Monday and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Monday 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…

Monday
  • New moved item to group
    New Moved item to a group in Monday.com
  • New activity log
    New Activity Log in Monday.com
  • New item
    New Item in Monday.com
  • Updated any column value
    Updated Any column value in Monday.com
  • Updated specific column value
    Updated Column value in Monday.com
  • Updated any column value Real-time
    Column value updated in Monday.com
  • New item Real-time
    New item created in Monday.com
  • New moved item to group Real-time
    Item moved to group in Monday.com
  • Updated specific column value Real-time
    Specific column value updated in Monday.com

    • Any other trigger you can think up

Actions

Do this…

Monday
  • Archive record
    Archive record in Monday.com
  • Clear column value
    Clear column value in Monday.com
  • Create record
    Create record in Monday.com
  • Custom action
    Run GraphQL query in Monday.com
  • Delete record
    Delete record by ID in Monday.com
  • Get record
    Get record in Monday.com
  • Move record
    Move record in Monday.com
  • Search records
    Search records in Monday.com
  • Update record
    Update record by ID in Monday.com
  • Upload file
    Upload file in Monday.com

    • 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

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