MailChimp and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect MailChimp 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…

MailChimp
  • Campaign created
    Campaign created in MailChimp
  • Campaign opened
    Campaign opened in MailChimp
  • Campaign sent
    Campaign sent in MailChimp
  • New list
    New list in MailChimp
  • New subscriber
    New subscriber in MailChimp
  • New or updated subscriber
    New or updated subscriber in MailChimp

    • Any other trigger you can think up

Actions

Do this…

MailChimp
  • Custom action
    Custom action in MailChimp (Custom)
  • Add subscriber tags Batch
    Add subscriber tags in MailChimp
  • Add subscriber
    Add subscriber in MailChimp
  • Create audience
    Create audience in MailChimp
  • Draft campaign
    Draft campaign in MailChimp
  • Get record
    Get record in MailChimp
  • Get subscriber activity Batch
    Get subscriber activities in MailChimp
  • Get subscriber tags Batch
    Get subscriber tags in MailChimp
  • List records Batch
    List records in MailChimp
  • Remove subscriber
    Remove subscriber from MailChimp
  • Schedule campaign
    Schedule campaign in MailChimp
  • Search campaigns Batch
    Search campaigns in MailChimp
  • Search contacts Batch
    Search contacts in MailChimp
  • Search subscribers Batch
    Search subscribers in MailChimp
  • Search tags Batch
    Search for tags in MailChimp
  • Send campaign
    Send campaign in MailChimp
  • Send test campaign
    Send test campaign in MailChimp
  • Tag contact
    Tag contact in MailChimp
  • Unschedule campaign
    Unschedule campaign in MailChimp
  • Update campaign
    Update campaign in MailChimp
  • Update contact
    Update contact in MailChimp
  • Update subscriber
    Update subscriber in MailChimp
  • Upsert contact
    Add or update a contact in a MailChimp audience

    • 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