Sanctuary Wealth Advisor and VISO TRUST integration | Workato

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Triggers

When this happens…

VISO TRUST

Artifact expired Real-time
Artifact expired in VISO TRUST
Artifact expiring Real-time
Artifact expiring in VISO TRUST
Assessment artifact update completed Real-time
Assessment artifact update completed in VISO TRUST
Assessment cancelled Real-time
Assessment cancelled in VISO TRUST
Assessment completed Real-time
Assessment completed in VISO TRUST
Assessment recertification completed Real-time
Assessment recertification completed in VISO TRUST
Assessment remediation completed Real-time
Assessment remediation completed in VISO TRUST
Assessment reminder sent Real-time
Assessment reminder sent in VISO TRUST
Assessment summary generated Real-time
Assessment summary generated in VISO TRUST
Docs-only artifact update completed Real-time
Docs-only artifact update completed in VISO TRUST
New relationship onboarded Real-time
New relationship onboarded in VISO TRUST
Relationship overdue Real-time
Relationship overdue in VISO TRUST
Risk accepted Real-time
Risk accepted in VISO TRUST
Upcoming recertification Real-time
Upcoming recertification in VISO TRUST

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

VISO TRUST

Create BitSight report
Create BitSight report in VISO TRUST
Create Recorded Future report
Create Recorded Future report in VISO TRUST
Create relationship
Create relationship in VISO TRUST
Create relationship by domain
Create relationship by domain in VISO TRUST
Create SecurityScorecard report
Create SecurityScorecard report in VISO TRUST
Download assessment artifacts
Download assessment artifacts from VISO TRUST
Download relationship artifacts
Download relationship artifacts from VISO TRUST
Get assessment
Get assessment in VISO TRUST
Get assessment summary
Get assessment summary in VISO TRUST
Get relationship
Get relationship in VISO TRUST
Search relationships
Search relationships in VISO TRUST by filter criteria
Start assessment
Start assessment in VISO TRUST
Update relationship
Update relationship in VISO TRUST

Any other action you can think up

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