GitHub and Sanctuary Wealth Advisor との統合と自動化

GitHub and Sanctuary Wealth Advisor を他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

GitHub
  • Closed issue
    Closed issues in Github
  • New issue
    New issue in Github
  • New or updated issue Real-time
    New or updated issues in GitHub
  • New or updated milestone Real-time
    New or updated milestone in GitHub
  • New or updated pull request Real-time
    New or updated pull request in GitHub
  • New PR
    New PR in Github
  • New updated issue comment Real-time
    New/updated issue comment in GitHub

    • Any other trigger you can think up

Actions

Do this…

GitHub
  • Custom action
    Custom action in GitHub (Custom)
  • Create comment in an issue
    Create comment in an issue in GitHub
  • Create issue
    Create issue in Github
  • Get issue or PR details
    Get issue or PR details in GitHub
  • List statuses for a ref Batch
    List statuses for a Ref in GitHub
  • Search issues/pull requests Batch
    Search issues/pull requests in Github
  • Update issue
    Update issue in Github

    • Any other action you can think up

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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新