Sanctuary Wealth Advisor and WordPress integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and WordPress. 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…

WordPress
  • New post (v2)
    New post created on WordPress (REST v2)

    • 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

WordPress
  • Custom action
    Custom action in WordPress (Custom)
  • Create category
    Create category in WordPress
  • Create page
    Create page in WordPress
  • Create post
    Create post in WordPress
  • Create tag
    Create tag in WordPress
  • Get category
    Get category details in WordPress
  • Get comment
    Get comment details in WordPress
  • Get media
    Get media details in WordPress
  • Get page
    Get page details in WordPress
  • Get post
    Get post details in WordPress
  • Get post type schema
    Get schema for a post type in WordPress
  • Get tag
    Get tag details in WordPress
  • List categories Batch
    List categories in WordPress
  • List comments Batch
    List comments in WordPress
  • List media Batch
    List media in WordPress
  • List pages Batch
    List pages in WordPress
  • List post types Batch
    List post types in WordPress
  • List posts Batch
    List posts in WordPress
  • List tags Batch
    List tags in WordPress
  • Reply to comment
    Reply to comment in WordPress
  • Trash comment
    Move comment to trash in WordPress
  • Trash page
    Move page to trash in WordPress
  • Trash post
    Move post to trash in WordPress
  • Update category
    Update category in WordPress
  • Update comment
    Update comment moderation status in WordPress
  • Update media metadata
    Update media metadata in WordPress
  • Update page
    Update page in WordPress
  • Update post
    Update post in WordPress
  • Update tag
    Update tag in WordPress

    • Any other action you can think up

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