Data247.Com and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Data247.Com 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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Triggers

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Actions

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Data247.Com
  • Append247 (Email)
    Append247 (Email) appends email addresses for your contacts. You supply names and addresses or their phone numbers, and api will return their email addresses.
  • Append247 (Gender)
    Append247 (Gender) returns the probable gender associated with a name.
  • Append247 (Name)
    Append247 (Name) takes phone as input and returns name of person behind it.
  • Append247 (Phone)
    Append247 (Phone) appends phone number for your contacts. You supply names and addresses of your contacts, and api will return their phone.
  • Append247 (Profile Data)
    Our Append247 (Profile Data) service gives you additional information about the people on your lead list, including Financial, Interests, and/or Household data.
  • Append247 (Reverse Email)
    Append247 (Reverse Phone) finds the name and address associated with a phone number.
  • Append247 (Reverse Phone)
    Append247 (Reverse Phone) finds the name and address associated with a phone number.
  • Append247 (Reverse Zipcode)
    Append247 (Reverse Zipcode) takes a 5 or 9 digit zipcode, and returns the formatted address components(address, city, state etc) of that location.
  • Append247 (Zipcode)
    Append247 (Zipcode) appends 9-digit zipcodes for your contacts. You supply the addresses, and the api will return their zip code and other information.
  • Carrier247 (International)
    Carrier247 (International)returns carrier information for international phone numbers, including whether they are wireless or landline numbers.You must provide country code in your phone number.
  • Text@
    Text@ retrieves the Carrier name, iswireless, email-to-SMS, and email-to-MMS gateway addresses for your wireless phone numbers.
  • Carrier247 (Carrier Type)
    Carrier247 (Carrier Type) is similar to Carrier247 (USA), but only returns a subset of the data (just the carrier type), and it works for Canadian phone numbers as well as USA without the requirement that the user subscribe to the CLNPC to get port corrected results.
  • Do-Not-Call (USA)
    DNC Check returns whether a phone number exists in your internal dnc list OR in Federal Do-Not-Call list.
  • Locate247 (IP)
    Locate247 (IP) returns the geolocation data for IP addresses.
  • Trust247 (Phone Number)
    Trust247 (Phone Number) takes phone number as input and returns whether it's on a list of SPAM callers.
  • Carrier247 (USA)
    Carrier247 (USA) returns Carrier name, iswireless, email-to-SMS, and email-to-MMS gateway addresses for provided domestic US phone numbers.
  • Verify247 (Postal Address)
    Verify247 (Postal Address) verifies provided USA postal addresses and parses out to different address components.
  • Verify247 (Email)
    Verify247 (Email) will verify that each of your email address is properly formatted and there is a working mailbox associated with it.
  • Verify247 (Phone Number)
    Verify247 (Phone Number) will verify that each of the provided phone is active or not.

    • 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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