Sanctuary Wealth Advisor and Senses integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Senses. 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…

Senses
  • New/Updated 案件アクション情報
    New/Updated 案件アクション情報 in Mazrica Sales
  • New/Updated コンタクト情報
    New/Updated コンタクト情報 in Mazrica Sales
  • New/Updated コンタクトアクション情報
    New/Updated コンタクトアクション情報 in Mazrica Sales
  • New/Updated 案件情報
    New/Updated 案件情報 in Mazrica Sales

    • Any other trigger you can think up

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

Senses
  • 案件アクション情報を登録
    Create 案件アクション情報 in Mazrica Sales
  • コンタクト情報を登録
    Create コンタクト情報 in Mazrica Sales
  • コンタクトアクション情報を登録
    Create コンタクトアクション情報 in Mazrica Sales
  • 取引先情報を登録
    Create 取引先情報 in Mazrica Sales
  • 案件情報を登録
    Create 案件情報 in Mazrica Sales
  • Custom action
    Custom action in Mazrica Sales
  • 案件アクション情報を取得
    Get 案件アクション情報 in Mazrica Sales
  • コンタクト情報を取得
    Get コンタクト情報 in Mazrica Sales
  • コンタクトアクション情報を取得
    Get コンタクトアクション情報 in Mazrica Sales
  • 取引先情報を取得
    Get 取引先情報 in Mazrica Sales
  • 案件情報を取得
    Get 案件情報 in Mazrica Sales
  • 案件コンタクトリストを取得
    Get 案件コンタクトリスト in Mazrica Sales
  • チームの設定情報を取得
    Get チームの設定情報 in Mazrica Sales
  • 案件アクション情報を検索
    Search for 案件アクション情報 in Mazrica Sales
  • コンタクトアクション情報を検索
    Search for コンタクトアクション情報 in Mazrica Sales
  • コンタクト情報を検索
    Search for コンタクト情報 in Mazrica Sales
  • 取引先情報を検索
    Search for 取引先情報 in Mazrica Sales
  • 案件情報を検索
    Search for 案件情報 in Mazrica Sales
  • 案件アクション情報を更新
    Update 案件アクション情報 in Mazrica Sales
  • コンタクト情報を更新
    Update コンタクト情報 in Mazrica Sales
  • コンタクトアクション情報を更新
    Update コンタクトアクション情報 in Mazrica Sales
  • コンタクト詳細項目（multi_selectタイプ）を更新
    Update コンタクト詳細項目（multi_selectタイプ） in Mazrica Sales
  • 取引先情報を更新
    Update 取引先情報 in Mazrica Sales
  • 取引先詳細項目（multi_selectタイプ）を更新
    Update 取引先詳細項目（multi_selectタイプ） in Mazrica Sales
  • 案件情報を更新
    Update 案件情報 in Mazrica Sales
  • 案件詳細項目（multi_selectタイプ）を更新
    Update 案件詳細項目（multi_selectタイプ） in Mazrica Sales

    • Any other action you can think up

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