SafetyCulture and Sanctuary Wealth Advisor integrations and automations

Seamlessly connect SafetyCulture 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

SafetyCulture
  • Action events Real-time
    Trigger for Action events
  • Inspection events (Deprecated) Real-time
    Trigger for Inspection events (Deprecated)
  • Inspection events Real-time
    Trigger for Inspection events
  • Issue events Real-time
    Trigger for Issue events
  • Media events Real-time
    Trigger for Media events

    • Any other trigger you can think up

Actions

Do this…

SafetyCulture
  • Actions
    Interact with Actions in SafetyCulture
  • Apps
    Interact with Apps in SafetyCulture
  • Assets
    Interact with Assets in SafetyCulture
  • Bulk user operations
    Interact with Bulk user operations in SafetyCulture
  • Companies
    Interact with Companies in SafetyCulture
  • Credentials
    Interact with Credentials in SafetyCulture
  • Data Feeds
    Interact with Data Feeds in SafetyCulture
  • Directory (Sites)
    Interact with Directory (Sites) in SafetyCulture
  • Documents
    Interact with Documents in SafetyCulture
  • Heads Up
    Interact with Heads Up in SafetyCulture
  • Inspections
    Interact with Inspections in SafetyCulture
  • Integrations
    Interact with Integrations in SafetyCulture
  • Investigations
    Interact with Investigations in SafetyCulture
  • Issues
    Interact with Issues in SafetyCulture
  • Lone Worker
    Interact with Lone Worker in SafetyCulture
  • Media
    Interact with Media in SafetyCulture
  • OSHA
    Interact with OSHA in SafetyCulture
  • Response Sets
    Interact with Response Sets in SafetyCulture
  • Schedules
    Interact with Schedules in SafetyCulture
  • Schedules (legacy)
    Interact with Schedules (legacy) in SafetyCulture
  • Sensors
    Interact with Sensors in SafetyCulture
  • Structures
    Interact with Structures in SafetyCulture
  • Template Definition
    Interact with Template Definition in SafetyCulture
  • Templates
    Interact with Templates in SafetyCulture
  • Training
    Interact with Training in SafetyCulture
  • Users
    Interact with Users in SafetyCulture
  • Groups
    Interact with Groups in SafetyCulture
  • Custom Action
    Custom action in SafetyCulture

    • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation