Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Code42 Incydr
- New AlertsChecks for new alerts.
- New File EventsChecks for new file events from your saved search query.
Any other trigger you can think up
Actions
Do this…
Code42 Incydr
- Add to legal hold matterAdd to legal hold matter in Code 42
- Add users to watchlistAdd users to watchlist in Code 42
- Block userBlock user in Code 42
- Create caseCreate case in Code 42
- Create userCreate user in Code 42
- Create watchlistCreate watchlist in Code 42
- Custom actionCustom action in Code42
- Deactivate userDeactivate user in Code 42
- Get alert detailsGet alert details in Code 42
- Get all watchlist membersGet all watchlist members in Code 42
- Get all watchlistsGet all watchlists in Code 42
- Get detection list profileGet detection list profile in Code 42
- Get user risk profileGet user risk profile in Code 42
- Get users on watchlistGet users on watchlist in Code 42
- Get watchlistGet watchlist in Code 42
- Get watchlist memberGet watchlist member in Code 42
- Reactivate userReactivate user in Code 42
- Remove departing employeeRemove departing employee in Code 42
- Remove from legal hold matterRemove from legal hold matter in Code 42
- Remove high risk employeeRemove high risk employee in Code 42
- Remove users from watchlistRemove users from watchlist in Code 42
- Search file eventsSearch file events in Code 42
- Unblock userUnblock user in Code 42
- Update alert stateUpdate alert state in Code 42
- Update caseUpdate case in Code 42
- Update detection list user notesUpdate detection list user notes in Code 42
- Update user risk profile end dateUpdate user risk profile end date in Code 42
- Update user risk profile notesUpdate user risk profile notes in Code 42
- Update user risk profile start dateUpdate user risk profile start date in Code 42
Any other action you can think up
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor 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 ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction 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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