Connect Todoist and SnapTrade
Integrate Todoist with SnapTrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Equity Order with SnapTrade when Project Created in Todoist
Get Equity Quotes from SnapTrade when Project Created in Todoist
Estimate Equity Order Impact with SnapTrade when Project Created in Todoist
Place Options Order through SnapTrade when Project Created in Todoist
List Crypto Pairs on SnapTrade when Project Created in Todoist
Popular Todoist + SnapTrade flows
Start from a real workflow other teams are already running.
Choose a trigger
Todoist
When this happens...
Project Created
New Incomplete Task
New Complete Task
New Task Created in Project
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 Project Created in Todoist
Use this flowGet Equity Quotes from SnapTrade when Project Created in Todoist
Use this flowEstimate Equity Order Impact with SnapTrade when Project Created in Todoist
Use this flowPlace Options Order through SnapTrade when Project Created in Todoist
Use this flowList Crypto Pairs on SnapTrade when Project Created in Todoist
Use this flowCancel Order on SnapTrade when Project Created in Todoist
Use this flowFind Account Symbols in SnapTrade when Project Created in Todoist
Use this flowList Accounts from SnapTrade when Project Created in Todoist
Use this flowPlace Equity Order with SnapTrade when New Incomplete Task in Todoist
Use this flowGet Equity Quotes from SnapTrade when New Incomplete Task in Todoist
Use this flowSupported Triggers & Actions
Everything you can automate between Todoist and SnapTrade.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when a new project is created in Todoist.
New Incomplete Task
Runs when a new incomplete task is added to the selected project within the last 15 minutes.
New Complete Task
Triggers when Task is completed.
New Task Created in Project
Runs when a new task is added to a selected project in Todoist.
Do thisActions
Action is the task that follows automatically within your Todoist integrations.
Find or Create Project
Find an exiting project or create a new project
Update Task
Updates an existing Todoist task with a new title, description, due date, labels, priority, duration, or assignee.
Complete Task
Marks a task as completed.
Create Task
Creates a new task in Todoist with the provided title and details.
Create Project
Creates a new Todoist project and optionally sets its color, parent project, favorite status, and view style (list or board).
Add Comment
Adds a comment to a selected Todoist task.
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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Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Todoist and SnapTrade workflows.
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About Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
Learn moreSimilar apps
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 Todoist 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 Todoist 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 Todoist triggers actions in SnapTrade, and a separate workflow where SnapTrade triggers actions in Todoist. 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 Todoist and SnapTrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Todoist 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.
