Process Street custom and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Process Street custom 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

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Actions

Do this…

Process Street custom
  • Assign to a task
    Assign to a task in Process street public API
  • Assign to a workflow run
    Assign to a workflow run in Process street public API
  • Create a data set record
    Create a data set record in Process street public API
  • Create a Webhook
    Create a Webhook in Process street public API
  • Create a workflow run
    Create a workflow run in Process street public API
  • Delete a data set record
    Delete a data set record in Process street public API
  • Delete a Webhook
    Delete a Webhook in Process street public API
  • Delete a workflow run
    Delete a workflow run in Process street public API
  • Get a data set record
    Get a data set record in Process street public API
  • Get a task
    Get a task in Process street public API
  • Get a workflow run
    Get a workflow run in Process street public API
  • Import data set records
    Import data set records in Process street public API
  • List all approvals in a workflow run
    List all approvals in a workflow run in Process street public API
  • List all data set records
    List all data set records in Process street public API
  • List all data sets
    List all data sets in Process street public API
  • List all options for a form field
    List all options for a form field in Process street public API
  • List all form field values
    List all form field values in Process street public API
  • List all form field values in a task
    List all form field values in a task in Process street public API
  • List all form fields in a workflow
    List all form fields in a workflow in Process street public API
  • List all assignees in a task
    List all assignees in a task in Process street public API
  • Find tasks
    Find tasks in Process street public API
  • List all tasks in a workflow run
    List all tasks in a workflow run in Process street public API
  • List all users
    List all users in Process street public API
  • List all assignees in a workflow run
    List all assignees in a workflow run in Process street public API
  • Find workflow runs
    Find workflow runs in Process street public API
  • List all tasks in a workflow
    List all tasks in a workflow in Process street public API
  • Find workflows
    Find workflows in Process street public API
  • Test authentication
    Test authentication in Process street public API
  • Unassign from a task
    Unassign from a task in Process street public API
  • Unassign from a workflow run
    Unassign from a workflow run in Process street public API
  • Undelete a workflow run
    Undelete a workflow run in Process street public API
  • Update a data set record
    Update a data set record in Process street public API
  • Update multiple form field values
    Update multiple form field values in Process street public API
  • Update a task
    Update a task in Process street public API
  • Update a workflow run
    Update a workflow run in Process street public API
  • Upload a form field value
    Upload a form field value in Process street public API
  • Approve or reject tasks
    Approve or reject tasks in Process street public 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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