Sanctuary Wealth Advisor and Xemplo integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Xemplo. 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Xemplo
  • New or updated record Real-time
    Select an event.

    • 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

Xemplo
  • Custom action
    Custom action in Xemplo (Custom)
  • Create assignment
    Create assignment in Xemplo
  • Create company
    Create company in Xemplo
  • Create company user
    Create company user in Xemplo
  • Create engagement
    Create engagement in Xemplo
  • Create onboarding
    Create onboarding in Xemplo
  • Create timesheet
    Create timesheet in Xemplo
  • Get assignment
    Gets an assignment in Xemplo by unique ID
  • Get company
    Gets a company in Xemplo by unique ID
  • Get company user
    Get a company user in Xemplo
  • Search company users
    Search company users in Xemplo
  • Get course enrolment
    Gets a course enrolment in Xemplo by course enrolment ID
  • Get credential
    Gets an active credential in Xemplo by unique ID
  • Get engagement
    Gets an existing engagement in Xemplo by unique id
  • Get invoice
    Gets an existing invoice in Xemplo by unique id
  • Get invoice pdf
    Gets an invoice pdf
  • Get RCTI
    Gets an existing RCTI in Xemplo by unique ID
  • Get work right
    Gets a work right in Xemplo by unique ID
  • Get worker
    Gets a worker in Xemplo by unique worker ID
  • Get worker course enrolments
    Gets a list of course enrolments related to a worker in Xemplo
  • Get worker credentials
    Gets the list of active credentials for specified worker ID in Xemplo
  • Get worker work rights
    Gets a list of work rights for a specified worker by unique worker ID in Xemplo
  • Register assignment rate change
    Register assignment rate change
  • Search assignments
    Search assignments in Xemplo
  • Search companies
    Search companies in Xemplo
  • Search credentials
    Search credentials in Xemplo
  • Search engagements
    Search engagements in Xemplo
  • Search invoices
    Search invoices in Xemplo
  • Search positions
    Search positions in Xemplo
  • Search rate templates
    Search rate templates
  • Search RCTIs
    Searches RCTIs in Xemplo
  • Search workers
    Searches workers in Xemplo
  • Search workflows
    Search workflows in Xemplo
  • Update assignment
    Updates assignment in Xemplo
  • Update company
    Update company in Xemplo
  • Update worker credential
    Update worker credential in Xemplo
  • Update invoice
    Update invoice in Xemplo
  • Update RCTI
    Update RCTI in Xemplo
  • Update worker
    Update worker in Xemplo
  • Upload back page of worker's credential
    Upload back page of worker's credential in Xemplo
  • Upload front page of worker's credential
    Upload front page of worker's credential in Xemplo

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation