Sanctuary Wealth Advisor and WoodWing Studio integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and WoodWing Studio. 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 Studio
  • New event Real-time
    New event in WoodWing Studio

    • 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 Studio
  • Assign dossier labels
    Add dossier labels to objects in WoodWing Studio
  • Copy issue
    Copy issue in WoodWing Studio
  • Copy object
    Copy object in WoodWing Studio
  • Copy brand
    Copy brand in WoodWing Studio
  • Create dossier
    Create new dossier in WoodWing Studio
  • Create edition
    Create new edition in WoodWing Studio
  • Create InDesign Server Job
    Create InDesign Server Job in WoodWing Studio
  • Create issue
    Create issue in WoodWing Studio
  • Create object
    Create new object in WoodWing Studio
  • Create object from template
    Create new object from template in WoodWing Studio
  • Create object label
    Create object label for Dossier in WoodWing Studio
  • Create object operation
    Create object operation in WoodWing Studio
  • Create object relation
    Create object relation in WoodWing Studio
  • Assigns objects to targets
    Assigns objects to targets in WoodWing Studio
  • Create layout PDF
    Create layout PDF in WoodWing Studio
  • Planning - Create advert
    Planning - Create advert in WoodWing Studio
  • Planning - Create layout
    Planning - Create layout in WoodWing Studio
  • Create publication channel
    Create publication channel in WoodWing Studio
  • Create category
    Create category in WoodWing Studio
  • Delete editions
    Delete editions in WoodWing Studio
  • Delete issues
    Delete issues in WoodWing Studio
  • Delete object labels
    Delete object labels for Dossier in WoodWing Studio
  • Delete object relation
    Delete object relation in WoodWing Studio
  • Delete object targets
    Delete object targets in WoodWing Studio
  • Planning - Delete advert
    Planning - Delete advert in WoodWing Studio
  • Planning - Delete layout
    Planning - Delete layout in WoodWing Studio
  • Delete publication channels
    Delete publication channels in WoodWing Studio
  • Delete categories
    Delete categories in WoodWing Studio
  • Download file from URL
    Download file contents from URL in WoodWing Studio
  • Get editions
    Get editions in WoodWing Studio
  • Get extension map
    Get extension map in WoodWing Studio
  • Get issues
    Get issues in WoodWing Studio
  • Get object
    Get object in WoodWing Studio
  • Get object template
    Get object template in WoodWing Studio
  • Get object version
    Get object version in WoodWing Studio
  • Get publication channels
    Get publication channels in WoodWing Studio
  • Get brands
    Get brands in WoodWing Studio
  • Get categories
    Get categories in WoodWing Studio
  • Get workflow status
    Get object workflow status in WoodWing Studio
  • Invoke service
    Invoke service - in WoodWing Studio
  • List object versions
    List object versions in WoodWing Studio
  • Lock objects
    Lock objects in WoodWing Studio
  • Planning - Modify advert
    Planning - Modify advert in WoodWing Studio
  • Planning - Modify layout
    Planning - Modify layout in WoodWing Studio
  • Move objects to Trash Can
    Move objects to Trash Can in WoodWing Studio
  • Purge objects
    Purge objects in WoodWing Studio
  • Search object
    Search object in WoodWing Studio
  • Remove dossier labels
    Remove dossier labels for objects in WoodWing Studio
  • Restore object
    Restore object in WoodWing Studio
  • Restore version
    Restore object version in WoodWing Studio
  • Save object
    Save object in WoodWing Studio
  • Send to
    Send object to next status in WoodWing Studio
  • Send to next
    Send object to predefined next status in WoodWing Studio
  • Update object external properties
    Update object external properties in WoodWing Studio
  • Update object properties
    Update object properties in WoodWing Studio
  • Abort checkout objects
    Abort checkout to unlock objects in WoodWing Studio
  • Update edition
    Update edition in WoodWing Studio
  • Update issue
    Update issue in WoodWing Studio
  • Update object relations
    Update object relations in WoodWing Studio
  • Update object targets
    Update existing object targets in WoodWing Studio
  • Update publication channel
    Update publication channel in WoodWing Studio
  • Update category
    Update category in WoodWing Studio

    • Any other action you can think up

One platform

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