Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Actions
Do this…
Purolator - Shipping
- Custom actionCustom action in Purolator Shipping Connector (Custom)
- Add consolidated ltl shipment v3Add Consolidated LTLShipment V3
- Add containersAdd Containers
- Add containers to containerAdd Containers To Container
- Add itemAdd Item
- Add ltl order v3Add LTLOrder V3
- Add ltl palletsAdd LTLPallets
- Add or get orderAdd Or Get Order
- Add orderAdd Order
- Add order with ratesAdd Order With Rates
- Add packageAdd Package
- Add package containerAdd Package Container
- Add packages to containerAdd Packages To Container
- Add pallets to containerAdd Pallets To Container
- Closeout update weightCloseout Update Weight
- Closeout v3Closeout V3
- Closeout with ltlv3Closeout With LTLV3
- Get containerGet Container
- Get container labelsGet Container Labels
- Get documentGet Document
- Get label multi pageGet Label Multi Page
- Get label v3Get Label V3
- Get ltl labelGet LTLLabel
- Get ltl label multi pageGet LTLLabel Multi Page
- Get order statusGet Order Status
- Get package containerGet Package Container
- Get ratesGet Rates
- Get zpl initialization imagesGet ZPLInitialization Images
- Modify containerModify Container
- Remove containers from containerRemove Containers From Container
- Remove packages from containerRemove Packages From Container
- Remove pallets from containerRemove Pallets From Container
- Shipment verificationShipment Verification
- Update orderUpdate Order
- Void ltl palletsVoid LTLPallets
- Void ltl shipmentsVoid LTLShipments
- Void ordersVoid Orders
- Void packagesVoid Packages
Any other action you can think up
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor 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 ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction 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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