HubSpot and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect HubSpot 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…

HubSpot
  • New contact in list
    Triggers when a contact is added to list in HubSpot
  • New form submission
    New form submission in Hubspot
  • New record
    New record in HubSpot
  • New records Batch
    New records in HubSpot
  • New/updated record
    New/updated record in HubSpot
  • New/updated records Batch
    New/updated records in HubSpot

    • Any other trigger you can think up

Actions

Do this…

HubSpot
  • Custom action
    Custom action in HubSpot (Custom)
  • Add contact to list Batch
    Add contact from list in HubSpot
  • Add contact to workflow
    Contact added to workflow in Hubspot
  • Associate records
    Associate records in HubSpot
  • Associate records Batch
    Associate records in HubSpot
  • Import CRM Data
    Bulk import in Hubspot
  • Create engagement
    Create engagement in HubSpot
  • Create record
    Create a record in HubSpot
  • Create records Batch
    Create records in HubSpot
  • Delete associations Batch
    Delete associations in HubSpot
  • Delete contact
    Delete contact in HubSpot
  • Export object data
    Export contents as a file from Hubspot
  • Get associations Batch
    Get associations in HubSpot
  • Get contacts associated with a company Batch
    Get all contacts in a Company in HubSpot
  • Get contacts in list Batch
    Get contacts in list in HubSpot
  • Get owner details
    Get owner details from HubSpot
  • Get owner details by ID
    Get owner details by ID from HubSpot
  • Get record
    Get record in HubSpot
  • List associations Batch
    List associations in HubSpot
  • Remove contact from list Batch
    Remove contact from list in HubSpot
  • Search pipeline stages Batch
    Search pipeline stages in HubSpot
  • Search record Batch
    Search record in HubSpot
  • Update record
    Update a record in HubSpot
  • Update records Batch
    Update records in HubSpot

    • 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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