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Autotask + Tableau Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and Tableau

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

Tableau Integrations

Best Autotask and Tableau Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
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Connect Autotask + Tableau in easier way

It's easy to connect Autotask + Tableau without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • Update Data Source

    Updates an existing data source in tableau.

How Autotask & Tableau Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Tableau as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Tableau with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and Tableau

The purpose of this paper is to describe the process of integrating Tableau into Autotask to provide a more comprehensive view of client data.

Tableau is a program that allows users to visualize and manipulate data in a multitude of different ways. This software was originally created by the Tableau Software Company. The concept for Tableau was formulated at Stanford University in 1999. Students, Wes McKinney and Pat Hanrahan, worked together to create a visualization tool that would allow users to easily see how data could be manipulated (Whyte, n.d.. The team continued to work on the concept until 2002 when the company was founded with funding of $6 million. The company’s first product was released in 2003, and the rest is history.

Autotask is an online service that provides software and IT services to small businesses. Autotask enables organizations to manage their projects, contacts and invoices as well as automate their business processes. As an online service, Autotask can be accessed from anywhere and at any time (Autotask. Since its inception in 2001, Autotask has risen to become one of the leading providers of software solutions for small businesses.

To integrate Tableau and Autotask, both programs have to be set up to work together. However, there are some challenges associated with integrating these two programs. For example, the Tableau interface cannot be modified because it is presented as a web application. The integration of Autotask and Tableau also required a great deal of time due to the fact that Autotask API needed to be developed. To develop this API, the team had to work with several Autotask staff members. In order for this integration to be successful, Autotask had to make some adjustments to their system in order to accommodate the needs of Tableau users.

    Integration of Autotask and Tableau

In order for the two programs to integrate properly, Autotask needed to change their API. This change allowed users of Tableau to pull information directly from Autotask through the API rather than having to copy and paste data into separate files. The API also allowed users of Tableau to have direct access to additional information such as customer information, notes, and documents. The issue associated with this integration is that it is not intended for large scale use; it is designed for individuals who want to examine their own data or for business owners who want to run reports for their clients. Even so, many people feel that this integration has helped them run their business more effectively and efficiently.

    Benefits of Integration of Autotask and Tableau

There are numerous benefits of integrating these two programs. One of the benefits is that it allows users of Tableau insights into their data that they would not normally have access to. For example, users can now examine trends in their data by pulling information from Autotask and examining it in Tableau. Another benefit is that it allows users of Autotask additional functionality within their program. For example, if a user wants a deeper insight into one of their projects, he or she can use Tableau’s functionality for data analysis in order to gain access to additional information about his or her project. Also, this integration helps reduce the amount of time required in order for someone to complete work tasks because it eliminates redundant steps such as copying data between tables.

The process to integrate Autotask and Tableau may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.