0codekit and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect 0codekit and Sanctuary Wealth Advisor . Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Actions

Do this…

0codekit
  • Custom action
    Custom action in (Custom)
  • Entity Detection
    Detects Entities
  • Language Detection
    Detects Language
  • Mood Detection
    Detects Mood
  • Picture Object Recognition
    Recognizes Object in Picture
  • Picture Text Recognition
    Recognizes Text in Picture
  • Translate Text
    Translates Text
  • Calculate BMI
    Calculates BMI
  • Calculate Geo Distance
    Get Distance Between two adresses
  • Run Javascript Code
    Run Javascript Code
  • Run Python Code
    Run Python Code
  • Convert CSV to JSON
    Converts CSV to JSON
  • Convert Currency
    Converts Currency
  • Convert IP to Geo
    Converts IP to Geo
  • Convert ISO to Nation
    Converts ISO to Nation
  • Convert Nation to ISO
    Converts Nation to ISO
  • Crypto Decrypt
    Crypto Decrypt
  • Crypto Encrypt
    Crypto Encrypt
  • Crypto Hash
    Crypto Hash
  • Current Month
    Current Month
  • Current Week
    Current Week
  • Current Week from Date
    Current Week from Date
  • Current Week from Unix Timestamp
    Current Week from Unix Timestamp
  • Current Week only with Week Number
    Current Week only with Week Number
  • Current Week with Week Number and Year
    Current Week with Week Number and Year
  • Holidays in Specific Country and Year
    Holidays in Specific Country and Year
  • Is Given Date is Weekend, with Format
    Is Given Date is Weekend, with Format
  • Is Given Date is Weekend
    Is Given Date is Weekend
  • Specific Month and Year
    Specific Month and Year
  • Convert Between Timezones with Date
    Convert Between Timezones with Date
  • Convert Between Timezones with Unix Timestamp
    Convert Between Timezones with Unix Timestamp
  • Get a Random City
    Get a Random City
  • Get Random Name
    Get Random Name
  • Get Random Name with Gender
    Get Random Name with Gender
  • Get a Number
    Get Random Name
  • Decode a QRCode
    Decode a QRCode
  • Generate a QRCode
    Generate a QRCode
  • Create Shortened Url
    Create Shortened Url
  • Create Custom Shortened Url
    Create Custom Shortened Url
  • Delete Shortened Url
    Delete Shortened Url
  • Get a Shortened Url
    Get a Shortened Url
  • List Shortened Urls
    List Shortened Urls
  • Update Shortened Url
    Update Shortened Url
  • Image Exif
    Image Exif
  • Lookup VAT Rates
    Looksup VAT Rates
  • Advanced Switch with URL
    Advanced Switch with URL
  • Detect Gender
    Detect Gender
  • Create a Scheduler
    Create a Scheduler
  • Delete a Scheduler
    Delete a Scheduler
  • List Schedulers
    List Schedulers
  • Split Name
    Split Name
  • URL Expander
    URL Expander
  • UTM Build
    UTM Build
  • UTM Parse
    UTM Parse
  • Gets PDF page count
    Get the page count from a PDF file either via url or buffer
  • Creates a PDF from HTML
    Creates a PDF file from HTML
  • Merges multiple PDFs
    Merge multiple PDF files into a single PDF
  • Splits a PDF
    Split a PDF file into custom defined sections
  • Creates a PDF file from URL
    Creates a PDF file from URL
  • Add a Global Variable
    Add a Global Variable
  • Delete a Global Variable
    Delete a Global Variable
  • Get a Global Variable
    Get a Global Variable
  • List Global Variables
    List Global Variables
  • Add a Perm File
    Add a Perm File
  • Delete a Perm File
    Delete a Perm File
  • Get a Perm File
    Get a Perm File
  • List Perm Files
    List Perm Files
  • Add a Temporary File and Recieve a URL
    Add a Temporary File and Recieve a URL
  • Text Contains
    Text Contains
  • Validate a bic
    Checks if bic is valid
  • Validates an email and correct it
    Validates an email address matching it with standards and eventually corrects it
  • Validate an IBAN
    Checks if IBAN is valid
  • Validate vat with Countrycode and plain ID
    Validates vat with Countrycode and plain ID
  • Checks validity of a VAT ID
    Checks if VAT number and ID is valid
  • Verify a Domain
    Checks if domain is valid
  • Word Merge
    Word Merge

    • Any other action you can think up

Sanctuary Wealth Advisor
  • Get Account Asset Values
    Holdings for one account, with a cash subtotal
  • Get Account Transactions
    Transactions in a date range, with a withdrawal subtotal
  • Get Account Value
    Market value for one account, current or as of a date
  • Get Benchmark & Risk Profile
    Household risk and benchmark figures. Response shape unverified
  • Get Beneficiaries (by Rep)
    Beneficiaries for a rep, filtered to account IDs
  • Get Client Detail
    One client record. Verbose adds portfolio and household members
  • Get Client Registrations
    Registrations for one client
  • Get Household Portfolio Cards
    Household performance cards. Response shape unverified
  • Get Performance & Allocation Summary
    Household performance and allocation. Response shape unverified
  • Get RMD (by Rep)
    RMD figures for a rep, filtered to account IDs
  • Get Signed In User
    Advisor identity, read from Orion on every call
  • Get Systematics (by Rep)
    Systematic distributions for a rep, filtered to account IDs
  • List Accounts (Grid View)
    Accounts with client and household join keys
  • List Billing Clients
    Client level fee schedule and billing status
  • List Billing Schedules
    Fee schedule names and types. Rates are free text - never parse them
  • List Clients
    Clients from the plain route. Use the Grid view if this 404s
  • List Clients (Grid View)
    Client list. The reliable one - start here
  • List Portfolio Assets
    Holdings for a set of account IDs
  • List Registrations
    Registration reference list. Fetch once at build time
  • List Transaction Types
    Transaction type IDs. Fetch once, then hard code the withdrawal IDs
  • Search Accounts (Simple)
    Find accounts by name, number, or client ID

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation