Memsource and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Memsource 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…

Memsource
  • Object Event Real-time
    Object Event in Memsource

    • Any other trigger you can think up

Actions

Do this…

Memsource
  • Assign provider to a job
    Assign provider to a job in Memsource
  • Assign multiple providers to a job
    Assign multiple providers to a job in Memsource
  • Assigns providers from template
    Assigns providers from template in Memsource
  • Clear all terms from TB
    Clear all terms from TB in Memsource
  • Create job
    Create job in Memsource
  • Create project from template
    Create project from template in Memsource
  • Download reference file
    Download reference file in Memsource
  • Download target file
    Download target file in Memsource
  • List jobs for a project
    List jobs for a project in Memsource
  • Get object details
    Get object details in Memsource
  • Get project template
    Get project template in Memsource
  • Get suggested providers
    Get suggested providers in Memsource
  • List lqa profiles
    List lqa profiles in Memsource
  • List project templates
    List project templates in Memsource
  • List supported languages
    List supported languages in Memsource
  • List workflow steps
    List workflow steps in Memsource
  • Upload Reference File
    Upload Reference File in Memsource
  • Upload Reference note
    Upload Reference note in Memsource
  • Upload tbx file to TB
    Upload tbx file to TB in Memsource

    • 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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