Alfresco Content Services and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Alfresco Content Services 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Actions

Do this…

Alfresco Content Services
  • Copy file / folder
    Copy file / folder in Alfresco connector
  • Create folder
    Create folder in Alfresco connector
  • Create file / folder comment
    Create file / folder comment in Alfresco connector
  • Create file / folder shared links
    Create file / folder shared links in Alfresco connector
  • Create file / folder tags
    Create file / folder tags in Alfresco connector
  • Create zip file
    Create zip file in Alfresco connector
  • Delete file / folder
    Delete file / folder in Alfresco connector
  • Delete file / folder comment
    Delete file / folder comment in Alfresco connector
  • Delete file / folder shared links
    Delete file / folder shared links in Alfresco connector
  • Delete file / folder tag
    Delete file / folder tag in Alfresco connector
  • Download file
    Download file in Alfresco connector
  • Get file rendition
    Get file rendition in Alfresco connector
  • Get file renditions
    Get file renditions in Alfresco connector
  • Get file version
    Get file version in Alfresco connector
  • Get file versions
    Get file versions in Alfresco connector
  • Get group
    Get group in Alfresco connector
  • Get group members
    Get group members in Alfresco connector
  • Get groups
    Get groups in Alfresco connector
  • Get file / folder
    Get file / folder in Alfresco connector
  • Get site / folder children
    Get site / folder children in Alfresco connector
  • Get file / folder comments
    Get file / folder comments in Alfresco connector
  • Get file / folder properties
    Get file / folder properties in Alfresco connector
  • Get file / folder rating
    Get file / folder rating in Alfresco connector
  • Get file / folder Alfresco Share URI
    Get file / folder Alfresco Share URI in Alfresco connector
  • Get file / folder shared link
    Get file / folder shared link in Alfresco connector
  • Get file / folder shared links
    Get file / folder shared links in Alfresco connector
  • Get file / folder tags
    Get file / folder tags in Alfresco connector
  • Get repository tag
    Get repository tag in Alfresco connector
  • Get repository tags
    Get repository tags in Alfresco connector
  • Get site
    Get site in Alfresco connector
  • Get site groups
    Get site groups in Alfresco connector
  • Get site members
    Get site members in Alfresco connector
  • Get sites
    Get sites in Alfresco connector
  • Get user
    Get user in Alfresco connector
  • Get user groups
    Get user groups in Alfresco connector
  • Get users
    Get users in Alfresco connector
  • Get zip file
    Get zip file in Alfresco connector
  • Move file / folder
    Move file / folder in Alfresco connector
  • Rename file / folder
    Rename file / folder in Alfresco connector
  • Search
    Search in Alfresco connector
  • Update file
    Update file in Alfresco connector
  • Update file / folder comment
    Update file / folder comment in Alfresco connector
  • Update file / folder properties
    Update file / folder properties in Alfresco connector
  • Upload file
    Upload file in Alfresco connector

    • 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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