Freshservice and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Freshservice 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…

Freshservice
  • New ticket
    New ticket in Freshservice
  • New/updated ticket
    New or updated ticket in Freshservice

    • Any other trigger you can think up

Actions

Do this…

Freshservice
  • Custom action
    Custom action in Freshservice (Custom)
  • Create agent
    Create agent in Freshservice
  • Create incident
    Create incident in Freshservice
  • Create onboarding request
    Create onboarding request in Freshservice
  • Create requester
    Create requester in Freshservice
  • Create service request
    Create service request in Freshservice
  • Create task
    Create a Task in Freshservice
  • Create ticket
    Create a Ticket in Freshservice
  • Delete task
    Delete a Task in Freshservice
  • Get agent details
    Get Agent details by ID in Freshservice
  • List agent fields
    List agent fields in Freshservice
  • List service items
    List service items in Freshservice
  • List onboarding form fields
    List onboarding form fields in Freshservice
  • Get requester details
    Get requester by ID in Freshservice
  • List requester fields
    List requester fields in Freshservice
  • Get task by ID
    Get a Task by id in Freshservice
  • Get ticket by ID
    Get a Ticket in Freshservice
  • List tasks
    List Tasks in Freshservice
  • List ticket form fields
    List ticket form fields in Freshservice
  • List tickets
    List tickets in Freshservice
  • Move ticket
    Move Ticket in Freshservice
  • Restore ticket
    Restore Ticket in Freshservice
  • Search agents
    Search agents in Freshservice
  • Search requesters
    Search requesters in Freshservice
  • Search tickets
    Search tickets in Freshservice
  • Update requester
    Update requester in Freshservice
  • Update task
    Update a Task in Freshservice
  • Update ticket
    Update a Ticket in Freshservice

    • 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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  • Agility
  • Speed
  • Innovation