Applaud and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Applaud 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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Triggers

When this happens…

Applaud
  • Deleted instance Real-time
    Deleted object in Applaud
  • New instance Real-time
    New object in Applaud
  • New instances in batch
    New object in Applaud
  • New/Updated instance Real-time
    New/Updated object in Applaud
  • New/updated instances in batch
    New/updated object in Applaud
  • Validation rule Real-time
    New object in Applaud
  • Updated instance Real-time
    Updated object in Applaud

    • Any other trigger you can think up

Actions

Do this…

Applaud
  • Create an instance
    Create instance in Applaud
  • Create instances in batches
    Create in batches in Applaud
  • Delete an instance
    Delete instance in Applaud
  • Delete instances in batches
    Delete instances in batches in Applaud
  • File download
    Download a File in Applaud
  • Record count
    Get the total number of records available in Applaud
  • Search a model
    Search object in Applaud
  • Send a chat message
    Send a chat message to applaud chatbot
  • Set validation result
    Set validation result
  • Start a conversation
    Start a new conversation
  • Update an instance
    Update instance in Applaud
  • Update instances in batches
    Update in batches in Applaud
  • File upload
    Upload a File in Applaud
  • Upsert an instance
    Upsert instance in Applaud
  • Upsert instances in batches
    Upsert in batches in Applaud

    • 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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