Neo4j Aura and Sanctuary Wealth Advisor integration | Workato

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Triggers

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Actions

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Neo4j Aura

Deletes a customer managed key
Deletes a customer managed key in Aura API
Deletes an instance
Deletes an instance in Aura API
Returns customer managed key details
Returns customer managed key details in Aura API
Returns a list of customer managed keys
Returns a list of customer managed keys in Aura API
Returns instance details
Returns instance details in Aura API
Returns a list of instances
Returns a list of instances in Aura API
Returns project details
Returns project details in Aura API
Returns project metrics integration details
Returns project metrics integration details in Aura API
Returns a list of projects
Returns a list of projects in Aura API
Get details of a snapshot.
Get details of a snapshot. in Aura API
Returns a list of snapshots
Returns a list of snapshots in Aura API
Edits the instance configuration
Edits the instance configuration in Aura API
Creates a new customer managed key
Creates a new customer managed key in Aura API
Creates a new instance
Creates a new instance in Aura API
Estimate the size of a new instance
Estimate the size of a new instance in Aura API
Overwrites an instance
Overwrites an instance in Aura API
Pauses an instance.
Pauses an instance. in Aura API
Restores an instance from a snapshot.
Restores an instance from a snapshot. in Aura API
Resumes an instance
Resumes an instance in Aura API
Takes an on-demand snapshot
Takes an on-demand snapshot in Aura API

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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