Connect SnapTrade and Easybill
Integrate SnapTrade with Easybill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when New Document Created in Easybill
Get Equity Quotes from SnapTrade when New Document Created in Easybill
Estimate Equity Order Impact with SnapTrade when New Document Created in Easybill
Place Options Order through SnapTrade when New Document Created in Easybill
List Crypto Pairs on SnapTrade when New Document Created in Easybill
Popular SnapTrade + Easybill 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
Easybill
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
List Customer Groups
Create Discount Position
Create Position
Delete Position
Find Invoice Items
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Find Documents
Search Customers
List Projects
List Positions
Place Equity Order with SnapTrade when New Document Created in Easybill
Use this flowGet Equity Quotes from SnapTrade when New Document Created in Easybill
Use this flowEstimate Equity Order Impact with SnapTrade when New Document Created in Easybill
Use this flowPlace Options Order through SnapTrade when New Document Created in Easybill
Use this flowList Crypto Pairs on SnapTrade when New Document Created in Easybill
Use this flowCancel Order on SnapTrade when New Document Created in Easybill
Use this flowFind Account Symbols in SnapTrade when New Document Created in Easybill
Use this flowList Accounts from SnapTrade when New Document Created in Easybill
Use this flowPlace Equity Order with SnapTrade when Project Updated in Easybill
Use this flowGet Equity Quotes from SnapTrade when Project Updated in Easybill
Use this flowSupported Triggers & Actions
Everything you can automate between SnapTrade and Easybill.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Project Deleted
Triggered when an project is deleted in Easybill.
New Task Created
Triggered when a new Task is created in Easybill.
Task Updated
Triggered when a Task is updated in Easybill.
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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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 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 Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SnapTrade and Easybill 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 Easybill 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 Easybill. No coding required.
Yes. You can set up a workflow where SnapTrade triggers actions in Easybill, and a separate workflow where Easybill 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 Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SnapTrade and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
