Sanctuary Wealth Advisor and SmartRecruiters integrations and automations

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

Triggers

When this happens…

SmartRecruiters
  • New event Real-time
    New event in SmartRecruiters
  • New/updated record
    New/updated record in SmartRecruiters

    • 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

SmartRecruiters
  • Custom action
    Custom action in SmartRecruiters (Custom)
  • Activate job property
    Activate a job property in SmartRecruiters
  • Activate job property value
    Activate a job property value in SmartRecruiters
  • Activate user
    Activate a user in SmartRecruiters
  • Add hiring team member of a job
    Add hiring team member of a job in SmartRecruiters
  • Apply as a candidate
    Apply as a candidate in SmartRecruiters
  • Assign users to access group
    Assign users to access group in SmartRecruiters
  • Create record
    Create record in SmartRecruiters
  • Deactivate job property value
    Deactivate a job property value in SmartRecruiters
  • Deactivate user
    Deactivate a user in SmartRecruiters
  • Delete record
    Delete record in SmartRecruiters
  • Download candidate's file attachment
    Download candidate's file attachment in SmartRecruiters
  • Get record details by ID
    Get details of specific record in SmartRecruiters
  • List records
    List records in SmartRecruiters
  • Publish the default job ad
    Publish the default job ad in SmartRecruiters
  • Publish a job ad
    Publish job ad in SmartRecruiters
  • Remove hiring team member of a job
    Remove hiring team member of a job in SmartRecruiters
  • Remove user from access group
    Remove users from access group in SmartRecruiters
  • Request consent from multiple candidates
    Request consent from multiple candidates in SmartRecruiters
  • Search records
    Search for records in SmartRecruiters
  • Send an activation email to a user
    Send an activation email to a user in SmartRecruiters
  • Send a password reset email to a user
    Send a password reset email to a user in SmartRecruiters
  • Set onboarding status for a candidate
    Set onboarding status for a candidate in SmartRecruiters
  • Unpublish a job ad
    Unpublish job ad in SmartRecruiters
  • Unpublish a job from all sources
    Unpublish job ad from all sources in SmartRecruiters
  • Update record
    Update record in SmartRecruiters
  • Update user avatar
    Update user avatar in SmartRecruiters
  • Attach file to a candidate
    Attach file to a candidate in SmartRecruiters

    • Any other action you can think up

One platform

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