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Customize your Clarizen One and Tableau integration with the following triggers and actions.

Triggers

When this happens…

Clarizen One
  • New record
    New record in Clarizen
  • New/updated record
    New/updated record in Clarizen
  • Any other trigger you can think up

Actions

Do this…

Clarizen One
  • Create record
    Create record in Clarizen
  • Custom action
    Custom action in Clarizen
  • Get record details
    Get details of specific record by Entity ID in Clarizen
  • Search records
    Search records in Clarizen
  • Update record
    Update record by Entity ID in Clarizen
  • Any other action you can think up

Tableau
  • Custom action
    Custom action in Tableau
  • Download view image
    Download view image in Tableau
  • List extract refresh tasks
    List extract refresh tasks in Tableau
  • Run extract refresh task
    Run an extract refresh task in Tableau
  • Search views
    Search views in Tableau
  • Any other action you can think up

Let us tailor your Clarizen One and Tableau integrations

Pre-built Clarizen One and Tableau Automations

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