Do everything in one place
Customize your Pandadoc and Tableau integration with the following
triggers and actions.
Triggers
When this happens…
Pandadoc
- New event Real-timeNew event in Pandadoc
Any other trigger you can think up
Actions
Do this…
Pandadoc
- Create recordCreate record in Pandadoc
- Custom actionCustom action in Pandadoc
- Delete recordDelete record in Pandadoc
- Download documentDownload document in Pandadoc
- Get recordGet record in Pandadoc
- Search recordsSearch records in Pandadoc
- Send documentSend Document in Pandadoc
- Update recordUpdate record in Pandadoc
Any other action you can think up
Tableau
- Custom actionCustom action in Tableau (Custom)
- Download viewDownload view in Tableau
- List extract refresh tasksList extract refresh tasks in Tableau
- Refresh workbookRefresh specified workbook in Tableau
- Run extract refresh taskRun an extract refresh task in Tableau
- Search viewsSearch views in Tableau
- Search workbooksSearch workbooks in Tableau
Any other action you can think up
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