Sanctuary Wealth Advisor and Lightspeed Commerce integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Lightspeed Commerce. 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…

Lightspeed Commerce
  • New consignment
    New consignment in Lightspeed Commerce
  • New/updated customer
    New/updated customer in Lightspeed Commerce
  • New inventory record
    New inventory record in Lightspeed Commerce
  • New/updated product
    New/updated product in Lightspeed Commerce
  • New sale
    New sale in Lightspeed Commerce
  • New/updated consignment
    New/updated consignment in Lightspeed Commerce
  • New/updated inventory record
    New/updated inventory record in Lightspeed Commerce
  • New/updated sale
    New/updated sale in Lightspeed Commerce

    • 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

Lightspeed Commerce
  • Custom action
    Custom action in Lightspeed Commerce (Custom)
  • Add payment to register sale
    Add payment to register sale in Lightspeed Commerce
  • Create customer
    Create customer in Lightspeed Commerce
  • Create product
    Create product in Lightspeed Commerce
  • Create register sale
    Create register sale in Lightspeed Commerce
  • Get customer details by ID
    Get customer details in Lightspeed Commerce
  • Get sale details by ID
    Get sale details in Lightspeed Commerce
  • Search customers Batch
    Search customers by code or email in Lightspeed Commerce
  • Search product Batch
    Search product in Lightspeed Commerce
  • Update customer
    Update customer in Lightspeed Commerce
  • Update product
    Update product in Lightspeed Commerce

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation