Sanctuary Wealth Advisor and SciNote integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and SciNote. 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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Build Powerful Workflows, fast

Triggers

When this happens…

Actions

Do this…

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

SciNote
  • Create experiment
    Create experiment in Scinote
  • Create inventory
    Create inventory in Scinote
  • Create project
    Create project in Scinote
  • Create result
    Create result with object in Scinote
  • Create task
    Create task in Scinote
  • Delete inventory
    Delete inventory in Scinote
  • Get experiment
    Get experiment in Scinote
  • Get experiments
    Get experiments in Scinote
  • Get inventories
    Get Inventories in Scinote
  • Get inventory
    Get inventory in Scinote
  • Get project
    Get project in Scinote
  • Get projects
    Get projects in Scinote
  • Get report
    Get report in Scinote
  • Get reports
    Get reports in Scinote
  • Get result
    Get result in Scinote
  • Get results
    Get results in Scinote
  • Get task
    Get task in Scinote
  • Get task group
    Get task group in Scinote
  • Get task groups
    Get task groups in Scinote
  • Get tasks
    Get tasks in Scinote
  • Get workflow
    Get workflow in Scinote
  • Get workflows
    Get workflows in Scinote
  • Soft delete inventory
    Soft delete inventory in Scinote
  • Update experiment
    Update experiment in Scinote
  • Update Inventory
    Update inventory in Scinote
  • Update project
    Update project in Scinote
  • Update result
    update result with file result in Scinote
  • Update task
    Update task in Scinote

    • Any other action you can think up

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