NetSuite SOAP and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect NetSuite SOAP 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…

NetSuite SOAP
  • Export new standard records Bulk
    Export new standard records in Netsuite
  • Export new custom records Bulk
    Export new custom records in Netsuite
  • Export new/updated custom records Bulk
    Export new/updated custom records in Netsuite
  • Deleted standard record
    Deleted standard record in NetSuite
  • New classification record
    New classification record in NetSuite
  • New classification records Batch
    New classification records in NetSuite
  • New classification records in a saved search
    New classification saved search result for record in NetSuite
  • New custom record
    New custom record in NetSuite
  • New custom records Batch
    New custom records in NetSuite
  • New custom records in a saved search
    New search result for object in NetSuite
  • New custom records in a saved search Batch
    New search result for object in NetSuite
  • New standard record
    New standard record in NetSuite
  • New standard records Batch
    New standard records in NetSuite
  • New standard records in a saved search
    New search result for record in NetSuite
  • New standard records in a saved search Batch
    New search result for record in NetSuite
  • New/updated custom record
    New or updated custom record in NetSuite
  • New/updated custom records Batch
    New or updated custom records in NetSuite
  • New/updated custom records in a saved search
    New or updated search result for object in NetSuite
  • New/updated custom records in a saved search Batch
    New or updated search result for object in NetSuite
  • New/updated standard record
    New or updated standard record in NetSuite
  • New/updated standard records Batch
    New or updated standard records in NetSuite
  • Export new/updated standard records Bulk
    Export new/updated standard records in Netsuite
  • New/updated standard records in a saved search
    New or updated search result for record in NetSuite
  • New/updated standard records in a saved search Batch
    New or updated search result for record in NetSuite

    • Any other trigger you can think up

Actions

Do this…

NetSuite SOAP
  • Custom action
    Custom action in NetSuite SOAP (Custom)
  • Create custom records in batch Batch
    Create custom records in batch in Netsuite
  • Create custom records in bulk Bulk
    Create records in bulk in Netsuite
  • Create custom record
    Create custom record in NetSuite
  • Create standard record
    Create standard record in NetSuite
  • Create standard records in batch Batch
    Create standard records in batch in Netsuite
  • Create standard records in bulk Bulk
    Create records in bulk in Netsuite
  • Attach contact to record
    Attach contact to record in NetSuite
  • Attach file to record
    Attach file to record in NetSuite
  • Delete custom record
    Delete custom record by ID in NetSuite
  • Delete custom records Batch
    Delete custom records by IDs in NetSuite
  • Delete standard record
    Delete standard record by ID in NetSuite
  • Delete standard records Batch
    Delete standard records by IDs in NetSuite
  • Execute saved search for custom record Batch
    Execute saved search for custom record in NetSuite
  • Execute saved search for record Batch
    Execute saved search for record in NetSuite
  • Execute SuiteQL query Batch
    Execute SuiteQL query in NetSuite
  • Get all standard records Batch
    Get all standard record in NetSuite
  • Get case comments Batch
    Get case comments in NetSuite
  • Get object schema for custom record
    Get object schema for a record in NetSuite
  • Get file by ID
    Get file by ID in NetSuite
  • Get posting transaction summary
    Get posting transaction summary in NetSuite
  • Get object schema for standard record
    Get object schema for a record in NetSuite
  • Initialize record
    Initialize record by referencing a related record in NetSuite
  • Search custom records Batch
    Search custom record in NetSuite
  • Search standard records Batch
    Search standard records in NetSuite
  • Update custom records in batch Batch
    Update custom records in batch in Netsuite
  • Update custom records in bulk Bulk
    Update records in bulk in Netsuite
  • Update custom record
    Update custom record in NetSuite
  • Update standard record
    Update standard record in NetSuite
  • Update standard records in batch Batch
    Update standard records in batch in Netsuite
  • Update standard records in bulk Bulk
    Update records in bulk in Netsuite
  • Upsert custom records in batch Batch
    Upsert custom records in batch in Netsuite
  • Upsert custom records in bulk Bulk
    Upsert records in bulk in Netsuite
  • Upsert custom record
    Upsert custom record in NetSuite
  • Upsert standard record
    Upsert standard record in NetSuite
  • Upsert standard records in batch Batch
    Upsert standard records in batch in Netsuite
  • Upsert standard records in bulk Bulk
    Upsert records in bulk in Netsuite

    • 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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