Sanctuary Wealth Advisor and Zoho Projects integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Zoho Projects. 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…

Zoho Projects
  • Custom HTTP Poll
    Poll any Zoho Projects API endpoint for changes
  • New project
    Triggers when a new project is created
  • New task
    Triggers when a new task is created
  • New time log
    Triggers when a new time log is created

    • 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

Zoho Projects
  • Create project
    Create a new project in Zoho Projects
  • Create task
    Create a new task in a project
  • Create Time Log
    Create a new time log entry
  • Custom DELETE Request
    Make a custom DELETE request to any Zoho Projects API endpoint
  • Custom GET Request
    Make a custom GET request to any Zoho Projects API endpoint
  • Custom POST Request
    Make a custom POST request to any Zoho Projects API endpoint
  • Custom PUT Request
    Make a custom PUT request to update data via any Zoho Projects API endpoint
  • Delete Time Log
    Delete a time log entry
  • Generic API Call
    Make any HTTP request (GET, POST, PUT, DELETE) to Zoho Projects API
  • Get portal details
    Retrieve detailed information about a Zoho Projects portal
  • Get Time Log Reports
    Generate time log reports with filtering and grouping options
  • Get Time Logs
    Retrieve time logs from a project or portal
  • Update Time Log
    Update an existing time log entry

    • Any other action you can think up

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