Guru and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Guru 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…

Guru
  • Collection Trust Score Change
    Triggers when the selected collection's trust score changes
  • New Board Created Real-time
    Triggers when a new Board is created
  • New Card Archived Real-time
    Triggers when a user archives a Card
  • New Card Comment Real-time
    Triggers when a user comments on a Card
  • New Card Copied Real-time
    Triggers when a user either copies the content within the Card or clicks on the "Card Copied content" button
  • New Card Created Real-time
    Triggers when a new Card is published
  • New Card Favorited Real-time
    Triggers when a user clicks the heart icon to add the card to "My Favorite Card" list
  • New Card Link Copied Real-time
    Triggers when a user clicks on the "Card Copy link" button
  • New Card Unfavorited Real-time
    Triggers when a user removes a Card from their "My Favorite Card" list
  • New Card Unverified
    Triggers when a Card becomes unverified
  • New Card Updated Real-time
    Triggers when a user makes an edit to a Card
  • New Card Verified Real-time
    Triggers when a user verifies a Card
  • New Card Viewed Real-time
    Triggers when a user views a Card
  • New Collection Created Real-time
    Triggers when a new Collection is created
  • New Group Created Real-time
    Triggers when a new Group is published
  • New Member Real-time
    Triggers when a new member was invited to team
  • New Tag Created Real-time
    Triggers when a new Tag is created
  • New User Added to Group Real-time
    Triggers when a User is added to a Group

    • Any other trigger you can think up

Actions

Do this…

Guru
  • Add Tag to Card
    Adds an existing Tag to a Card.
  • Add User to Group
    Adds a user to a Group.
  • Archive Card
    Archives a Card.
  • Create Card
    Create a new Card
  • Create Group
    Creates a new Group
  • Create Tag
    Create a Tag
  • Create Tag Category
    Create a Tag Category
  • Get Board Details
    Get Board details
  • Get Card Details
    Get Card details
  • Get Collection Details
    Get Collection details
  • Get Group Details
    Get Group details
  • Get Tag Details
    Get Tag details
  • Get Team Stats
    Get Team stats
  • Get User Details
    Find User details
  • Invite User
    Adds a user to your Team
  • List Collections
    List Collections
  • List Group Members
    List Users within a Group
  • List Tag Categories
    List Tag Categories
  • Remove User from Group
    Removes a User from a Group
  • Remove User
    Removes a User from your Team
  • Restore Card
    Restores a previously Archived Card
  • Search for Archived Card
    Search for a card that has been archived
  • Search Cards
    Search Cards
  • Search Groups
    Search Groups
  • Unverify Card
    Unverifies a Card
  • Update Card
    Update a Card
  • Verify Card
    Verifies a Card

    • 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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