Onna and Sanctuary Wealth Advisor integration | Workato

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Triggers

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Actions

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Onna

Create Custom Field
Create Custom Field in Onna platform API
Create File
Create File in Onna platform API
Create Folder
Create Folder in Onna platform API
Create Ticket
Create Ticket in Onna platform API
Create Workspace
Create Workspace in Onna platform API
Current User
Current User in Onna platform API
Delete File
Delete File in Onna platform API
Delete Folder
Delete Folder in Onna platform API
Delete Ticket
Delete Ticket in Onna platform API
Delete Workspace
Delete Workspace in Onna platform API
Retrieve Folder Info
Retrieve Folder Info in Onna platform API
Head Resource File Resumable Upload
Head Resource File Resumable Upload in Onna platform API
Health Check
Health Check in Onna platform API
List Custom Fields
List Custom Fields in Onna platform API
List Workspace Custom Fields
List Workspace Custom Fields in Onna platform API
List Workspaces
List Workspaces in Onna platform API
Login
Login in Onna platform API
Options Resource File
Options Resource File in Onna platform API
Resume Resource File Upload
Resume Resource File Upload in Onna platform API
Create Resource File Resumable Upload
Create Resource File Resumable Upload in Onna platform API
Create Resource File Single Request
Create Resource File Single Request in Onna platform API
Read Workspace Custom Value
Read Workspace Custom Value in Onna platform API
Read File
Read File in Onna platform API
Read Ticket
Read Ticket in Onna platform API
Retrieve Workspace Info
Retrieve Workspace Info in Onna platform API
Enable Workspace Custom Field
Enable Workspace Custom Field in Onna platform API
Update Folder
Update Folder in Onna platform API
Update Workspace
Update Workspace in Onna platform API
Update Workspace Custom Value
Update Workspace Custom Value in Onna platform 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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