Tableau and Salesflare

How to connect Tableau

Via Zapier — 14 operations available. Set it up ↗
Via Make — 28 modules available. Set it up ↗

About Tableau

Tableau is a data visualization and business intelligence platform that enables users to transform raw data into interactive visual reports and dashboards.

Tableau operations on Zapier

Triggers (9)

Start a workflow when this happens

Datasource Event — Triggers when an event occurs for a datasource. Supports created, updated and deleted datasource events.
Datasource Refresh Event — Triggers when an event occurs for a datasource refresh. Supports started, succeeded and failed datasource refresh events.
Deleted Workbook View — Triggers when a workbook view is deleted.
Label Event — Triggers when an event occurs for a label. Supports created, updated and deleted label.
List extract refresh tasks — Lists Extract Refresh Tasks.

Show 4 more triggers

New Job — Triggers when a job matches the specified criteria.
User Deleted — Triggers when an user is deleted.
Workbook Event — Triggers when an event occurs for a workbook. Supports created, updated and deleted label.
Workbook Refresh Event — Triggers when an event occurs for a workbook refresh. Supports started, succeeded and failed datasource refresh events.

Actions (3)

Things Salesflare can make it do

Create Workbook Refresh — Creates a new workbook refresh job.
Download View — Download a view from a workbook in the specifed format. Available formats (CSV, Image, PDF).
Run Extract Refresh Task — Run a extract refresh task.

Searches (2)

Look up existing records

Find View — Finds a View Based on ID or Name.
Find Workbook — Finds a workbook based on name or id.

Tableau operations on Make

Triggers (8)

Start a workflow when this happens

Watch Data Source Deleted — Triggers when a data source has been deleted.
Watch Data Source Refresh Failed — Triggers when a data source refresh has failed.
Watch Data Source Refresh Started — Triggers when a data source refresh has started.
Watch Data Source Refresh Succeeded — Triggers when a data source refresh has finished successfully.
Watch Data Source Updated — Triggers when a data source has been updated.

Show 3 more triggers

Watch Data Sources — Triggers when a new data source is created.
Watch New Data Source — Triggers when a new data source has been created.
Watch Projects — Triggers when a new project is created.

Actions (16)

Things Salesflare can make it do

Add a Tag to a Data Source — Adds a tag to the specified data source.
Create a Project — Creates a project on the specified site.
Create a User — Adds a user and assigns the user to the specified site.
Delete a Data Source — Deletes the specified data source from a site.
Delete a Project — Deletes the specified project on a specific site. When a project is deleted, all of its assets are also deleted.

Show 11 more actions

Delete a Tag from a Data Source — Deletes a tag from the specified data source.
Delete a User — Removes a user from the specified site. If a user still owns content (assets) on Tableau Server, the user cannot be deleted unless the ownership is reassigned first.
Delete an Extract Refresh Task — Deletes an extract refresh task.
Download a Data Source — Downloads a data source in .tdsx format.
Get a Data Source — Returns information about the specified data source.
Get a User — Returns information about the specified user.
Get an Extract Refresh Task — Returns information about the specified extract refresh task.
Make an API Call — Performs an arbitrary authorized API call.
Update a Data Source — Updates the owner, project or certification status of the specified data source.
Update a Project — Updates the name, description, or project hierarchy of the specified project.
Update a User — Modifies information about the specified user.

Searches (4)

Look up existing records

List Extract Refresh Tasks — Returns a list of extract refresh tasks for the site.
Search Data Sources — Searches for published data sources on the specified site or lists them all.
Search Projects — Searches for projects on the specified site or lists them all.
Search Users — Searches for users associated with the specified site or lists them all.