Connect Julius Baer to Zapier
Automatically sync your bank transactions and balances to over 8,000+ apps and services through Zapier.
Regulated PSD2 — read-onlySimple per-connection pricing
Features
From
Julius Baer
- Secure bank connection with automatic transaction syncing
- Supports pending transactions
- Supports credit card accounts
To
Zapier
- Create Zapier triggers for new & updated transactions, updated balances, and more
- Use almost any bank transaction field in your Zaps
- Sensitive identifiers like account numbers are always omitted from payloads
- Transform transactions with bank account rules
- Enrich transactions with clean merchant names, logos, and more (Pro)
Setup
How it works
Step 01
Connect securely
Log in through Julius Baer's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Julius Baer accounts you want to sync.
Step 03
Link to Zapier
Create Zaps listening to events from all or selected bank accounts.
Step 04
Sync automatically
Transactions and balances flow from Julius Baer to Zapier from that point on.
FAQ
Frequently asked questions
- How often does Julius Baer sync to Zapier?
- Synci polls Julius Baer for new data every 30 to 360 minutes, depending on your plan. Some banks may not support high-frequency sync (30 min). When new transactions or balance changes are found, they are transferred to Zapier within seconds.
- Does Julius Baer support pending transactions?
- Yes — Julius Baer exposes pending transactions, and Synci syncs them to Zapier. When the bank eventually books them, Synci automatically updates the same transactions in Zapier rather than creating duplicates.
- Are Julius Baer credit card accounts supported?
- Yes — Julius Baer credit card accounts can be connected and synced to Zapier alongside your regular accounts.
- Is my Julius Baer login shared with Synci?
- No. Synci connects to Julius Baer through regulated PSD2 APIs, which means authentication happens on Julius Baer's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Julius Baer?
- Synci currently connects to Julius Baer through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Julius Baer.