Connect SnapTrade and Cloze
Integrate SnapTrade with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when Person Change in Cloze
Get Equity Quotes from SnapTrade when Person Change in Cloze
Estimate Equity Order Impact with SnapTrade when Person Change in Cloze
Place Options Order through SnapTrade when Person Change in Cloze
List Crypto Pairs on SnapTrade when Person Change in Cloze
Popular SnapTrade + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
SnapTrade
When this happens...
- Request a new Trigger for SnapTrade
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Place Equity Order with SnapTrade when Person Change in Cloze
Use this flowGet Equity Quotes from SnapTrade when Person Change in Cloze
Use this flowEstimate Equity Order Impact with SnapTrade when Person Change in Cloze
Use this flowPlace Options Order through SnapTrade when Person Change in Cloze
Use this flowList Crypto Pairs on SnapTrade when Person Change in Cloze
Use this flowCancel Order on SnapTrade when Person Change in Cloze
Use this flowFind Account Symbols in SnapTrade when Person Change in Cloze
Use this flowList Accounts from SnapTrade when Person Change in Cloze
Use this flowPlace Equity Order with SnapTrade when Company Change in Cloze
Use this flowGet Equity Quotes from SnapTrade when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between SnapTrade and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Do thisActions
Action is the task that follows automatically within your SnapTrade integrations.
Place Equity Order
Place a buy or sell order for a stock or ETF in a connected brokerage account.
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 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 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 cryptocurrency trading pairs for a user's account, optionally filtering by base or quote currency.
Cancel Order
Cancel an order on a user's brokerage account using the brokerage order ID.
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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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 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
About Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SnapTrade and Cloze 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 SnapTrade and Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where SnapTrade triggers actions in Cloze, and a separate workflow where Cloze triggers actions in SnapTrade. 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 SnapTrade and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SnapTrade and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
