Public
Zapier logo
Beam

Connect Public to Zapier

Automatically sync your portfolio balances and trades to over 8,000+ apps and services through Zapier.

Get started
Secure read-only connectionSimple per-connection pricing

Features

From

Public

  • Secure read-only connection with automatic portfolio syncing
  • Account balances, holdings, and positions
  • Trade history, dividends, and corporate actions

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 Public's own authentication flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which Public accounts you want to sync.

Step 03

Link to Zapier

Create Zaps listening to events from all or selected accounts.

Step 04

Sync automatically

Balances, holdings, and trades flow from Public to Zapier from that point on.

Get started

FAQ

Frequently asked questions

How often does Public sync to Zapier?
Synci polls Public for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Zapier within seconds.
What gets synced from Public to Zapier?
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Public accounts sync, and rules can transform data before it reaches Zapier.
Is my Public login shared with Synci?
No. Synci connects to Public through a secure data provider, which means authentication happens on Public's own login flow. Your login credentials are never shared with or stored by Synci.
Which provider does Synci use to connect to Public?
Synci currently connects to Public through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Public.