Okta and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Okta

New events
Triggers when a new event is created in Okta
New events Real-time
Triggers immediately when a new event is created in Okta
Scheduled event search using filter Batch
Scheduled event search using filter in Okta

Any other trigger you can think up

Actions

Do this…

Okta

Custom action
Custom action in Okta (Custom)
Activate user
Activate user in Okta
Add user to group
Adds an existing user to a group in Okta
Create user
Create user in Okta
Deactivate user
Deactivate user in Okta
Delete user
Delete user in Okta
Expire an existing user password
Expire an existing user’s password in Okta
Get group members Batch
Retrieves the list of members of a group in Okta
Get groups by name Batch
Retrieves groups by name in Okta
Get user by ID
Get user by ID in Okta
Get user groups Batch
Get user groups in Okta
Get recent log on events by IP address Batch
Get recent log on events by IP address in Okta
Get recent log on events by user Batch
Get recent log on events by user in Okta
List applications assigned to user Batch
List applications assigned to user in Okta
Remove user from group
Removes an existing user from a group in Okta
Reset forgotten user password
Reset an existing user’s forgotten password in Okta
Reset MFA factors for user
Reset all MFA factors for an existing user in Okta
Reset user password
Reset user password in Okta
Search Users Batch
Search users in Okta
Suspend user
Suspends an existing user in Okta
Unsuspend user
Unsuspend an existing user in Okta
Update user
Update user in Okta

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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