Barista and Sanctuary Wealth Advisor integration | Workato

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Triggers

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Actions

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Barista

Onboard Employee
Create Employee in 'Barista
Post KB
Create KB in 'Barista
Delete Employee
Delete Employee in Barista
Generate Integration Token
Generate Integration Token in ' 'Barista
Get All Employees
GET All Employees from Barista
Get All KBs
GET All KBs from Barista
Get Conversation from Channel
GET Conversation from Channel
Get Employee by Email
Search Employee in Barista
Get Employee by ID
Search Employee in Barista
Get Report9 by ESP Filters
GET Report9 Data in ' 'Barista
Get Task
Get Task from ' 'Barista
Get Task by Channel ID
Get Task from ' 'Barista
Parse CSV Data
Parse CSV Data in Barista
Parse CSV Status Check
Parse CSV Status Check in Barista
Patch KB
Patch KB in 'Barista
Post Data To Channel
Post Data to Barista channel
Post Sync IDs
Post Sync IDs in Barista
Search Employees
Search Employees in Barista
Terminate Employee
Terminate Employee in Barista
Update Channel Live Agent Session Mode
Performs a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
Update Employee
Update Employee in ' 'Barista
Update Reference Number on Task
Update Reference Number in ' 'Barista Task
Update Report9 Data
Update Report9 Data in ' 'Barista
Update Task
Update Task in ' 'Barista
Update Task Owner
Change Owner on Tasks
Update Task Status
Change Status on Tasks
Update Task Live Agent Session Mode
Performs a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
Upload CSV file to barista
Upload CSV File to Barista

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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