Sanctuary Wealth Advisor and SurveyMonkey integration | Workato

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Triggers

When this happens…

SurveyMonkey

Completed survey response
Completed response for survey on SurveyMonkey

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

SurveyMonkey

Custom action
Custom action in SurveyMonkey (Custom)
Add contacts
Add contacts to a SurveyMonkey contact list
Add page
Add a page to a SurveyMonkey survey
Add question
Add a question to a SurveyMonkey survey page
Create collector
Create a collector in SurveyMonkey
Create contact list
Create a contact list in SurveyMonkey
Create survey
Create a survey in SurveyMonkey
Create webhook
Create a webhook in SurveyMonkey
Delete webhook
Delete a webhook in SurveyMonkey
Get response
Get a response in SurveyMonkey
Get survey details
Get survey details in SurveyMonkey
Get webhook
Get a webhook in SurveyMonkey
List collectors Batch
List collectors for a SurveyMonkey survey
List contact lists Batch
List contact lists in SurveyMonkey
List contacts Batch
List contacts in a SurveyMonkey contact list
List question bank questions Batch
List question bank questions in SurveyMonkey
List responses Batch
List responses in SurveyMonkey
List survey categories Batch
List survey categories in SurveyMonkey
List survey templates Batch
List survey templates in SurveyMonkey
List surveys Batch
List surveys in SurveyMonkey
List webhooks Batch
List webhooks in SurveyMonkey
Search surveys
Search for a survey in SurveyMonkey
Send survey invite via email
Send SurveyMonkey survey invite via email to recipient
Send collector invitation
Send a collector invitation via SurveyMonkey
Update page
Update a page in a SurveyMonkey survey
Update question
Update a question in SurveyMonkey
Update survey
Update survey settings in SurveyMonkey

Any other action you can think up

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