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Customize your Ephesoft Transact and Tableau integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Ephesoft Transact
  • Get batch instance status
    Get batch instance status in Ephesoft transact
  • Upload batch
    Upload batch in Ephesoft transact
  • 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 Ephesoft Transact and Tableau integrations

Pre-built Ephesoft Transact and Tableau Automations

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