ChannelEngine and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect ChannelEngine 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Actions

Do this…

ChannelEngine
  • Create Cancellation.
    Create Cancellation. in Channel engine merchant API
  • Get Channels.
    Get Channels. in Channel engine merchant API
  • Get the BuyBox winner prices
    Get the BuyBox winner prices in Channel engine merchant API
  • Get Listed Products
    Get Listed Products in Channel engine merchant API
  • Get Notifications.
    Get Notifications. in Channel engine merchant API
  • Get stock for products.
    Get stock for products. in Channel engine merchant API
  • Update stock and/or price.
    Update stock and/or price. in Channel engine merchant API
  • Update only stock.
    Update only stock. in Channel engine merchant API
  • Acknowledge Order.
    Acknowledge Order. in Channel engine merchant API
  • Get Orders By Filter.
    Get Orders By Filter. in Channel engine merchant API
  • Get New Orders.
    Get New Orders. in Channel engine merchant API
  • Download Invoice.
    Download Invoice. in Channel engine merchant API
  • Download Packing Slip.
    Download Packing Slip. in Channel engine merchant API
  • Update Comment.
    Update Comment. in Channel engine merchant API
  • Delete multiple Products.
    Delete multiple Products. in Channel engine merchant API
  • Bulk Patch Products
    Bulk Patch Products in Channel engine merchant API
  • Get product bundles.
    Get product bundles. in Channel engine merchant API
  • Upsert Products.
    Upsert Products. in Channel engine merchant API
  • Delete Product.
    Delete Product. in Channel engine merchant API
  • Get Products.
    Get Products. in Channel engine merchant API
  • Get Product.
    Get Product. in Channel engine merchant API
  • Acknowledge Return.
    Acknowledge Return. in Channel engine merchant API
  • Create Return.
    Create Return. in Channel engine merchant API
  • Get Return.
    Get Return. in Channel engine merchant API
  • Get Returns.
    Get Returns. in Channel engine merchant API
  • Get Unhandled Returns.
    Get Unhandled Returns. in Channel engine merchant API
  • Mark a return as received.
    Mark a return as received. in Channel engine merchant API
  • Get settings.
    Get settings. in Channel engine merchant API
  • Create Shipment.
    Create Shipment. in Channel engine merchant API
  • Create shipment for channel provided shipping labels
    Create shipment for channel provided shipping labels in Channel engine merchant API
  • Get carriers for channel provided shipping labels
    Get carriers for channel provided shipping labels in Channel engine merchant API
  • Get Shipments
    Get Shipments in Channel engine merchant API
  • Download shipping label.
    Download shipping label. in Channel engine merchant API
  • Update Shipment.
    Update Shipment. in Channel engine merchant API
  • Get the stock locations (or virtual warehouses).
    Get the stock locations (or virtual warehouses). in Channel engine merchant API
  • Create Webhook.
    Create Webhook. in Channel engine merchant API
  • Delete Webhook.
    Delete Webhook. in Channel engine merchant API
  • Get Webhooks.
    Get Webhooks. in Channel engine merchant API
  • Update Webhook.
    Update Webhook. in Channel engine merchant API

    • 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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