Connect Nutshell and Tableau to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Nutshell
Choose an Action
Automatically do this!
- Request a new Action for Tableau
Enable Integrations or automations with these events of Nutshell and Tableau
Enable Integrations or automations with these events of Nutshell and Tableau
Actions
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Nutshell and Tableau accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Tableau (or vice versa).
Absolutely. You can customize how Nutshell 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.
The data sync between Nutshell and Tableau typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Nutshell 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.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn MoreAbout 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.
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