Connect SendGrid and Tableau to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SendGrid
Choose an Action
Automatically do this!
- Request a new Action for Tableau
Enable Integrations or automations with these events of SendGrid and Tableau
Enable Integrations or automations with these events of SendGrid and Tableau
Actions
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Add Recipient to SendGrid
Add a Recipient to SendGrid List.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your SendGrid and Tableau accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in Tableau (or vice versa).
Absolutely. You can customize how SendGrid 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 SendGrid 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 SendGrid 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 SendGrid
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
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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