NetSuite REST and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect NetSuite REST 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

NetSuite REST
  • New classification record
    New classification record in NetSuite
  • New custom record
    New custom record in NetSuite
  • New standard record
    New record in NetSuite
  • New or updated custom record
    New or updated custom record in NetSuite
  • New or updated standard record
    New or updated standard record in NetSuite

    • Any other trigger you can think up

Actions

Do this…

NetSuite REST
  • Custom action
    Custom action in NetSuite REST (Custom)
  • Attach contact to a record
    Attach contact to a record in NetSuite
  • Attach file to a record
    Attach file to a record in NetSuite
  • Create a record
    Create a record in NetSuite
  • Create records (async) Batch
    Create multiple records records in NetSuite asynchronously
  • Delete a record
    Delete a record in NetSuite
  • Delete records (async) Batch
    Delete multiple records records in NetSuite asynchronously
  • Detach contact from a record
    Detach contact from a record in NetSuite
  • Detach file from a record
    Detach file from a record in NetSuite
  • Execute RESTlet script
    Execute RESTlet script in NetSuite
  • Execute SuiteQL query Batch
    Execute SuiteQL query in NetSuite
  • Get async job result
    Get the status and result of an asynchronous job in NetSuite
  • Get a record by ID
    Get a record by ID in NetSuite
  • Initialize record
    Initialize Record by referencing Record in NetSuite
  • Search records Batch
    Search records in NetSuite
  • Transform record
    Transform Record to Record in NetSuite
  • Update a record
    Update a record in NetSuite
  • Update records (async) Batch
    Update multiple records records in NetSuite asynchronously
  • Upsert a record
    Upsert a record in NetSuite
  • Upsert records (async) Batch
    Upsert multiple records records in NetSuite asynchronously

    • 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

  • Power
  • Agility
  • Speed
  • Innovation