Sanctuary Wealth Advisor and Thriva integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Thriva. 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…

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

Thriva
  • Custom action
    Custom action in (Custom)
  • Acknowledge an escalation
    This endpoint is used to acknowledge that you have received an escalation for a Result Set. You will need the Escalation ID. It is very important that you only acknowledge an Escalation once the result set has been manually acknowledged by a member of your team.
  • Create an Order
    Create an Order
  • Fetch a Test
    Fetch a Test by ID
  • Fetch an Order
    Fetch an Order by ID
  • Fetch a Fulfillment Order
    Fetch a Fulfillment Order by it's ID
  • Fetch Orders
    Lists all of your orders
  • Fetch a Result
    Fetch Result By ID
  • Fetch Results
    Lists all of your results
  • Fetch a Test for an Order
    Fetch a Test for an Order
  • Biomarker API
    Fetch Test in Zuora
  • Fetch Tests
    Lists all of your tests

    • Any other action you can think up

One platform

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