Rhythm Systems and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Rhythm Systems 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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Triggers

When this happens…

Rhythm Systems
  • Rhythm Systems Annual Priority Event Real-time
    New annual priority event in Rhythm Systems
  • Rhythm Systems Comment Event Real-time
    New comment event in Rhythm Systems
  • Rhythm Systems KPI Goal Event Real-time
    New KPI event in Rhythm Systems
  • Rhythm Systems Priority Goal Event Real-time
    New priority event in Rhythm Systems
  • Rhythm Systems Goal Status Event Real-time
    New task event in Rhythm Systems
  • Rhythm Systems Task Event Real-time
    New task event in Rhythm Systems
  • Rhythm Systems Winning Moves Event Real-time
    New winning moves event in Rhythm Systems

    • Any other trigger you can think up

Actions

Do this…

Rhythm Systems
  • Custom action
    Custom action in Rhythm Systems Connector (Custom)
  • Create Goal
    Creates a goal in Rhythm
  • Create Task
    Get Create a task in Rhythm
  • Get Goal
    Get a goal within Rhythm Systems
  • Post Comment
    Post a comment to Rhythm Systems
  • Reply Comment
    Reply to a comment within Rhythm Systems
  • Update Goal
    Get Update goal in Rhythm
  • Update Goal Status
    Get Update goal status in Rhythm
  • Update Task
    Update a task in Rhythm

    • 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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