Lusha Connect and Sanctuary Wealth Advisor integration | Workato

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Lusha Connect

Enrich Companies
Get company information from Lusha based on company name, domain, or company ID.
Enrich Contacts
Get contact information from Lusha based on input parameters such as name, email, or LinkedIn profile.
Get Company Lookalikes
Find companies similar to a set of seed companies using AI-powered recommendations. Provide 5–100 seeds via domains or LinkedIn URLs. Results are previews — use Enrich Companies with the returned ID to get full firmographic data.
Get Contact Lookalikes
Find contacts similar to a set of seed contacts using AI-powered recommendations. Provide 5–100 seeds via LinkedIn URLs, emails, or Lusha IDs. Results are previews — use Enrich Contacts with the returned ID to get emails and phones.
Prospect Companies by ICP
Prospect Companies by ICP in Lusha
Search and Enrich Companies
Find and enrich companies using the Lusha v3 API with clientReferenceId support per company. Returns full firmographic data including funding rounds, technologies, NAICS/SIC codes, and more.
Search and Enrich Contacts
Find and enrich contacts using the Lusha v3 API. Use Reveal to control which data types are returned and billed.
Search Companies
Search for companies by domain, name, or ID. Returns preview data without full enrichment — no credits charged.
Get Company Signals
Retrieve hiring, headcount, web traffic, IT spend, and news signals for up to 100 companies by Lusha Company ID.
Get Contact Signals
Retrieve job change and promotion signals for up to 100 contacts by Lusha Contact ID.
Search Contacts
Search for contacts by name, email, or LinkedIn URL. Returns preview data without revealing contact details — no credits charged.
Prospect Contacts by ICP
Prospect Contacts by ICP in Lusha

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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