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Customize your Tableau and Zendesk Sell integration with the following
triggers and actions.
Triggers
When this happens…
Zendesk Sell
- New recordNew record in Zendesk Sell
- New/updated recordNew or updated record in Zendesk Sell
Any other trigger you can think up
Actions
Do this…
Tableau
- Custom actionCustom action in Tableau (Custom)
- Download viewDownload view in Tableau
- List extract refresh tasksList extract refresh tasks in Tableau
- Refresh workbookRefresh specified workbook in Tableau
- Run extract refresh taskRun an extract refresh task in Tableau
- Search viewsSearch views in Tableau
- Search workbooksSearch workbooks in Tableau
Any other action you can think up
Zendesk Sell
- Custom actionCustom action in (Custom)
- Create recordCreate record in Zendesk Sell
- Delete recordDelete record in Zendesk Sell
- Get record by IDGet record by ID in Zendesk Sell
- Search recordsSearch records in Zendesk Sell
- Update recordUpdate record in Zendesk Sell
- Upsert recordUpsert record in Zendesk Sell
Any other action you can think up
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