Box and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Box

New CSV file in folder Batch
New CSV file in Box
New event in folder Real-time
New event in folder
New/updated file in folder
New/updated file in Box
New line in CSV file
New line in CSV file in Box
New/updated CSV file in folder Batch
New/updated CSV file in Box
New/updated file metadata in folder
New/updated file metadata in Box
New/updated folder in folder
New/updated folder in Box
New/updated sign event in folder
New/updated sign event in Box

Any other trigger you can think up

Actions

Do this…

Box

Custom action
Custom action in Box (Custom)
Add comment to file
Add comment to file in Box
Cancel sign request
Cancel sign request in Box
Copy file or folder
Copy file or folder in Box
Create collaboration
Create collaboration in Box
Create file shared link
Create shared link for file in Box
Create folder
Create folder in Box
Create folder shared link
Create shared link for folder in Box
Create file metadata
Create metadata in a file in Box
Create sign request
Create sign request in Box
Delete file or folder
Delete file or folder in Box
Delete file metadata
Delete metadata in a file in Box
Download file
Download contents from a file in Box
Get file download URL
Get file download URL in Box
List folder items Batch
List files and folders in a specific folder in Box
Get file comments Batch
Get file comments in Box
Get file text content
Get text content from a file in Box
Get file or folder details
Get details of a file or folder in Box
Get file metadata
Get metadata in a file in Box
Get sign request
Get sign request in Box
List sign requests Batch
List sign requests in Box
Rename/move file or folder
Rename/move file or folder in Box
Remove file shared link
Remove shared link from a file in Box
Rename other user’s file or folder
Rename other user's file in Box
Resend sign request
Resend sign request in Box
Search files or folders Batch
Search files or folders in Box
Update CSV file in box
Update CSV file in Box
Update file metadata
Update metadata in a file in Box
Upload file using file contents
Upload file using file contents to Box
Upload file using file URL
Upload file from public URL to folder

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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