Sanctuary Wealth Advisor and ZEP integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and ZEP. 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…

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

ZEP
  • GET absences
    GET absences in ZEP
  • GET absences ID
    GET absences ID in ZEP
  • GET attendances
    GET attendances in ZEP
  • GET customers
    GET customers in ZEP
  • GET customers customer number
    GET customers customer number in ZEP
  • GET customers customer number contacts
    GET customers customer number contacts in ZEP
  • GET departments
    GET departments in ZEP
  • GET departments ID
    GET departments ID in ZEP
  • GET devices
    GET devices in ZEP
  • GET devices ID
    GET devices ID in ZEP
  • GET employees
    GET employees in ZEP
  • GET employees username
    GET employees username in ZEP
  • GET employees username absences
    GET employees username absences in ZEP
  • GET employees username employment periods
    GET employees username employment periods in ZEP
  • GET employees username employment periods ID
    GET employees username employment periods ID in ZEP
  • GET employees username internal rates
    GET employees username internal rates in ZEP
  • GET employees username internal rates ID
    GET employees username internal rates ID in ZEP
  • GET employees username regular working times
    GET employees username regular working times in ZEP
  • GET employees username regular working times ID
    GET employees username regular working times ID in ZEP
  • GET projects
    GET projects in ZEP
  • GET projects ID
    GET projects ID in ZEP
  • GET projects ID activities
    GET projects ID activities in ZEP
  • GET projects ID employees
    GET projects ID employees in ZEP
  • GET projects ID tasks
    GET projects ID tasks in ZEP
  • GET receipts
    GET receipts in ZEP
  • GET receipts ID
    GET receipts ID in ZEP
  • GET receipts ID amounts
    GET receipts ID amounts in ZEP
  • GET receipts ID amounts amount ID
    GET receipts ID amounts amount ID in ZEP
  • GET receipts ID attachments
    GET receipts ID attachments in ZEP
  • GET tickets
    GET tickets in ZEP
  • GET tickets ID
    GET tickets ID in ZEP
  • GET tickets ID subtasks
    GET tickets ID subtasks in ZEP
  • GET tickets ID subtasks subtask ID
    GET tickets ID subtasks subtask ID in ZEP

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation