Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Actions
Do this…
Enrich Layer
- Check Disposable EmailCheck a Disposable Email with Enrich Layer (0 credits)
- Get Company ProfileGet a Company Profile from Enrich Layer (1 credit)
- Get Company Profile PictureGet a Company Profile Picture from Enrich Layer (0 credits)
- Get Credit BalanceGet your Credit Balance from Enrich Layer (0 credits)
- Get Employee CountGet Employee Count from Enrich Layer (1 credit)
- Get Job CountGet Job Count from Enrich Layer (2 credits)
- Get Job ProfileGet a Job Profile from Enrich Layer (2 credits)
- Get Person ProfileGet a Person Profile from Enrich Layer (1 credit)
- Get Person Profile PictureGet a Person Profile Picture from Enrich Layer (0 credits)
- Get School ProfileGet a School Profile from Enrich Layer (1 credit)
- List EmployeesList Employees from Enrich Layer (3 credits/employee)
- List StudentsList Students from Enrich Layer (3 credits/student)
- Lookup CompanyLook up a Company in Enrich Layer (2 credits)
- Lookup Company by Numeric IDLook up a Company by Numeric ID in Enrich Layer (0 credits)
- Lookup PersonLook up a Person in Enrich Layer (2 credits)
- Lookup Personal Contact NumbersLook up Personal Contact Numbers with Enrich Layer (1 credit/number)
- Lookup Personal EmailsLook up Personal Emails with Enrich Layer (1 credit/email)
- Lookup RoleLook up a Role in Enrich Layer (3 credits)
- Lookup Work EmailLook up a Work Email with Enrich Layer (3 credits)
- Reverse Contact Number LookupPerform a Reverse Phone Lookup with Enrich Layer (3 credits)
- Reverse Email LookupPerform a Reverse Email Lookup with Enrich Layer (3 credits)
- Search CompaniesSearch Companies in Enrich Layer (3 credits/result)
- Search EmployeesSearch Employees in Enrich Layer (10 credits)
- Search JobsSearch Jobs in Enrich Layer (2 credits)
- Search PeopleSearch People in Enrich Layer (3 credits/result)
Any other action you can think up
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor 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 ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction 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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