Sanctuary Wealth Advisor and Zoho People integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Zoho People. 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

Zoho People
  • Apply for leave
    Apply for leave in Zoho people
  • Cancel leave
    Cancel a leave by its record ID. WRITE action - gate behind confirmation.
  • Custom API call
    Use this action to call any Zoho People API endpoint with full flexibility
  • Get all employees
    Get all employees in Zoho people
  • Get attendance records
    Get attendance records in Zoho people
  • Get custom form data
    Get custom form data in Zoho people
  • Get employees
    Get employees in Zoho people
  • Get leave booked and balance report
    Get comprehensive leave report using Zoho People V2 API
  • Get leave records
    Fetch leave records from Zoho People LeaveTracker and return a clean, flat list
  • Get leave types
    Get leave types in Zoho people
  • Submit leave
    Insert a leave request. WRITE action - gate behind confirmation.

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation