Asana and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Asana

New event Real-time
New event in Asana
New or updated tasks trigger
New or updated task in Asana

Any other trigger you can think up

Actions

Do this…

Asana

Custom action
Custom action in Asana (Custom)
Add task to section
Add task to section in Asana
Create a membership
Create a membership in Asana
Create a project
Create a project in Asana
Create a section in a project
Create a section in a project in Asana
Create a status update
Create a status update in Asana
Create a story on a task
Create a story on a task in Asana
Create subtask
Create subtask in Asana
Create tag
Create tag in Asana
Create task
Create task in Asana
Get a project's custom field settings Batch
Get a project's custom field settings in Asana
Get people details by ID
Get people details by ID in Asana
Get project detail by ID
Get project details by ID in Asana
Get project sections Batch
Get sections in project in Asana
Get stories from a task Batch
Get stories from a task in Asana
Get subtasks from a task Batch
Get subtasks from a task in Asana
Get task counts for a project
Get task counts for a project in Asana
Get task details by ID
Get task details by ID in Asana
Get tasks from a section Batch
Get tasks from a section in Asana
Get tasks from a user task list Batch
Get tasks from a user task list in Asana
Get a user's task list
Get a user's task list in Asana
List all tasks with tag Batch
List tasks with tag in Asana
List people Batch
List people in Asana
List project tasks Batch
List tasks in project in Asana
List workspaces Batch
List workspaces in Asana
Search projects Batch
Search projects in Asana
Search tags Batch
Search tags in Asana
Search tasks Batch
Search tasks in workspace in Asana
Search tasks in a workspace Batch
Search tasks in a workspace in Asana
Get objects via typeahead Batch
Get objects via typeahead in Asana
Update task
Update task in Asana

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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