Sanctuary Wealth Advisor and ZOHO Recruit integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and ZOHO Recruit. 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 Recruit
  • Custom HTTP Poll
    Poll any Zoho Recruit API endpoint for changes
  • New Application
    Triggers when a new application is submitted
  • New Candidate
    Triggers when a new candidate is created
  • New Job Opening
    Triggers when a new job opening is created
  • Updated Candidate
    Triggers when a candidate is updated

    • 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 Recruit
  • Create Application
    Create a new job application linking a candidate to a job opening
  • Create Candidate
    Create a new candidate in Zoho Recruit
  • Create Client
    Create a new client in Zoho Recruit
  • Create Job Opening
    Create a new job opening in Zoho Recruit
  • Delete Candidate
    Delete a candidate from Zoho Recruit
  • Download Attachment
    Download a specific attachment file from Zoho Recruit
  • Generic API Call
    Make any HTTP request to Zoho Recruit API
  • Get Attachments List
    Get list of attachments for a candidate, job opening, or other module record
  • Get Candidate by ID
    Retrieve a specific candidate by their ID
  • Get Candidates
    Retrieve candidates from Zoho Recruit
  • Get Clients
    Retrieve clients from Zoho Recruit
  • Get Job Opening by ID
    Retrieve a specific job opening by its ID
  • Get Job Openings
    Retrieve job openings from Zoho Recruit
  • Search Records
    Search for records across modules in Zoho Recruit
  • Update Candidate
    Update an existing candidate in Zoho Recruit
  • Upload Attachment
    Upload an attachment to a record in Zoho Recruit

    • Any other action you can think up

One platform

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  • Speed
  • Innovation