Connect fyi and Tableau to Build Intelligent Automations

Choose a Trigger

fyi

When this happens...

Choose an Action

Tableau

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between fyi and Tableau?

To start, connect both your fyi and Tableau accounts to viaSocket. Once connected, you can set up a workflow where an event in fyi triggers actions in Tableau (or vice versa).

Can we customize how data from fyi is recorded in Tableau?

Absolutely. You can customize how fyi data is recorded in Tableau. This includes choosing which data fields go into which fields of Tableau, setting up custom formats, and filtering out unwanted information.

How often does the data sync between fyi and Tableau?

The data sync between fyi and Tableau typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from fyi to Tableau?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between fyi and Tableau?

Yes, you can set conditional logic to control the flow of data between fyi and Tableau. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

fyi

About fyi

FYI is a document management service for professionals

Learn More
Tableau

About Tableau

Tableau is a leading data visualization and business intelligence tool that helps users transform raw data into interactive and shareable dashboards. It enables organizations to make data-driven decisions by providing insights through visual analytics.

Learn More