Full list

Supported Triggers & Actions

Everything you can automate between Qminder and SnapTrade.

When this happensTriggers

A trigger is an event that starts a workflow.

Add visitor to queue

Add visitor to queue

Triggers when a new visitor is added.

visitor checks in

visitor checks in

runs when visitor checks in

Mark visitor as served

Mark visitor as served

Set a visitor's status to 'served' in Qminder to update the queue and record service completion.

Request a new Trigger for Qminder

Do thisActions

Action is the task that follows automatically within your Qminder integrations.

Add visitor to line

Add visitor to line

Add a visitor to the selected line so they join the location's queue.

Place Equity Order

Place Equity Order

Place a buy or sell order for a stock or ETF in a connected brokerage account.

Get Equity Quotes

Get Equity Quotes

Retrieve current market quotes for specified equity symbols in a user's account (up to 10 symbols).

Estimate Equity Order Impact

Estimate Equity Order Impact

Estimate the cost, fees, and expected execution impact of placing a stock or ETF buy or sell order in a connected brokerage account.

Place Options Order

Place Options Order

Place an options trade in a connected brokerage account by submitting one or more option legs with order type, price, and time in force.

List Crypto Pairs

List Crypto Pairs

List cryptocurrency trading pairs for a user's account, optionally filtering by base or quote currency.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Qminder
Qminder + SnapTrade
Qminder logo

About Qminder

Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.

Learn more
Integrations SnapTrade
SnapTrade + Qminder
SnapTrade logo

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

How do I connect Qminder and SnapTrade?

Sign up for a free viaSocket account, then authorize both your Qminder 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Qminder and SnapTrade as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Qminder to SnapTrade?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Qminder triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Qminder. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Qminder and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Qminder 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.