Sanctuary Wealth Advisor and Zoho PDF Editor integration | Workato

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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

Zoho PDF Editor

Check PDF Job Status
Retrieves the current status of an asynchronous Zoho PDF Editor job. Returns the status ("inprogress", "success", or "failed") and, on success, a download URL for the result file.
Delete Pages from PDF
Permanently removes the specified pages from a PDF. Supports individual pages and ranges.
Extract Pages from PDF
Extracts selected pages from a PDF and returns them as a single PDF or individual files in PDF, JPEG, or PNG format.
Insert Image Watermark into PDF
Adds an image watermark (PNG/JPEG) to all pages of a PDF with configurable opacity, width, and height.
Insert Images in PDF
Inserts up to 10 images (PNG/JPEG) into a PDF document at specified positions and page ranges. Returns a download URL for the modified PDF.
Insert Page Numbers into PDF
Inserts page numbers (and optionally dates or custom text) into the header or footer of a PDF. Supports font customization and multiple numbering styles.
Insert Pages from Another PDF
Inserts all pages from a source PDF into an original PDF before or after a specified page number. Returns a download URL for the combined PDF.
Insert Text Watermark into PDF
Overlays a text watermark (e.g., "Confidential", "Draft") onto all pages of a PDF. Supports font color, family, size, and rotation direction.
Protect PDF with Password
Applies password protection and/or permission restrictions to a PDF. Supports AES128, AES256, and RC4128 encryption. Can also update an already protected PDF by providing its current password.
Replace Pages in PDF
Replaces a specified page range in the original PDF with pages from a replacement PDF. Page count in both ranges must match.
Rotate Pages in PDF
Rotates selected pages (or all pages) in a PDF clockwise or counter-clockwise by 90, 180, 270, or 360 degrees.
Split PDF
Splits a PDF into equal-sized chunks. For example, splitting a 10-page PDF with split_by=2 produces 5 separate 2-page PDF documents.

Any other action you can think up

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