D2L Brightspace and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect D2L Brightspace 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…

D2L Brightspace
  • Custom action
    Custom action in D2L Brightspace (Custom)
  • Create Users Bulk
    Create users in specified batch size
  • Enroll Users Bulk
    Enroll users in specified batch size
  • Upsert Users Bulk
    Create or update users from the Source List
  • Copy Course Components
    Copy course components from Org Unit Id (Source) to Org Unit Id (Target)
  • Create Assignment
    Create a new assignment in Org Unit Id
  • Create Course Offering
    Creates a new Course Offering with Course Code
  • Create Course Template
    Create a new course template under Parent Org Unit Id(s)
  • Create Department
    Creates a new Department with Code
  • Create Org Unit of Custom Type
    Creates a new Org Unit with Code
  • Create Semester
    Creates a semester with Code
  • Create User
    Creates a new user with name
  • Delete all User Attributes
    Delete all the attributes of a user with UserId
  • Delete Course Offering
    Delete course with Org Unit ID
  • Delete User
    Delete user with user ID
  • Delete (Unset) User Attributes
    Delete (unset) specified user attributes with userID
  • Download Brightspace Data Set
    Use this action to download the most recent full or differential of a specific Brightspace Data Set.
  • Enroll User
    Enroll a user with user ID in Org Unit ID
  • Retrieve Award Details
    Retrieve a specific award with ID
  • Retrieve Course Offering Details
    Retrieve a specific course offering with ID
  • Retrieve Enrollments in an OrgUnit
    Retrieve a list of users enrolled in Org Unit with ID
  • Retrieve Org Unit Details
    Retrieve a list of details for org units that match the OrgUnitCode
  • Retrieve User Attributes
    Retrieve all user attributes for userId
  • Retrieve User Enrollments
    Retrieve a list of enrollments for userId
  • Retrieve User Details by UserId
    Retrieve user details for userId
  • Delete Org Unit
    Delete an org unit with OrgUnitId
  • Search For User(s)
    Retrieve data for one or more users that have a matching parameter
  • Update (Set) Multi-Value User Attributes
    Update (Set) the multi-value attribute for UserId
  • Update (Set) User Attributes
    Update (Set) single-value attributes [] for UserId
  • Unenroll User
    Unenroll UserId from OrgUnitId
  • Update Course Offering
    Update the course offering with OrgUnitId
  • Update Course Template
    Update the details for course template with OrgUnitId
  • Update Org Unit
    Update the details for the org unit with OrgUnitId
  • Update Org Unit of Custom Type
    Update information for a custom type Org Unit with Org Unit ID
  • Update User
    Update details for UserId
  • Who Am I
    Retrieve information about the current user (Primarily used to check for valid OAuth2 credentials by end user)

    • 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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