Sanctuary Wealth Advisor and SmartTicket integration | Workato

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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

SmartTicket

Create barcode wallet
Calls GET /api/customer/create_barcode_wallet.
Get customer token
Calls POST /api/customer/token for a customer ID.
Query customers
Queries customers by customer details and paging.
Query events
Queries events using POST /api/event/.
Query memberships
Queries memberships using GET /api/membership/ with a JSON payload.
Query purchases
Queries purchases using GET /api/purchase/ with a JSON payload.
Query tickets
Queries tickets using POST /api/ticket/query.
Query vouchers
Queries vouchers using GET /api/voucher/ with a JSON payload.
Register customer
Registers a customer using POST /api/customer/register.

Any other action you can think up

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