BlackLine and Sanctuary Wealth Advisor integration | Workato

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Triggers

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Actions

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BlackLine

Import account assignments
Import account assignments in BlackLine
Import account balances
Import account balances in BlackLine
Import account group mappings
Import account group mappings in BlackLine
Import account group settings
Import account group settings in BlackLine
Import account settings
Import account settings in BlackLine
Import bank balances
Import bank balances in BlackLine
Import budgets
Import budgets in BlackLine
Import CIM mappings
Import CIM mappings in BlackLine
Import currency rates
Import currency rates in BlackLine
Import entities
Import entities in BlackLine
Import entity types
Import entity types in BlackLine
Import item detail
Import item detail in BlackLine
Import multi-currency balances
Import multi-currency balances in BlackLine
Import subledger balances
Import subledger balances in BlackLine
Import task dependencies
Import task dependencies in BlackLine
Import task description
Import task description in BlackLine
Import tasks
Import tasks in BlackLine
Import tasks auto-certify completion
Import tasks auto-certify completion in BlackLine
Import team types
Import team types in BlackLine
Import teams
Import teams in BlackLine
Import user entities
Import user entities in BlackLine
Import user roles
Import user roles in BlackLine
Import user team assignments
Import user team assignments in BlackLine
Import users
Import users in BlackLine
Import variance group mapping
Import variance group mapping in BlackLine
Import variance group settings
Import variance group settings in BlackLine
Import variance rules
Import variance rules in BlackLine
Import variance settings
Import variance settings in BlackLine

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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