Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Microsoft Sharepoint
- Deleted File or FolderTriggers when a file or folder is deleted in a Sharepoint site
- New row in Sharepoint listNew row in Sharepoint list
- New/updated file in folder hierarchyNew/updated file in Microsoft Sharepoint folder hierarchy
- New/updated file in folder hierarchy (large site)New/updated file in Microsoft Sharepoint folder hierarchy (large site)
- New or updated fileNew or updated file in Microsoft Sharepoint folder
- New/updated row in Sharepoint listNew/updated row in Sharepoint list
Any other trigger you can think up
Actions
Do this…
Microsoft Sharepoint
- Custom actionCustom action in Microsoft Sharepoint (Custom)
- Add row in Sharepoint listAdd row in Sharepoint list
- Copy fileCopy a file in Sharepoint
- Create FolderCreate folder in Sharepoint library
- Create rows BatchCreate rows in Sharepoint list
- Delete file or folder from libraryDelete a file or a folder from Microsoft Sharepoint library
- Delete rowDeletes a row in Sharepoint list
- Download attachmentDownload attachment in Sharepoint list
- Download file from libraryDownload file from Microsoft Sharepoint library
- Get file and folder detailsGet details of a file or folder in Sharepoint
- Get file or folder permissions BatchGet permission details of a file or a folder in Microsoft Sharepoint
- List files and folders within a folder BatchList files and folders within a folder in Microsoft Sharepoint
- Move fileMove a file in Sharepoint
- Rename file or folderRename a file or a folder in Sharepoint
- Search files BatchSearch files in Sharepoint library
- Search list items BatchSearch item in Microsoft Sharepoint list
- Search users BatchSearch users in Microsoft Sharepoint library
- Update file using file contentsUpdate file in Microsoft Sharepoint library
- Update file metadataUpdate file metadata in Sharepoint library
- Update rowUpdates a row in Sharepoint list
- Update rows BatchUpdate rows in Sharepoint list
- Upload attachmentUpload attachment in Sharepoint list
- Upload file in libraryUpload file into a folder in Sharepoint library
Any other action you can think up
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor 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 ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction 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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