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

Triggers

When this happens…

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry
  • Any other trigger you can think up

Actions

Do this…

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry
  • 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 eTapestry and Tableau integrations

Pre-built eTapestry and Tableau Automations

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