HDCC ACC Connector and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

HDCC ACC Connector

New event in a project Real-time
New event in a project in Autodesk Construction Cloud
Fetch Budgets in a project Batch
Fetch ACC projects for budget syncing
Fetch Contracts in a project Batch
Fetch ACC projects for contract syncing
New or updated object in a project
New or updated object in a project in Autodesk Construction Cloud
New or updated RFI and Submittal in a project Batch
New or updated RFIs or Submittals in Autodesk Construction Cloud project

Any other trigger you can think up

Actions

Do this…

HDCC ACC Connector

Create a Budget in a project
Create a single Budget in Autodesk Construction Cloud Cost Management
Upsert Folder
Creates a new folder in ACC Docs under a specified parent folder. If a folder with the same name already exists, returns the existing folder instead.
Create object in a project
Create object in a project in Autodesk Construction Cloud
Create Multiple RFIs in a project
Create multiple RFIs in a project in Autodesk Construction Cloud
Custom action
Custom action in Autodesk Construction Cloud
Download object in a project
Download object in Autodesk Construction Cloud
Get attachment Links for RFI in a project
Get attachment Links for RFI in a project in Autodesk Construction Cloud
Get object in a project
Get object in Autodesk Construction Cloud
Get Multiple users in a project
Get users in a project in Autodesk Construction Cloud
Pick account (hub)
Pick account (hub) in HDC c autodesk construction cloud
Search for objects in a project
Search for object in a project in Autodesk Construction Cloud
Update object in a project
Update object in a project in Autodesk Construction Cloud
Update Multiple RFIs in a project
Update multiple RFIs in a project in Autodesk Construction Cloud
Upload file to a project
Uploads a new file to a specified folder in ACC Docs and creates the corresponding item
Upload File or New Version
Smart upload action. Provide Item URN to push a new version onto an existing file. Leave it blank to create a brand-new file in the given folder.
Upload object to a project
Upload object to a project in Autodesk Construction Cloud

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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