Nasuni Management Console and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Nasuni Management Console 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…

Nasuni Management Console
  • New notification
    New notification in Nasuni Management Console

    • Any other trigger you can think up

Actions

Do this…

Nasuni Management Console
  • Custom action
    Custom action in Nasuni Management Console (Custom)
  • Set auto caching mode for file/directory
    Enable auto caching mode for file/directory in Nasuni Management Console
  • Brings a specified file/directory into volume cache
    Brings a specified file/directory into volume cache in Nasuni Management Console
  • Creates a directory in a volume
    Create directory in Nasuni Management Console
  • Create folder quota for a specified volume
    Create folder quota for a volume Nasuni Management Console
  • Create share
    Create share in Nasuni Management Console
  • Create volume
    Create volume in Nasuni Management Console
  • Deletes folder quota for a specified volume
    Deletes folder quota for a volume Nasuni Management Console
  • Disables auto cache mode for file/directory
    Disables auto cache mode for file/directory in Nasuni Management Console
  • Disable pinning mode for file/directory
    Disable pinning mode for file/directory in Nasuni Management Console
  • Retrieves auto cache status for file/directory
    Retrieves auto cache status for file/directory in Nasuni Management Console
  • Get folder quota from a specified volume
    Get folder quota from a volume Nasuni Management Console
  • Get health status for a filer Batch
    Get health status for a filer inNasuni Management Console
  • Get file/directory
    Get file/directory in Nasuni Management Console
  • Retrieves pinning status for file/directory
    Retrieves pinning status for file/directory in Nasuni Management Console
  • Enable global locking for file/folders
    Enable locking for a file/folder path in Nasuni Management Console
  • List all folder quotas Batch
    List folder quotas in Nasuni Management Console
  • List folder quotas for a specified volume Batch
    List folder quotas for a volume in Nasuni Management Console
  • List health status for all filers
    List health status for all filers inNasuni Management Console
  • List shares in Nasuni Management Console Batch
    List shares in Nasuni Management Console
  • List Volumes Batch
    List volumes in Nasuni Management Console
  • Pin file/directory into cache
    Pin file/directory into cache in Nasuni Management Console
  • Request snapshot for volume
    Request snapshot of a volume in Nasuni Management Console
  • Update folder quota for a specified volume
    Update folder quota for a volume Nasuni Management Console
  • Update share
    Updates share in Nasuni Management Console

    • 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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