Sanctuary Wealth Advisor and Wrike integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Wrike. 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…

Wrike
  • New comment
    New comment in Wrike
  • New event Real-time
    New event in Wrike
  • New/updated folder
    New/updated folder in Wrike
  • New/updated folder Real-time
    New/updated folder in Wrike
  • New/updated project
    New/updated project in Wrike
  • New/updated project Real-time
    New/updated project in Wrike
  • New/updated task
    New/updated task in Wrike
  • New/updated task Real-time
    New/updated task in Wrike
  • New/updated timelog
    New/updated timelog in Wrike

    • 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

Wrike
  • Custom action
    Custom action in Wrike (Custom)
  • Cancel approval
    Cancel approval in Wrike
  • Copy folder
    Copy folder in Wrike
  • Copy project
    Copy project in Wrike
  • Create approval
    Create approval in Wrike
  • Create comment in folder
    Create comment in folder in Wrike
  • Create comment in task
    Create comment in task in Wrike
  • Create database
    Create a database in Wrike
  • Create field
    Create field in a database in Wrike
  • Create folder
    Create folder in Wrike
  • Create from blueprint
    Create folder or task from blueprint in Wrike
  • Create project
    Create project in Wrike
  • Create records
    Create records in a database in Wrike
  • Create task
    Create task in Wrike
  • Create timelog
    Create timelog record for task in Wrike
  • Create work from custom item type
    Create work in Wrike
  • Delete attachment
    Delete attachment in Wrike
  • Delete records
    Delete records in a database in Wrike
  • Download attachment
    Download attachment in Wrike
  • Get approval by ID
    Get approval by ID in Wrike
  • Get attachment metadata Batch
    Get attachment metadata in Wrike
  • Get attachment URL
    Get attachment URL in Wrike
  • Get folder by ID
    Get folder by ID in Wrike
  • Get record ID
    Get record ID in Wrike
  • Get task by ID
    Get task by ID in Wrike
  • List approvals Batch
    List approvals in Wrike
  • List attachments Batch
    List attachments in Wrike
  • List custom fields Batch
    List custom fields in Wrike
  • List users Batch
    List users in Wrike
  • List workflows and statuses Batch
    List workflows and statuses in Wrike
  • Update user
    Update user in Wrike
  • Search approvals Batch
    Search approvals in Wrike
  • Search folders Batch
    Search folders in Wrike
  • Search projects Batch
    Search projects in Wrike
  • Search tasks Batch
    Search task in Wrike
  • Search timelogs Batch
    Search timelogs in Wrike
  • Update approval
    Update approval in Wrike
  • Update attachment
    Update attachment in Wrike
  • Update folder
    Update folder in Wrike
  • Update project
    Update project in Wrike
  • Update records
    Update records in a database in Wrike
  • Update task
    Update task in Wrike
  • Update timelog
    Update timelog record for task in Wrike
  • Upload attachment
    Upload attachment in Wrike

    • Any other action you can think up

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