Fleetio and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Fleetio 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…

Fleetio
  • Fleetio webhook Real-time
    Triggers when selected Fleetio webhook events occur

    • Any other trigger you can think up

Actions

Do this…

Fleetio
  • Create Contact
    Create Contact in Fleetio
  • List Contacts
    List Contacts in Fleetio
  • Retrieve Contact
    Retrieve Contact in Fleetio
  • Update Contact.
    Update Contact. in Fleetio
  • Create Assignment
    Create Assignment in Fleetio
  • Retrieve Assignment
    Retrieve Assignment in Fleetio
  • Unassign Assignment
    Unassign Assignment in Fleetio
  • Create Equipment
    Create Equipment in Fleetio
  • List Equipment
    List Equipment in Fleetio
  • Retrieve Equipment
    Retrieve Equipment in Fleetio
  • Update Equipment
    Update Equipment in Fleetio
  • Create Inventory Journal Entry
    Create Inventory Journal Entry in Fleetio
  • Retrieve Inventory Journal Entry
    Retrieve Inventory Journal Entry in Fleetio
  • Create Part
    Create Part in Fleetio
  • List Parts
    List Parts in Fleetio
  • Update Part
    Update Part in Fleetio
  • Create Purchase Orders
    Create Purchase Orders in Fleetio
  • List Purchase Orders
    List Purchase Orders in Fleetio
  • Retrieve Purchase Order
    Retrieve Purchase Order in Fleetio
  • Update Purchase Order
    Update Purchase Order in Fleetio
  • Create Service Entry
    Create Service Entry in Fleetio
  • List Service Entries
    List Service Entries in Fleetio
  • Retrieve Service Entry
    Retrieve Service Entry in Fleetio
  • Update Service Entry
    Update Service Entry in Fleetio
  • Create Vehicle Assignment
    Create Vehicle Assignment in Fleetio
  • List Vehicle Assignments
    List Vehicle Assignments in Fleetio
  • Retrieve Vehicle Assignment
    Retrieve Vehicle Assignment in Fleetio
  • Unassign Vehicle Assignment
    Unassign Vehicle Assignment in Fleetio
  • Create Vehicle
    Create Vehicle in Fleetio
  • List Vehicles
    List Vehicles in Fleetio
  • Retrieve Vehicle
    Retrieve Vehicle in Fleetio
  • Update Vehicle
    Update Vehicle in Fleetio
  • Create Vendor
    Create Vendor in Fleetio
  • List Vendors
    List Vendors in Fleetio
  • Retrieve Vendor
    Retrieve Vendor in Fleetio
  • Update Vendor
    Update Vendor in Fleetio
  • List Work Orders
    List Work Orders in Fleetio
  • Retrieve Work Order
    Retrieve Work Order in Fleetio
  • Update Work Order
    Update Work Order in Fleetio

    • 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

  • Power
  • Agility
  • Speed
  • Innovation