Connect Process Street and SnapTrade
Integrate Process Street with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when New Workflow Run in Process-street
Get Equity Quotes from SnapTrade when New Workflow Run in Process-street
Estimate Equity Order Impact with SnapTrade when New Workflow Run in Process-street
Place Options Order through SnapTrade when New Workflow Run in Process-street
List Crypto Pairs on SnapTrade when New Workflow Run in Process-street
Popular Process Street + SnapTrade flows
Start from a real workflow other teams are already running.
Choose a trigger
Process Street
When this happens...
New Workflow Run
Workflow Run Completed
New Task Checked
Task Ready
Data Set Record Created
Data Set Record Updated
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 Workflow Run in Process-street
Use this flowGet Equity Quotes from SnapTrade when New Workflow Run in Process-street
Use this flowEstimate Equity Order Impact with SnapTrade when New Workflow Run in Process-street
Use this flowPlace Options Order through SnapTrade when New Workflow Run in Process-street
Use this flowList Crypto Pairs on SnapTrade when New Workflow Run in Process-street
Use this flowCancel Order on SnapTrade when New Workflow Run in Process-street
Use this flowFind Account Symbols in SnapTrade when New Workflow Run in Process-street
Use this flowList Accounts from SnapTrade when New Workflow Run in Process-street
Use this flowPlace Equity Order with SnapTrade when Workflow Run Completed in Process Street
Use this flowGet Equity Quotes from SnapTrade when Workflow Run Completed in Process Street
Use this flowSupported Triggers & Actions
Everything you can automate between Process Street and SnapTrade.
When this happensTriggers
A trigger is an event that starts a workflow.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
Data Set Record Updated
Triggers when an existing record is updated in a data set.
Do thisActions
Action is the task that follows automatically within your Process Street integrations.
Create Data Set Record
Creates Data set record for specified id.
Delete Data Set Record
Deletes an existing record in a data set.
Update Task
Update a task in workflow run.
List Workflows
Gets a list of active workflows.
List Users
Gets a list of users.
List Data Sets
Get a list of data sets.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Process Street and SnapTrade free
No credit card required. Set up your first workflow in minutes.
About Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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 Process Street 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 Process Street 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 Process Street triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Process Street. 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 Process Street and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Process Street 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.
