Sanctuary Wealth Advisor and Sms77 Sms & Text2Speech Gateway integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Sms77 Sms & Text2Speech Gateway. 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…

Sms77 Sms & Text2Speech Gateway
  • Inbound SMS Real-time
    Received inbound SMS in seven
  • SMS Status Real-time
    SMS status changed in seven
  • Performance Tracking Real-time
    Performance tracking in seven
  • Voice Call Real-time
    Incoming voice call in seven
  • Voice DTMF Real-time
    Incoming DTMF signal in seven voice calls
  • Voice Status Real-time
    Voice call status changed in seven

    • 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

Sms77 Sms & Text2Speech Gateway
  • Get analytics
    Retrieves analytics
  • Get balance
    Retrieves balance
  • Create contact
    Create a contact
  • Delete contact
    Deletes a contact
  • Edit contact
    Edit a contact
  • Read contacts
    Retrieves contacts
  • Lookup caller name delivery
    Perform a caller name delivery lookup
  • Lookup number format
    Perform a number format lookup
  • Lookup home location register
    Perform a home location register lookup
  • Lookup mobile number portability
    Perform a mobile number portability lookup
  • Lookup RCS capabilities
    Perform a RCS capabilities lookup
  • Get pricing
    Retrieves pricing
  • Send RCS
    Send RCS
  • Send SMS
    Send SMS
  • Get status
    Retrieves status
  • Validate For Voice
    Validate caller ID for the Voice API
  • Send Voice
    Make a text-to-speech call

    • Any other action you can think up

One platform

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  • Speed
  • Innovation