equipme and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect equipme 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…

Actions

Do this…

equipme
  • Delete a department
    Delete a department in Equipme API
  • Delete a location
    Delete a location in Equipme API
  • Delete all metadata of a service instance
    Delete all metadata of a service instance in Equipme API
  • Delete a single metadata entry of a service instance.
    Delete a single metadata entry of a service instance. in Equipme API
  • Route to check whether the API is available
    Route to check whether the API is available in Equipme API
  • List fulfillment orders of your customers
    List fulfillment orders of your customers in Equipme API
  • Get all billing items
    Get all billing items in Equipme API
  • List your customers
    List your customers in Equipme API
  • List departments of a customer
    List departments of a customer in Equipme API
  • Retrieve a single department by its id
    Retrieve a single department by its id in Equipme API
  • List employees of a customer
    List employees of a customer in Equipme API
  • Retrieve a single employee by its id
    Retrieve a single employee by its id in Equipme API
  • List locations of a customer
    List locations of a customer in Equipme API
  • Retrieve a single location by its id
    Retrieve a single location by its id in Equipme API
  • Retrieve a single customer by its id
    Retrieve a single customer by its id in Equipme API
  • List orders of your customers
    List orders of your customers in Equipme API
  • List metadata of a service instance
    List metadata of a service instance in Equipme API
  • Retrieve a metadata entry of a service instance by its specified key
    Retrieve a metadata entry of a service instance by its specified key in Equipme API
  • Update the fulfillment status of an order
    Update the fulfillment status of an order in Equipme API
  • Create a customer
    Create a customer in Equipme API
  • Create a department for a customer
    Create a department for a customer in Equipme API
  • Create an employee for a customer
    Create an employee for a customer in Equipme API
  • Create a location for a customer
    Create a location for a customer in Equipme API
  • Update an existing department
    Update an existing department in Equipme API
  • Update an existing employee
    Update an existing employee in Equipme API
  • Update an existing location
    Update an existing location in Equipme API
  • Update an existing customer
    Update an existing customer in Equipme API
  • Create or update the metadata of a service instance
    Create or update the metadata of a service instance in Equipme API
  • Create or update a single metadata entry of a service instance
    Create or update a single metadata entry of a service instance in Equipme 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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