Epic and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Epic 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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Build Powerful Workflows, fast

Triggers

When this happens…

Epic
  • New Patient
    Triggers when a new patient is added to a specified list.
  • New Procedure
    Triggers when a new procedure is added for a specific patient

    • Any other trigger you can think up

Actions

Do this…

Epic
  • Find Appointment
    Find appointment in system
  • Get Appointment
    Get Appointment in FHIR
  • Book Appointment
    Book Appointment in FHIR
  • Create DocumentReference
    Create DocumentReference in FHIR
  • Create a patient
    create a new patient
  • Create Questionnaire Response
    Create Questionnaire Response in FHIR
  • Get Immunization by ID
    Get Immunization in FHIR
  • Get Immunization Recommendation
    Get Immunization Recommendation in FHIR
  • Get Patient by ID
    Get Patient in FHIR
  • Search Immunization Recommendation
    Search Immunization Recommendation in FHIR
  • Search Immunizations
    Search Immunizations in FHIR
  • Get patient's medication history
    Get patient's medication history in Epic
  • Observation Search
    Observation Search in Epic
  • Observation Update
    Observation Update in Epic
  • Observation Create (Vitals)
    Observation Create (Vitals) in Epic
  • Match Patient
    Match patient in FHIR
  • Create Problem
    Create Problem in Epic
  • Read Service Request(Community Resource) (R4)
    Read Service Request in Epic
  • Read Task
    Read Task in Epic
  • Search for patient
    Search for patient with Date of birth and last name
  • Search Tasks
    Search Tasks in Epic

    • 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

One platform

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