Loyverse and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Loyverse 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Loyverse
  • Customers Update Real-time
    Customer udpates Events from Loyverse
  • Invetory Levels Update Real-time
    Inventory Levels Events from Loyverse
  • Items Update Real-time
    Items udpates Events from Loyverse
  • Receipts Update Real-time
    Receipts udpates Events from Loyverse
  • Shifts Update Real-time
    Shifts udpates Events from Loyverse

    • Any other trigger you can think up

Actions

Do this…

Loyverse
  • Custom action
    Custom action in Loyverse (Custom)
  • Create Sales Receipt
    Creates a sales receipt in Loyverse
  • Create or Update Category
    Create or Update category in Loyverse
  • Create or Update Customer
    Creates a customers in Loyverse
  • Create or Update Discounts
    Get a create or update of Discounts in Loyverse
  • Create or Update Items
    Create or update an item in Loyverse
  • Create or Update Modifiers
    Create or update a modifier in Loyverse
  • Create or update POS Devices
    Create or update POS Devices in Loyverse
  • Create or update Suppliers
    Create or update Suppliers in Loyverse
  • Create or update Taxes
    Create or update Taxes in Loyverse
  • Create or update Variants
    Create or update Variants in Loyverse
  • Delete Category
    Delete a category in Loyverse
  • Delete Customer
    Delete a customer in Loyverse
  • Delete Discount
    Delete a Discount in Loyverse
  • Delete Item
    Delete an Item in Loyverse
  • Delete Modifier
    Delete a Modifier in Loyverse
  • Delete POS Device
    Delete a POS Device in Loyverse
  • Delete Suppliers
    Delete a Suppliers in Loyverse
  • Delete Taxes
    Delete a Taxes in Loyverse
  • Delete Variants
    Delete a Variant in Loyverse
  • Get Category
    Get a single or list of categories in Loyverse
  • Get Customer
    Get a single or list of customers in Loyverse
  • Get Discounts
    Get a single or list of Discounts in Loyverse
  • Get Employees
    Get a single or list of Employees in Loyverse
  • Get Inventory
    Get a inventory of items in Loyverse
  • Get Items
    Get a single or list of Items in Loyverse
  • Get Modifiers
    Get a single or list of modifiers in Loyverse
  • Get Payment Types
    Get a single or list of payment types in Loyverse
  • Get POS Devices
    Get a single or list of POS Devices in Loyverse
  • Get Receipts
    Get a single or list of receipts in Loyverse
  • Get Shifts
    Get a single or list of Shifts in Loyverse
  • Get Suppliers
    Get a single or list of Suppliers in Loyverse
  • Get Taxes
    Get a single or list of Taxes in Loyverse
  • Get Variants
    Get a single or list of variants in Loyverse
  • Get Stores
    Get a single or list of stores in Loyverse
  • Update Inventory
    Updates batches of inventory in Loyverse

    • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation