DuoCircle and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect DuoCircle 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

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Triggers

When this happens…

Actions

Do this…

DuoCircle
  • Remove a Delegated Service Access account
    Remove a Delegated Service Access account in Duo circle customer API
  • Delete destination email service action.
    Delete destination email service action. in Duo circle customer API
  • Delete filter rule.
    Delete filter rule. in Duo circle customer API
  • Delete service's Recipients action.
    Delete service's Recipients action. in Duo circle customer API
  • Delete service's user's alias.
    Delete service's user's alias. in Duo circle customer API
  • Delete service's user's forward destination.
    Delete service's user's forward destination. in Duo circle customer API
  • Return account details.
    Return account details. in Duo circle customer API
  • Get a list of all Delegated Service Access accounts
    Get a list of all Delegated Service Access accounts in Duo circle customer API
  • Retrieve a Delegated Service Access account by username (email address)
    Retrieve a Delegated Service Access account by username (email address) in Duo circle customer API
  • Return services list.
    Return services list. in Duo circle customer API
  • Return service details.
    Return service details. in Duo circle customer API
  • Return service destinations list.
    Return service destinations list. in Duo circle customer API
  • Return service's filter list.
    Return service's filter list. in Duo circle customer API
  • Return service's filter detail by id.
    Return service's filter detail by id. in Duo circle customer API
  • Return service forward list.
    Return service forward list. in Duo circle customer API
  • Get recipient details.
    Get recipient details. in Duo circle customer API
  • Get a list of the user's aliases
    Get a list of the user's aliases in Duo circle customer API
  • Get service's user forward destination list.
    Get service's user forward destination list. in Duo circle customer API
  • Return service settings object.
    Return service settings object. in Duo circle customer API
  • Update recipient address
    Update recipient address in Duo circle customer API
  • Update service's user's forward destination status action.
    Update service's user's forward destination status action. in Duo circle customer API
  • Verify service's user's forward destination.
    Verify service's user's forward destination. in Duo circle customer API
  • Configure email service.
    Configure email service. in Duo circle customer API
  • Add a Delegated Service Access account
    Add a Delegated Service Access account in Duo circle customer API
  • Add destination email service action.
    Add destination email service action. in Duo circle customer API
  • Add service's filter rule.
    Add service's filter rule. in Duo circle customer API
  • Add service user action.
    Add service user action. in Duo circle customer API
  • Add service's user's alias.
    Add service's user's alias. in Duo circle customer API
  • Add service's user forward destination.
    Add service's user forward destination. in Duo circle customer API
  • Update a Delegated Service Access account
    Update a Delegated Service Access account in Duo circle customer API
  • Update service's filter rule.
    Update service's filter rule. in Duo circle customer API

    • 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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