Sanctuary Wealth Advisor and WoodWing Assets integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and WoodWing Assets. 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…

WoodWing Assets
  • New event Real-time
    New event in Assets

    • 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

WoodWing Assets
  • Abort Checkout Object
    Abort checkout an object in Assets
  • Browse Folder
    Browse folders in Assets
  • Checkout Object
    Checkout an object in Assets
  • Copy Asset
    Copy a folder or file in Assets
  • Create AuthKey
    Create an authKey in Assets
  • Create Folder
    Create a folder in Assets
  • Create Object
    Create an object in Assets
  • Create Relation
    Create a relation of a certain type between two assets in Assets
  • Custom action
    Custom action in WoodWing
  • Download File
    Download a file in Assets
  • Move Asset
    Move a folder or file in Assets
  • Promote Asset
    Promote an asset to a previous version in Assets
  • Remove asset or folder
    Remove an asset or a folder in Assets
  • Remove Relation
    Remove one or more relations between assets in Assets
  • Retrieve Asset History
    Retrieve history details of an asset in Assets
  • Revoke AuthKey
    Revoke one or more authKeys in Assets
  • Search Object
    Search for an object in WoodWing
  • Send E-mail
    Send an e-mail to one or multiple recipients in Assets
  • Update AuthKey
    Update an authKey in Assets
  • Update bulk Objects
    Update bulk objects in Assets
  • Update Object
    Update an object in Assets
  • ZIP download
    Download multiple files as a ZIP file in Assets

    • Any other action you can think up

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