Azure Active Directory and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Azure Active Directory 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…

Azure Active Directory
  • New deleted user
    New deleted User in Microsoft Entra ID
  • New deleted user Batch
    New deleted User in batches in Microsoft Entra ID
  • New group
    New group in Microsoft Entra ID
  • New/updated group
    New or updated group in Microsoft Entra ID
  • New/updated member Real-time
    New or updated member in Microsoft Entra ID
  • New/updated user
    New or updated User in Microsoft Entra ID
  • New/updated user Batch
    New or updated User in batches in Microsoft Entra ID
  • New user
    New User in Microsoft Entra ID
  • New user Batch
    New User in batches in Microsoft Entra ID

    • Any other trigger you can think up

Actions

Do this…

Azure Active Directory
  • Custom action
    Custom action in Microsoft Entra ID (Azure Active Directory) (Custom)
  • Add member to group
    Add member to group in Microsoft Entra ID
  • Add or remove user license
    Add or remove User license(s) in Microsoft Entra ID
  • Create group
    Create group in Microsoft Entra ID
  • Create user
    Create user in Microsoft Entra ID
  • Delete group
    Delete group in Microsoft Entra ID
  • Delete user
    Delete user in Microsoft Entra ID
  • Get group details by ID
    Get group by ID in Microsoft Entra ID
  • Search group members
    Search group members in Microsoft Entra ID
  • Search transitive group members
    Search transitive group members in Microsoft Entra ID
  • Get user details by ID
    Get user by ID in Microsoft Entra ID
  • Get user license
    Get User license by ID Microsoft Entra ID
  • Search users
    Search users in Microsoft Entra ID
  • Remove member from group
    Remove member from group in Microsoft Entra ID (Azure Active Directory)
  • Revoke sign-in session
    Revoke user sign-in session in Microsoft Entra ID
  • Update group
    Update group in Microsoft Entra ID
  • Update user
    Update user in Microsoft Entra ID

    • 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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