On-prem files and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect On-prem files 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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Build Powerful Workflows, fast

Triggers

When this happens…

On-prem files
  • New CSV file in folder Batch
    New CSV file in on-prem folder
  • New lines in CSV file Batch
    New batch of lines in on-prem CSV file
  • New line in CSV file
    New line in on-prem CSV file
  • New file in folder
    New file in on-prem folder

    • Any other trigger you can think up

Actions

Do this…

On-prem files
  • Append line to CSV file
    Append a line to an on-prem CSV file
  • Create folder
    Create a new folder in a specified on-prem folder
  • Delete file
    Delete a file in an on-prem folder
  • Delete folder
    Deletes an on-prem folder
  • Download file
    Download an on-prem file
  • Generate on-prem file URL
    Generate an on-prem file URL to be used in other connectors.
  • List files in folder Batch
    List all files in an on-prem folder
  • Move file
    Move an on-prem file to a different folder
  • Rename file
    Rename an on-prem file
  • Upload file (Legacy)
    Upload a new file to an on-prem folder
  • Upload file
    Upload a new file to an on-prem folder

    • 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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