Me Learning and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Me Learning 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…

Me Learning
  • Assign Group to a User
    Assigns defined user to user group.
  • Create Organisation Units
    Creates a new organisational unit. To create a top-level unit, leave the 'parentld' field empty.
  • Create User Groups
    Creates a new user group.
  • Delete User Group by ID
    Deletes a user group.
  • Delete a Organisation Unit
    Delete the specified organisational unit along with all its child units.
  • Get User Group by ID
    Retrieves details of a user group.
  • Get Custom Fields
    Lists all custom fields in the workspace.
  • Get a Organisation Unit
    Returns the specified organisational unit along with all its child units.
  • Get Organisation Units
    Returns the complete structure of organisational units within a workspace.
  • get User Groups
    get user groups.
  • Get Users
    Returns the list of users within a workspace.
  • Change Parent of a Organisation Unit
    Moves an organisational unit to a new parent unit..
  • Remove User from a Group
    Removes user from the group.
  • Update a User Group
    Updates the name of a selected existing User Group.
  • Update a Organisation Unit
    Updates the name of a selected existing organisational unit.

    • 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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