Sanctuary Wealth Advisor and Topdesk integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Topdesk. 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

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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

Topdesk
  • Get Asset By ID
    Get Asset By ID in TO pdesk
  • Get Assets
    Get Assets in TO pdesk
  • Get Incident by ID
    Get Incident by ID in TO pdesk
  • Get Incidents
    Get Incidents in TO pdesk
  • Get Incidents using filter
    Get Incidents using filter in TO pdesk
  • Get Change Activities
    Get Change Activities in TO pdesk
  • Get Change by ID
    Get Change by ID in TO pdesk
  • Update Change
    Change Management API: update a Change
  • Update Change Activity
    Change Management API: update a Change Activity
  • Create Asset
    Create Asset in TO pdesk
  • Create Incident
    Create Incident in TO pdesk
  • Create Change Activity
    Create Change Activity in TO pdesk
  • Create Change
    Create Change in TO pdesk
  • Update Incident
    Update Incident in TO pdesk

    • Any other action you can think up

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