Air and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Air 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…

Air
  • Delete asset
    Delete asset in Air
  • Remove tag from asset version
    Remove tag from asset version in Air
  • Delete board
    Delete board in Air
  • Remove asset from board
    Remove asset from board in Air
  • Remove guest from board
    Remove guest from board in Air
  • Delete custom field
    Delete custom field in Air
  • Delete custom field value
    Delete custom field value in Air
  • Delete library
    Delete library in Air
  • Delete tag
    Delete tag in Air
  • List assets
    List assets in Air
  • Get asset
    Get asset in Air
  • List asset's parent boards
    List asset's parent boards in Air
  • List asset CDN links
    List asset CDN links in Air
  • List asset versions
    List asset versions in Air
  • Get asset version
    Get asset version in Air
  • Get asset version download URL
    Get asset version download URL in Air
  • List boards
    List boards in Air
  • Get board
    Get board in Air
  • List board guests
    List board guests in Air
  • List custom fields
    List custom fields in Air
  • Get custom field
    Get custom field in Air
  • Get import status
    Get import status in Air
  • List libraries
    List libraries in Air
  • Get library
    Get library in Air
  • List roles
    List roles in Air
  • List tags
    List tags in Air
  • Activate or deactivate CDN link
    Activate or deactivate CDN link in Air
  • Update asset version
    Update asset version in Air
  • Update board
    Update board in Air
  • Update board guest role
    Update board guest role in Air
  • Update custom field
    Update custom field in Air
  • Update custom field value
    Update custom field value in Air
  • Update library
    Update library in Air
  • Update tag
    Update tag in Air
  • [Deprecated] Create evergreen CDN link (legacy)
    [Deprecated] Create evergreen CDN link (legacy) in Air
  • Create CDN link
    Create CDN link in Air
  • [Deprecated] Create version-pinned CDN link (legacy)
    [Deprecated] Create version-pinned CDN link (legacy) in Air
  • Add tag to asset version
    Add tag to asset version in Air
  • Create board
    Create board in Air
  • Add assets to board
    Add assets to board in Air
  • Add guest to board
    Add guest to board in Air
  • Complete multipart upload
    Complete multipart upload in Air
  • Create custom field
    Create custom field in Air
  • Add custom field value
    Add custom field value in Air
  • Import asset from URL
    Import asset from URL in Air
  • Create library
    Create library in Air
  • Create tag
    Create tag in Air
  • Upload asset
    Upload asset in Air
  • Get multipart upload part URL
    Get multipart upload part URL in Air
  • Set custom field value on asset
    Set custom field value on asset in Air
  • Set custom field value on board
    Set custom field value on board in Air

    • 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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