Connect SnapTrade and Loyverse
Integrate SnapTrade with Loyverse to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when Customer Updated in Loyverse
Get Equity Quotes from SnapTrade when Customer Updated in Loyverse
Estimate Equity Order Impact with SnapTrade when Customer Updated in Loyverse
Place Options Order through SnapTrade when Customer Updated in Loyverse
List Crypto Pairs on SnapTrade when Customer Updated in Loyverse
Popular SnapTrade + Loyverse 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
Loyverse
Automatically do this!
Create Or Update Customer
Create Or Update Category
Create or Update Discount
Create Or Update Supplier
Create or Update POS Device
Create Or Update Taxes
Upload Item Image
List Items
List Customers
List Employees
Create Or Update Modifier
Create Sales Receipt
Create Refund Receipt
Create Or Update Variant
List of Receipts
Place Equity Order with SnapTrade when Customer Updated in Loyverse
Use this flowGet Equity Quotes from SnapTrade when Customer Updated in Loyverse
Use this flowEstimate Equity Order Impact with SnapTrade when Customer Updated in Loyverse
Use this flowPlace Options Order through SnapTrade when Customer Updated in Loyverse
Use this flowList Crypto Pairs on SnapTrade when Customer Updated in Loyverse
Use this flowCancel Order on SnapTrade when Customer Updated in Loyverse
Use this flowFind Account Symbols in SnapTrade when Customer Updated in Loyverse
Use this flowList Accounts from SnapTrade when Customer Updated in Loyverse
Use this flowPlace Equity Order with SnapTrade when Item Updated in Loyverse
Use this flowGet Equity Quotes from SnapTrade when Item Updated in Loyverse
Use this flowSupported Triggers & Actions
Everything you can automate between SnapTrade and Loyverse.
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Updated
Runs when a customer is updated in Loyverse.
Item Updated
Runs when an item is updated in your Loyverse account.
Inventory Level Updated
Runs when an inventory level is updated.
Receipt Created Or Updated
Runs when a receipt is created or updated.
Shifts Create
Triggers when new Shift is Created.
New Item Created
Runs when new items are created since the last scheduled check.
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 Loyverse
Loyverse is a cloud-based POS suite that turns smartphones and tablets into full point-of-sale systems, combining sales, inventory, and employee management with built-in loyalty features for retail and hospitality. It supports multi-store operations, offline sales, barcode scanning, and integrations, enabling real-time analytics and customer engagement from one account.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SnapTrade and Loyverse 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 Loyverse 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 Loyverse. No coding required.
Yes. You can set up a workflow where SnapTrade triggers actions in Loyverse, and a separate workflow where Loyverse 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 Loyverse. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SnapTrade and Loyverse integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
