Rydoo and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Rydoo 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…

Actions

Do this…

Rydoo
  • Branch: Get a branch
    Branch: Get a branch in Rydoo AP i U s connector - production
  • Branch: Search for branches
    Branch: Search for branches in Rydoo AP i U s connector - production
  • Custom Field: Add list items
    Custom Field: Add list items in Rydoo AP i U s connector - production
  • Custom Field: Unassign a user from a list item
    Custom Field: Unassign a user from a list item in Rydoo AP i U s connector - production
  • Custom Field: Unassign all users from a list item
    Custom Field: Unassign all users from a list item in Rydoo AP i U s connector - production
  • Custom Field: Get list items
    Custom Field: Get list items in Rydoo AP i U s connector - production
  • Custom Field: Get list items by ID
    Custom Field: Get list items by ID in Rydoo AP i U s connector - production
  • Custom Field: Get user assignments for a list item
    Custom Field: Get user assignments for a list item in Rydoo AP i U s connector - production
  • Custom Field: Assign users to a list item
    Custom Field: Assign users to a list item in Rydoo AP i U s connector - production
  • Custom Field: Update a list item
    Custom Field: Update a list item in Rydoo AP i U s connector - production
  • Expense: Search for exported expenses
    Expense: Search for exported expenses in Rydoo AP i U s connector - production
  • Expense: Set an expense reimbursed
    Expense: Set an expense reimbursed in Rydoo AP i U s connector - production
  • Group: Add a group
    Group: Add a group in Rydoo AP i U s connector - production
  • Group: Update a group
    Group: Update a group in Rydoo AP i U s connector - production
  • Group: Get a group
    Group: Get a group in Rydoo AP i U s connector - production
  • Group: Search for groups
    Group: Search for groups in Rydoo AP i U s connector - production
  • Payment: Add a payment method
    Payment: Add a payment method in Rydoo AP i U s connector - production
  • Payment: Get a payment method
    Payment: Get a payment method in Rydoo AP i U s connector - production
  • Payment: Search for payment methods
    Payment: Search for payment methods in Rydoo AP i U s connector - production
  • Project: Add a project
    Project: Add a project in Rydoo AP i U s connector - production
  • Project: Update a project
    Project: Update a project in Rydoo AP i U s connector - production
  • Project: Get a project
    Project: Get a project in Rydoo AP i U s connector - production
  • Project: Search for projects
    Project: Search for projects in Rydoo AP i U s connector - production
  • Trip: Add a trip
    Trip: Add a trip in Rydoo AP i U s connector - production
  • Trip: Update a trip
    Trip: Update a trip in Rydoo AP i U s connector - production
  • Trip: Get a trip
    Trip: Get a trip in Rydoo AP i U s connector - production
  • Trip: Search for trips
    Trip: Search for trips in Rydoo AP i U s connector - production
  • User: Add a user
    User: Add a user in Rydoo AP i U s connector - production
  • Workflow: Update the approver assignments for a user
    Workflow: Update the approver assignments for a user in Rydoo AP i U s connector - production
  • Workflow: Get expense approver assignments for a user
    Workflow: Get expense approver assignments for a user in Rydoo AP i U s connector - production
  • Workflow: Update the controller assigments for a user
    Workflow: Update the controller assigments for a user in Rydoo AP i U s connector - production
  • Workflow: Get expense controller assignments for a user
    Workflow: Get expense controller assignments for a user in Rydoo AP i U s connector - production
  • User: Get a user
    User: Get a user in Rydoo AP i U s connector - production
  • Group: Get the groups to which the user belongs
    Group: Get the groups to which the user belongs in Rydoo AP i U s connector - production
  • Group: Update the groups to which the user belongs
    Group: Update the groups to which the user belongs in Rydoo AP i U s connector - production
  • User: Search for users
    User: Search for users in Rydoo AP i U s connector - production
  • User: Update the user
    User: Update the user in Rydoo AP i U s connector - production
  • Expense: Add an expense
    Expense: Add an expense in Rydoo AP i U s connector - production
  • Expense: Approve an expense
    Expense: Approve an expense in Rydoo AP i U s connector - production
  • Expense: Control an expense
    Expense: Control an expense in Rydoo AP i U s connector - production
  • Expense: Get an expense
    Expense: Get an expense in Rydoo AP i U s connector - production
  • Expense: Recall an expense
    Expense: Recall an expense in Rydoo AP i U s connector - production
  • Expense: Reject an expense
    Expense: Reject an expense in Rydoo AP i U s connector - production
  • Expense: Report an expense
    Expense: Report an expense in Rydoo AP i U s connector - production
  • Expense: Submit an expense
    Expense: Submit an expense in Rydoo AP i U s connector - production
  • Expense: Unapprove an expense
    Expense: Unapprove an expense in Rydoo AP i U s connector - production
  • Expense: Uncontrol an expense
    Expense: Uncontrol an expense in Rydoo AP i U s connector - production
  • Expense: Unreport an expense
    Expense: Unreport an expense in Rydoo AP i U s connector - production
  • Expense: Download a receipt
    Expense: Download a receipt in Rydoo AP i U s connector - production
  • Expense: Upload a receipt
    Expense: Upload a receipt in Rydoo AP i U s connector - production

    • 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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