Sanctuary Wealth Advisor and RecipeOps by Workato integration | Workato

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Triggers

When this happens…

RecipeOps by Workato

Usage threshold reached Real-time
Triggers when usage thresholds are reached in 10% intervals
Deployment failed Real-time
Deployment failed
Deployment complete Real-time
Deployment completed
Deployment approved Real-time
Deployment approved
Deployment rejected Real-time
Deployment rejected
Deployment re-opened for review Real-time
Deployment re-opened for review
New deployment submitted for review Real-time
New deployment submitted for review
API request timeout Real-time
API request exceeded timeout limit
API concurrency threshold exceeded Real-time
API concurrency threshold exceeded in workspace
API policy quota violations Real-time
This trigger monitors API usage for the workspace. Triggers when a client exceeds policy usage quotas.
API policy rate limit violations Real-time
This trigger monitors API usage for the workspace. Triggers when a client exceeds policy rate limits.
On-prem agent disconnected Real-time
On-prem agent disconnected
Job failed Real-time
Receive notification when a job fails in specified recipes
Member invitation accepted Real-time
Receive notification when an invitation is accepted
Package deployed Real-time
Receive notification when a package is deployed
Recipe started Real-time
Receive notification when a recipe is started
Recipe stopped by user Real-time
Receive notification when a recipe is stopped by a user
Account connected Real-time
Receive notification when an app is connected
Account disconnected Real-time
Receive notification when an app is disconnected
Account credentials refresh failed Real-time
Receive notification when an App fails to refresh its access credentials
Recipe stopped by Workato Real-time
Receive notification when a recipe is stopped due to errors

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

RecipeOps by Workato

Get recipe details
Get recipe details of specified recipe
Search job history Batch
Search job history of specified recipe
Rerun jobs Batch
Rerun specified jobs
List connections Batch
List connections
List recipes Batch
List all recipes
Search recipes Batch
Search recipes
Start recipe
Start an inactive recipe
Stop recipe
Stop an active recipe
Get account details
Get account details

Any other action you can think up

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