BIM 360 and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

BIM 360

New or updated document in a project folder
New or updated document in a project folder in BIM 360
New or updated document in a project folder and subfolders
New or updated document in a project folder and subfolders in BIM 360
New or updated issue (V2) in a project
New or updated issue (V2) in a project in BIM 360
New or updated object in a project
New or updated object in a project in BIM 360

Any other trigger you can think up

Actions

Do this…

BIM 360

Custom action
Custom action in BIM 360 (Custom)
Create issue in a project (V2)
Create issue in a project (V2) in BIM 360
Create object in a project
Create object in a project in BIM 360
Download cost document in a project
Download generated cost document in a project in BIM 360
Download document in a project
Download document in a project in BIM 360
Download drawing export in a project
Download drawing export in a project in BIM 360
Export drawing in a project
Export drawing in a project in BIM 360
Get document in a project
Get document in a project in BIM 360
Get drawing export status in a project
Get drawing export status in a project in BIM 360
Get folder contents Batch
Get folder contents in BIM 360
Get folder info in a project
Get folder info in a project in BIM 360
Get issue in a project (V2)
Get issue in a project (V2) in BIM 360
Get object in a project
Get object in a project in BIM 360
Get project details
Get project details in BIM 360
Search issues in a project (V2) Batch
Search issues in a project (V2) in BIM 360
Search objects in a project
Search objects in a project in BIM 360
Update issue in a project (V2)
Update issue in a project (V2) in BIM 360
Update object in a project
Update object in a project in BIM 360
Upload document to a project
Upload document to a project in BIM 360

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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