Brex and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Brex 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

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Actions

Do this…

Brex
  • List users in Brex
    This endpoint lists all users.
  • Invite user to Brex
    This endpoint invites a new user as an employee.
  • Get current user in Brex
    This endpoint returns the user associated with the OAuth2 access token.
  • Get user in Brex
    This endpoint returns a user by ID.
  • Update user in Brex
    This endpoint updates a user. Any parameters not provided will be left unchanged.
  • Get limit for the user in Brex
    This endpoint gets the monthly limit for the user including the monthly available limit.
  • Set limit for the user in Brex
    This endpoint sets the monthly limit for a user. The limit amount must be non-negative.
  • List locations in Brex
    This endpoint lists all locations.
  • Create location in Brex
    This endpoint creates a new location.
  • Get location in Brex
    This endpoint gets a location by ID.
  • List departments in Brex
    This endpoint lists all departments.
  • Create department in Brex
    This endpoint creates a new department.
  • Get department in Brex
    This endpoint gets a department by ID.
  • Lists all cards by a user_id in Brex
    Lists all cards by a user_id. Only cards with limit_type = CARD have spend_controls.
  • Create card in Brex
    This endpoint creates a new card.
  • Get card in Brex
    This endpoint retrieves a card by ID.
  • Update card in Brex
    This endpoint updates an existing vendor card.
  • Lock card in Brex
    This endpoint locks an existing card.
  • Get card number in Brex
    This endpoint retrieves card number, CVV, and expiration date of a card by ID.
  • Terminate card in Brex
    This endpoint terminates an existing card.
  • Unlock card in Brex
    This endpoint unlocks an existing card.
  • Get company in Brex
    This endpoint returns the company associated with the OAuth2 access token.
  • Lists vendors in Brex
    This endpoint lists all existing vendors for an account. Takes an optional parameter to match by vendor name.
  • Create vendor in Brex
    This endpoint creates a new vendor.
  • Get vendor in Brex
    This endpoint retrieves a vendor by ID.
  • Update vendor in Brex
    This endpoint updates an existing vendor.
  • Delete vendor in Brex
    This endpoint deletes an existing vendor.
  • Lists transfers in Brex
    This endpoint lists existing transfers for an account Currently, the API can only return transfers for the following payment rails: ACH, DOMESTIC_WIRE, CHEQUE, INTERNATIONAL_WIRE
  • Create transfer in Brex
    This endpoint creates a new transfer.
  • Get transfer in Brex
    This endpoint retrieves a transfer by ID.
  • List transactions for the primary card account in Brex
    This endpoint lists all settled transactions for the primary card account.
  • List transactions for the selected cash account in Brex
    This endpoint lists all transactions for the cash account with the selected ID.
  • List card accounts in Brex
    This endpoint lists all accounts of card type
  • List primary card account statements in Brex
    This endpoint lists all finalized statements for the primary card account.
  • List cash accounts in Brex
    This endpoint lists all the existing cash accounts with their status.
  • List cash account statements in Brex
    This endpoint lists all finalized statements for the cash account by ID.
  • List referrals in Brex
    This endpoint lists unexpired referrals.
  • Create a referral in Brex
    This endpoint creates a referral.
  • Get referral by ID in Brex
    This endpoint gets a referral by ID.
  • Create a new document upload in Brex
    This endpoint creates a referral.

    • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation