JupiterOne and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect JupiterOne 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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Triggers

When this happens…

Actions

Do this…

JupiterOne
  • Create Graph Entity
    Creates a new entity in JupiterOne using the GraphQL createEntity mutation. Use the scope parameter to prevent managed integrations from creating duplicate entities.
  • Create Graph Relationship
    Creates a new relationship between two entities in JupiterOne using the GraphQL createRelationship mutation.
  • Download Dashboard PDF
    Downloads the rendered dashboard PDF bytes from a signed storage URL (from Get Latest Dashboard PDF Notification) and returns base64-encoded content suitable for email attachment steps.
  • Evaluate Rule
    Triggers an immediate evaluation of a JupiterOne alert rule using the GraphQL evaluateRuleInstance mutation. Evaluation runs asynchronously; the action returns the rule id when the evaluation has been accepted.
  • Evaluate Smart Class
    Triggers an immediate evaluation of a JupiterOne Smart Class using the GraphQL evaluateSmartClassRule mutation. By default evaluation runs asynchronously and the action returns when the evaluation has been accepted. Enable poll_for_completion to poll within Workato's per-action time limit (~150s); for longer evaluations use Get Smart Class Evaluation Status in a recipe repeat loop with fail_if_pending=false.
  • Execute J1QL Query
    Execute J1QL query using deferred response.
  • Export Dashboard PDF
    Invokes the invokeExportDashboardPdf GraphQL mutation. PDF rendering happens asynchronously server-side; pair with Get Latest Dashboard PDF Notification to retrieve the download link when ready.
  • Get Latest Dashboard PDF Notification
    Polls inAppNotifications for topic DASHBOARD_PDF_DOWNLOAD_SUCCESS, matching the configured dashboard name in body.message within a recency window. Returns the newest matching notification downloadLink.
  • Get Smart Class Evaluation Status
    Returns the current Smart Class rule evaluationStep and lastEvaluationEndOn from a single GraphQL query. Use in recipe repeat loops to wait for long-running evaluations without exceeding Workato per-action time limits.
  • List Integration Jobs
    Lists integration jobs for a JupiterOne integration instance using the GraphQL integrationJobs query. Use size=1 to fetch the most recent job (useful for detecting COMPLETED after sync finalize).
  • Update Graph Entity
    Updates an existing JupiterOne graph entity using the GraphQL updateEntityV2 mutation. Provide the entity _id and a JSON object of properties to add or update.

    • 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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