Do everything in one place

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


When this happens…

  • Object created
    Object created in ServiceMax
  • Daily object review
    Daily Object review in ServiceMax
  • Object created/updated
    Object created/updated in ServiceMax
  • Any other trigger you can think up


Do this…

  • Custom action
    Custom action in ServiceMax (Custom)
  • Create object
    Create object in ServiceMax
  • Get related objects
    Get related object list in ServiceMax
  • Search objects
    Search for objects in ServiceMax
  • Update object
    Update object in ServiceMax
  • Any other action you can think up

  • 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 ServiceMax and Tableau integrations

Pre-built ServiceMax and Tableau Automations

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