Create Deal in Ploomes
Use this flowList Crypto Pairs on SnapTrade when Create Deal in Ploomes
Use this flowCancel Order on SnapTrade when Create Deal in Ploomes
Use this flowFind Account Symbols in SnapTrade when Create Deal in Ploomes
Use this flowList Accounts from SnapTrade when Create Deal in Ploomes
Use this flowPlace Equity Order with SnapTrade when Deal Updated in Ploomes
Use this flowGet Equity Quotes from SnapTrade when Deal Updated in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Ploomes and SnapTrade.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your Ploomes integrations.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update contact
Update an existing contact by ID with new details and custom fields.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
Create Deal
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Update Deal
Updates a Deal
Find Deals
Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.
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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreAbout 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 Ploomes 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 Ploomes 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 Ploomes triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Ploomes. 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 Ploomes and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ploomes 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.
