Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Jira
- Deleted object Real-timeDeleted object in Jira
- Export new issues in JiraExport new issues in Jira
- Export new/updated issues in JiraExport new/updated issues in Jira
- New event Real-timeNew event in Jira
- New issueNew issue in Jira
- New issue BatchNew issue in Jira
- New/updated comment Real-timeNew/updated comment in Jira
- Updated issueUpdated issue in Jira
- Updated issue BatchUpdated issue in Jira
- New/updated issue Real-timeNew/updated issue in Jira
- New/updated worklog Real-timeNew/updated worklog in Jira
Any other trigger you can think up
Actions
Do this…
Jira
- Custom actionCustom action in Jira (Custom)
- Assign user to issueAssign user to issue in Jira
- Create commentCreate comment for issue in Jira
- Create issueCreate issue in Jira
- Create userCreate user in Jira
- Get user detailsGet user in Jira
- Download attachmentDownload attachment from issue in Jira
- Get changelog of an issueGet changelog of an issue in Jira
- Get issueGet issue details from Jira
- Get issue comments BatchGet list of issue comments for issue in Jira
- Get issue schemaGet issue schema for Jira
- Search assignable users BatchSearch assignable users for issue in Jira
- Search issues BatchSearch issues in Jira
- Search issues by JQL BatchSearch issues by JQL in Jira
- Update commentUpdate comment for issue in Jira
- Update issueUpdate issue in Jira
- Update issue statusUpdate status of issue in Jira
- Upload attachmentUpload attachment to issue in Jira
Any other action you can think up
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor 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 ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction 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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