Adobe Admin and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Adobe Admin

New group or product profile
New group or product profile in Adobe Admin
New user
New user in Adobe Admin

Any other trigger you can think up

Actions

Do this…

Adobe Admin

Custom action
Custom action in Adobe Admin (Custom)
Add product profiles to a group
Add product profiles to a group in Adobe Admin
Assign groups to a user
Assign groups to a user in Adobe Admin
Assign users to a group
Assign users to a group in Adobe Admin
Assign users to a product
Assign users to a product in Adobe Admin
Create enterprise user
Create enterprise user in Adobe Admin
Create federated user
Create federated user in Adobe Admin
Create group
Create group in Adobe Admin
Delete group
Delete group in Adobe Admin
Get product info
Get product info in Adobe Admin
Get user
Get user in Adobe Admin
Invite user
Invite user to organization in Adobe Admin
List groups and product profiles
List groups and product profiles in Adobe Admin
List users
List users in Adobe Admin
List users within group
List users within group in Adobe Admin
Remove product profiles from a Group
Remove product profiles from a group in Adobe Admin
Remove user from organization
Remove user from organization in Adobe Admin
Unassign groups from a user
Unassign groups from a user in Adobe Admin
Unassign users from a group
Unassign users from a group in Adobe Admin
Unassign users from a product
Unassign users from a product in Adobe Admin
Update group
Update group in Adobe Admin
Update user
Update user in Adobe Admin

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

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