Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Actions
Do this…
NHS Electronic Staff Record (ESR) Wrapper
- GET Absence RecordGet individual Absence Record
- GET Absence Record ListGet Absence Record List
- GET Competence Assignment RecordGet individual Competence Assignment Record
- GET Competence Assignment Record ListGet Competence Assignment Record List
- GET Competence Definition RecordGet individual Competence Definition Record
- GET Competence Definition Record ListGet Competence Definition Record List
- GET Competency RecordGet individual Competency Record
- GET Competency Record ListGet Competency Record List
- GET Costing RecordGet individual Costing Record
- GET Costing Record ListGet Costing Record List
- GET Disability RecordGet individual Disability Record
- GET Disability Record ListGet Disability Record List
- GET Element RecordGet individual Element Record
- GET Element Record ListGet Element Record List
- GET Location RecordGet individual Location Record
- GET Location Record ListGet Location Record List
- GET Organisation RecordGet individual Organisation Record
- GET Organisation Record ListGet Organisation Record List
- GET Person Eit RecordGet individual Person Eit Record
- GET Person Eit Record ListGet Person Eit Record List
- GET Person RecordGet individual Person Record
- GET Person Record ListGet Person Record List
- GET Position Eit RecordGet individual Position Eit Record
- GET Position Eit Record ListGet Position Eit Record List
- GET Position RecordGet individual Position Record
- GET Position Record ListGet Position Record List
- GET Qualification RecordGet individual Qualification Record
- GET Qualification Record ListGet Qualification Record List
- GET Sit RecordGet individual Sit Record
- GET Sit Record ListGet Sit Record List
- GET Training Absence RecordGet individual Training Absence Record
- GET Training Absence Record ListGet Training Absence Record List
Any other action you can think up
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor 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 ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction 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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