Connect seven and SnapTrade
Integrate seven with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when Incoming SMS via Seven
Get Equity Quotes from SnapTrade when Incoming SMS via Seven
Estimate Equity Order Impact with SnapTrade when Incoming SMS via Seven
Place Options Order through SnapTrade when Incoming SMS via Seven
List Crypto Pairs on SnapTrade when Incoming SMS via Seven
Popular seven + SnapTrade flows
Start from a real workflow other teams are already running.
Choose a trigger
seven
When this happens...
Incoming SMS
Incoming call
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 Incoming SMS via Seven
Use this flowGet Equity Quotes from SnapTrade when Incoming SMS via Seven
Use this flowEstimate Equity Order Impact with SnapTrade when Incoming SMS via Seven
Use this flowPlace Options Order through SnapTrade when Incoming SMS via Seven
Use this flowList Crypto Pairs on SnapTrade when Incoming SMS via Seven
Use this flowCancel Order on SnapTrade when Incoming SMS via Seven
Use this flowFind Account Symbols in SnapTrade when Incoming SMS via Seven
Use this flowList Accounts from SnapTrade when Incoming SMS via Seven
Use this flowPlace Equity Order with SnapTrade when Incoming call in Seven
Use this flowGet Equity Quotes from SnapTrade when Incoming call in Seven
Use this flowSupported Triggers & Actions
Everything you can automate between seven and SnapTrade.
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
Do thisActions
Action is the task that follows automatically within your seven integrations.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
Lookup Number Format
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
Register Webhook
To Register the webhook
Send SMS
Send an SMS to one or more recipients.
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 seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
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 seven 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 seven 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 seven triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in seven. 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 seven and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire seven 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.
