Oracle Fusion Cloud (SOAP) and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Oracle Fusion Cloud (SOAP)

New business event Real-time
New events in Oracle Fusion Cloud

Any other trigger you can think up

Actions

Do this…

Oracle Fusion Cloud (SOAP)

Custom action
Custom action in Oracle Fusion Cloud (SOAP) (Custom)
Append file comment
Append file comment in Oracle Fusion Cloud
Confirm extract consumption
Confirm extract consumption in Oracle Fusion Cloud
Create user
Create user in Oracle Fusion Cloud
Download ESS job execution details
Download ESS job execution details in Oracle Fusion Cloud
Download export output
Download export output in Oracle Fusion Cloud
Export bulk data
Export bulk data in Oracle Fusion Cloud
Extract and purge
Extract and purge in Oracle Fusion Cloud
Fetch extract output
Retrieve extract output in Oracle Fusion Cloud
Get flow task instance status
Retrieve flow task instance status in Oracle Fusion Cloud
Get default object attribute hints
Get default object attribute hints in Oracle Fusion Cloud
Get document by document ID
Get document by document ID in Oracle Fusion Cloud
Get document IDs by file prefix
Get document IDs by file prefix in Oracle Fusion Cloud
Get ESS execution details
Get ESS execution details in Oracle Fusion Cloud
Get ESS job status
Get ESS job status in Oracle Fusion Cloud
Get service last update time
Get service last update time in Oracle Fusion Cloud
Import bulk data
Import bulk data in Oracle Fusion Cloud
List entities
List entities in Oracle Fusion Cloud
Load and import data
Load and import data in Oracle Fusion Cloud
Search documents by file prefix
Search documents by file prefix in Oracle Fusion Cloud
Submit and get flow instance ID
Submit and get flow instance ID in Oracle Fusion Cloud
Submit ESS job request
Submit ESS job request in Oracle Fusion Cloud
Submit job with output
Submit job with output in Oracle Fusion Cloud
Update interface data
Update interface data in Oracle Fusion Cloud
Upload to UCM
Upload to UCM in Oracle Fusion Cloud

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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