Deltek Talent and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Deltek Talent 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

When this happens…

Deltek Talent
  • Custom Fields (Polling)
    Polls custom fields data in Talent
  • New Hires (Polling)
    Polls new hire data in Talent
  • New Onboarding (Polling)
    Polls onboarding data in Talent
  • Skills (Polling)
    Polls skills data in Talent
  • User Terminations (Polling)
    Polls user termination data in Talent
  • User Updates (Polling)
    Polls user update data in Talent

    • Any other trigger you can think up

Actions

Do this…

Deltek Talent
  • Custom action
    Custom action in Deltek Talent (Custom)
  • Alerting
    Post Recipe Error to Talent
  • Candidate Search
    Get Candidate from Talent
  • Client Settings
    Get Client Settings from Talent
  • Education
    Get, Create, Search, List, Delete, Update in Talent
  • Polling Events Log
    Get, Update Events from Talent
  • Features
    Change API Feature Status in Talent
  • Groups
    Get, Create, Search, List, Delete, Put Groups in Talent
  • Health Check
    Get API Status from Talent
  • Jobs
    Get, Create, Search, List, Delete, Update in Talent
  • Locations
    Get, Create, Search, List, Delete, Update Locations from Talent
  • New Hires
    Get, Create, Search, List, Delete, Update New Hires from Talent
  • Offboarding
    Add Offboarding in Talent
  • Onboarding
    Get, Create, Search, List, Delete, Update Onboardings from Talent
  • Organizations
    Get, Create, Search, List, Delete, Update Organizations from Talent
  • Phones
    Get, Create, Search, List, Delete, Update Phones from Talent
  • Skills
    Get, Create, Search, List, Delete, Update in Talent
  • Users
    Get, Create, Search, List, Delete, Update, Rehire, Ssn Users in Talent

    • 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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