Sanctuary Wealth Advisor and UiPath integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and UiPath. 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

UiPath
  • Custom action
    Custom action in UiPath Orchestrator (Custom)
  • Add Queue Item
    Add Queue Item in Ui path orchestrator
  • Add Queue Item Bulk
    Adds multiple Queue Items in UiPath Orchestrator
  • Check status of a specific Queue Item
    Check status of a specific Queue Item in UiPath Orchestrator
  • Get count of Items in Queue
    Get count of Items in a Queue in UiPath Orchestrator
  • Get Environments
    Get Environments in Ui path orchestrator
  • Get Folder by ID
    Get details for a specific Folder by its ID in UiPath Orchestrator
  • Get Job
    Get details for a specific Job by its ID in UiPath Orchestrator
  • Get Machine Sessions
    Get Machine Sessions in Ui path orchestrator
  • Get Processes
    Get Processes in Ui path orchestrator
  • Get Queue by ID
    Get details for a specific Queue by its ID in UiPath Orchestrator
  • Get Queue Item
    Get Queue Item in Ui path orchestrator
  • Get Queues
    Get Queues in Ui path orchestrator
  • Get Robots
    Get Robots in Ui path orchestrator
  • Mark Queue Item
    Marks Queue Item of the selected Queue in UiPath Orchestrator
  • Search Folders
    Get a list of Folders in UiPath Orchestrator
  • Search Items in Queue
    Retrieves a list of Items in a Queue in UiPath Orchestrator
  • Start Job(s)
    Start Job(s) in Ui path orchestrator
  • Start Processing Queue Items
    Starts processing a Queue Item in UiPath Orchestrator

    • Any other action you can think up

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