Oracle Fusion Cloud and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Oracle Fusion Cloud 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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Triggers

When this happens…

Oracle Fusion Cloud
  • New record Batch
    New object in Oracle Fusion Cloud.
  • New business event Real-time
    New events in Oracle Fusion Cloud
  • New employee atom feed entry
    New employee atom feed entry in Oracle Fusion Cloud.
  • New record
    New object in Oracle Fusion Cloud.
  • New organization atom feed entry
    New organization atom feed entry in Oracle Fusion Cloud.
  • New/updated record Batch
    New/updated object in Oracle Fusion Cloud.
  • New/updated record
    New/updated object in Oracle Fusion Cloud.

    • Any other trigger you can think up

Actions

Do this…

Oracle Fusion Cloud
  • Custom action
    Custom action in Oracle Fusion Cloud (Custom)
  • Search records using advanced query Batch
    Search records using advanced query in Oracle Fusion Cloud.
  • Append file comment
    Append file comment in Oracle Fusion Cloud.
  • Confirm extract consumption
    Confirm extract consumption in Oracle Fusion Cloud.
  • Create record
    Create record in Oracle Fusion Cloud.
  • Create records Batch
    Create records in Oracle Fusion Cloud.
  • Create user
    Create user in Oracle Fusion Cloud.
  • Delete record
    Delete record 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 record
    Get record 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
  • Search records Batch
    Search records 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.
  • Update record
    Update record in Oracle Fusion Cloud.
  • Update records Batch
    Update records in Oracle Fusion Cloud.
  • Upload to UCM
    Upload to UCM in Oracle Fusion Cloud.
  • Upsert record
    Upsert record 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

One platform

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