Google Suite Admin and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Google Suite Admin 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Google Suite Admin
  • New group
    New group in G Suite Admin
  • New user
    New user in G Suite Admin

    • Any other trigger you can think up

Actions

Do this…

Google Suite Admin
  • Add member to group
    Add member to group in G Suite Admin
  • Assign license
    Assign license in G Suite Admin
  • Create group
    Create group in G Suite Admin
  • Create user
    Create user in G Suite Admin
  • Create user alias
    Create user alias in G Suite Admin
  • Custom action
    Custom action in G Suite Admin
  • Delete group
    Delete group in G Suite Admin
  • Delete member from group
    Delete member from group in G Suite Admin
  • Delete user
    Delete user in G Suite Admin
  • Delete user alias
    Delete user alias in G Suite Admin
  • Generate user verification codes
    Generate user verification codes in G Suite Admin
  • Get group
    Get group in G Suite Admin
  • Get license assignments
    Get license assignments in G Suite Admin
  • Get members in group
    Get members in group in G Suite Admin
  • Get user
    Get user in G Suite Admin
  • Get user aliases
    Get user aliases in G Suite Admin
  • Get user verification codes
    Get verification codes of user G Suite Admin
  • Invalidate user verification codes
    Invalidate user verification codes in G Suite Admin
  • Reassign license
    Reassign license in G Suite Admin
  • Revoke license
    Revoke license in G Suite Admin
  • Search groups
    Search groups in G Suite Admin
  • Search users
    Search users in G Suite Admin
  • Update group
    Update group in G Suite Admin
  • Update user
    Update user in G Suite Admin

    • 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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