Dropbox and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Dropbox

New file revision Real-time
New file revision in Dropbox
New lines in CSV file Batch
New lines in CSV file in Dropbox
New line in CSV file Real-time
New line in CSV file in Dropbox
New/updated file in directory Real-time
New/updated file in Dropbox
New/updated CSV file in directory Real-time
New/updated CSV file in Dropbox
New/updated line in CSV file Real-time
New/updated line in CSV file in Dropbox

Any other trigger you can think up

Actions

Do this…

Dropbox

Custom action
Custom action in Dropbox (Custom)
Copy file or folder
Copy file or folder in Dropbox
Create folder
Create folder in Dropbox
Create shared link
Create shared link for a file or folder in Dropbox
Delete file or folder
Delete file or folder in Dropbox
Fetch deleted files and folders
Fetch deleted files and folders in Dropbox
Download file
Download file from Dropbox
Get metadata of a file or folder
Get metadata of a file or folder in Dropbox
Get temporary link
Get temporary link for a file in Dropbox
List folder contents Batch
List files and folders in Dropbox
List shared links Batch
List shared links in Dropbox
Move/rename file or folder
Move/rename file or folder in Dropbox
Read CSV file lines Batch
Read CSV file lines from Dropbox
Revoke shared link
Revoke shared link in Dropbox
Search files Batch
Search files in Dropbox
Search folders Batch
Search folders in Dropbox
Update CSV file in dropbox
Update CSV file in dropbox
Upload file using file contents
Upload file to Dropbox using file contents
Upload file from URL
Upload file from public URL to Dropbox
Upload multiline file
Upload multiline file to Dropbox

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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