Process Street and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

Actions

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Process Street

Assign to a task
Assign to a task in Process street public API
Create a data set record
Create a data set record in Process street public API
Delete a Webhook
Delete a Webhook 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 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
List all approvals
List all approvals in Process street public API
List data set records
List data set records in Process street public API
List data sets
List data sets 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 task assignees
List all task assignees in Process street public API
List all tasks
List all tasks in Process street public API
Find workflow runs
Find workflow runs in Process street public API
Unassign from a task
Unassign from a task 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

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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