Do everything in one place

Customize your Copper and Tableau integration with the following triggers and actions.

Triggers

When this happens…

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

Actions

Do this…

Copper
  • Create record
    Create record in Copper
  • Custom action
    Custom action in Copper
  • Delete record
    Delete record in Copper
  • Get record details
    Get details of specific record in Copper
  • Search records
    Search for records in Copper
  • Update record
    Update record in Copper
  • Upsert record
    Upsert record in Copper
  • 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 Copper and Tableau integrations

Pre-built Copper and Tableau Automations

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