Connect SnapTrade and Placker
Integrate SnapTrade with Placker to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Cancel Order on SnapTrade when Comment Added to Card on Placker
Estimate Equity Order Impact with SnapTrade when Card Created in Placker
Place Equity Order with SnapTrade when Card Status Changed in Placker
Cancel Order on SnapTrade when Label Added To Card in Placker
Place Equity Order with SnapTrade when Card Created in Placker
Popular SnapTrade + Placker 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
Placker
Automatically do this!
Get Board Label
Search Card
Add Label to Card
Create Card
Remove Label From Card
Get Card Details
Cancel Order on SnapTrade when Comment Added to Card on Placker
Use this flowEstimate Equity Order Impact with SnapTrade when Card Created in Placker
Use this flowPlace Equity Order with SnapTrade when Card Status Changed in Placker
Use this flowCancel Order on SnapTrade when Label Added To Card in Placker
Use this flowPlace Equity Order with SnapTrade when Card Created in Placker
Use this flowList Accounts from SnapTrade when Card Archived in Placker
Use this flowFind Account Symbols in SnapTrade when Card Unarchived in Placker
Use this flowList Accounts from SnapTrade when Card Created in Placker
Use this flowCancel Order on SnapTrade when Card Status Changed in Placker
Use this flowCancel Order on SnapTrade when Card Unarchived in Placker
Use this flowSupported Triggers & Actions
Everything you can automate between SnapTrade and Placker.
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Triggers when card is created in a specipic board.
Card Status Changed
Triggers when card status is changed in a specipic board.
Card Archived
Triggers when card is archived in a specipic board.
Card Unarchived
Triggers when card is unarchived in a specipic board.
Card Removed
Triggers when card is removed in a specipic board.
Comment Added to Card
Triggers when comment is added to card in a specipic board.
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 Placker
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SnapTrade and Placker 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 Placker 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 Placker. No coding required.
Yes. You can set up a workflow where SnapTrade triggers actions in Placker, and a separate workflow where Placker 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 Placker. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SnapTrade and Placker integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
