Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Workday REST
- New workerNew worker in Workday
Any other trigger you can think up
Actions
Do this…
Sanctuary Wealth Advisor
- Get Account Asset ValuesHoldings for one account, with a cash subtotal
- Get Account TransactionsTransactions in a date range, with a withdrawal subtotal
- Get Account ValueMarket value for one account, current or as of a date
- Get Benchmark & Risk ProfileHousehold risk and benchmark figures. Response shape unverified
- Get Beneficiaries (by Rep)Beneficiaries for a rep, filtered to account IDs
- Get Client DetailOne client record. Verbose adds portfolio and household members
- Get Client RegistrationsRegistrations for one client
- Get Household Portfolio CardsHousehold performance cards. Response shape unverified
- Get Performance & Allocation SummaryHousehold performance and allocation. Response shape unverified
- Get RMD (by Rep)RMD figures for a rep, filtered to account IDs
- Get Signed In UserAdvisor 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 ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule names and types. Rates are free text - never parse them
- List ClientsClients from the plain route. Use the Grid view if this 404s
- List Clients (Grid View)Client list. The reliable one - start here
- List Portfolio AssetsHoldings for a set of account IDs
- List RegistrationsRegistration reference list. Fetch once at build time
- List Transaction TypesTransaction 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
Workday REST
- Custom actionCustom action in Workday REST (Custom)
- Cancel business process eventCancel business process event in Workday
- Create a job changeCreate job change for a worker in Workday
- Get absence balancesGet absence balances in Workday
- Get business process eventsGet business process events in Workday
- Get business process typesGet business process types in Workday
- Get direct reportsGet direct reports of a worker in Workday
- Get eligible absence typesGet eligible absence types in Workday
- Get event in-progress stepsGet in-progress steps for a business process event in Workday
- Get inbox task(s) BatchGet inbox task(s) in Workday
- Get worker (Staffing)Get worker from Staffing in Workday
- Get supervisory organization by IDGet supervisory organization in Workday
- Get time off detailsGet time off details in Workday
- Get time off entryGet time off entry in Workday
- Get time off requestGet time off request in Workday
- Get time off status valuesGet time off status values in Workday
- Get valid time off datesGet valid time off dates in Workday
- Get worker by IDGet worker in Workday
- Get worker service datesGet service dates for a worker in Workday
- List time off entriesList time off entries in Workday
- Request time offCreate time off request in Workday
- Search workers BatchSearch workers in Workday
- Approve/reject an inbox taskApprove/reject inbox task in Workday
Any other action you can think up
One platform
Power
Agility
Speed
Innovation