GoCo and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect GoCo 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

GoCo
  • Document updated Real-time
    Employee Document updated
  • Employee compensation method changed Real-time
    Employee Compensation Method Changed
  • Employee created Real-time
    Employee created
  • Employee deleted Real-time
    Employee deleted
  • Employee terminated Real-time
    Employee terminated
  • Employee updated Real-time
    Employee updated
  • Integration changed Real-time
    Integration info Changed on GoCo
  • Notification created Real-time
    Notification created in Go co connector
  • Payroll sync map resources triggered Real-time
    Payroll Sync Map Resources Triggered
  • Payroll sync newly hired Real-time
    Payroll Sync Newly Hired
  • Payroll sync terminated Real-time
    Payroll Sync Terminated
  • Payroll sync updated Real-time
    Payroll Sync Updated
  • Time off requested Real-time
    Time Off Requested
  • Time off request updated Real-time
    Time Off Request Updated
  • Timesheet entry updated Real-time
    Timesheet Entry Updated
  • Timesheet updated Real-time
    Timesheet Updated
  • Workflow completed Real-time
    Workflow Has Been Completed on GoCo
  • Workflow started Real-time
    New Workflow Started on GoCo
  • Workflow task comment added Real-time
    Workflow Task Comment Added on GoCo
  • Workflow task status changed Real-time
    Workflow Task Status Changed on GoCo
  • Workflow template published Real-time
    Workflow Template Published on GoCo

    • Any other trigger you can think up

Actions

Do this…

GoCo
  • Company Additional Deductions List
    Lists Additional Deductions within a Company
  • Company Additional Earnings List
    Lists Additional Earnings within a Company
  • Company Class List
    Lists Company Classes within a Company
  • Company Custom Fields List
    Company Custom Fields List in Go co connector
  • Company Departments List
    Lists Departments within a Company
  • Start a Document
    Start a Document For an Employee
  • Company Documents Templates List
    Lists Documents Templates within a Company
  • Employee Compensation Methods List
    Employee Compensation Methods List in Go co connector
  • Employee Create
    Creates an employee
  • Employee Custom Fields Bulk Update
    Employee Custom Fields Bulk Update in Go co connector
  • Employee Custom Fields List
    Employee Custom Fields List in Go co connector
  • Employee Documents One Off Upload
    Employee Documents One Off Upload in Go co connector
  • Employee Get By ID
    Gets an employee by ID
  • Employee List
    Lists Employees within a Company
  • Employee State Withholdings List
    Employee State Withholdings List in Go co connector
  • Employee Update
    Updates an employee
  • Company Job Titles List
    Lists Job Titles within a Company
  • Company Locations List
    Lists Locations within a Company
  • Inbox Notifications List
    List Inbox Notifications within a Company
  • Payroll Schedule List
    Lists Payroll Schedules within a Company
  • Payroll Sync Employee Apply Changes
    Payroll Sync Employee Apply Changes in Go co connector
  • Payroll Sync Employee Match Provider IDs
    Payroll Sync Employee Match Provider IDs in Go co connector
  • Payroll Sync Match Provider IDs
    Payroll Sync Match Provider IDs in Go co connector
  • Report: Time Tracking Entries
    Report for Time Tracking Entries
  • Time Off Policies List
    Lists Time Off Policies within a Company
  • Time Off Requests Create
    Create a Time Off Requests for an employee.
  • Time Off Requests List
    Lists Time Off Requests within a Company
  • Timesheet Entries List
    Lists Timesheet Entries Within a Company
  • Add New Timesheet Entry
    Add a New Entry For a Timesheet
  • Timesheets List
    Lists Timesheets Within a Company
  • Update Time Off Request Decision
    Approves or Denies a Time Off Request
  • Workflow Fields Bulk Update
    Supports updating Workflow Fields in Bulk
  • Workflow Get By ID
    Gets an workflow by ID
  • Workflow List
    Lists Workflows NOT Resolved within a Company
  • Workflow Start
    Starts a workflow
  • Workflow Task Update
    Updates a Workflow Task
  • Workflow Template Field Create
    Creates a Workflow Template Field
  • Workflow Template Field Update
    Changes a Workflow Template Field
  • Workflow Template Import
    Imports a Workflow Template
  • Workflow Template List
    Lists Workflow Templates within a Company
  • Workflow Template Publish
    Publishes a Workflow Template

    • 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