Marketo and Sanctuary Wealth Advisor integration | Workato

Market leaders run on Workato

Build Powerful Workflows, fast

Triggers

When this happens…

Marketo

Export new leads in Marketo
Export new leads in Marketo
Export new/updated leads in Marketo
Export new/updated leads in Marketo
Monitor leads added to list Batch
Monitor leads added to list in Marketo
New lead activity Batch
New lead activity in Marketo
New lead in list
New lead in list in Marketo
New Marketo Self Service Flow Step Real-time
New Marketo Self Service Flow Step in Marketo
New/updated lead Batch
New/updated lead in Marketo
New/updated lead
New/updated lead in Marketo

Any other trigger you can think up

Actions

Do this…

Marketo

Custom action
Custom action in Marketo (Custom)
Activate smart campaign
Activate smart campaign in Marketo
Add custom activity Batch
Add custom activity in Marketo
Add leads to lead list Batch
Add leads to lead list in Marketo
Bulk export objects to file
Export objects in bulk in Marketo
Bulk import objects from file
Bulk import objects to Marketo from file
Change lead program status Batch
Change lead program status in Marketo
Clone object
Clone object in Marketo
Create object
Create object in Marketo
Get objects
Get objects in Marketo
Remove leads from lead list
Remove leads from lead list in Marketo
Return data to Marketo Self Service Flow Step
Return data to Marketo Self Service Flow Step in Marketo
Schedule campaign or smart campaign
Schedule campaign or smart campaign in Marketo
Search objects Batch
Search object in Marketo
Submit form
Submit form in Marketo
Trigger campaign or smart campaign for specific leads
Trigger campaign or smart campaign in Marketo
Update object
Update object in Marketo
Upsert custom objects Batch
Upsert custom objects in Marketo
Create/update/upsert leads Batch
Create/update/upsert leads in Marketo
Upsert object
Upsert object in Marketo
Upsert tokens
Upsert tokens in Marketo

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