Integrate Tableau with Paymo

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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.

About Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

Want to explore Tableau + Paymo quick connects for faster integration? Here’s our list of the best Tableau + Paymo quick connects.

Explore quick connects
Connect Tableau + Paymo in easier way

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

  • Triggers
  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

  • Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

How Tableau & Paymo Integrations Work

  1. Step 1: Choose Tableau as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Paymo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Tableau to Paymo.

    (2 minutes)

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

Integration of Tableau and Paymo


Tableau is a business intelligence and data visualization top. It uses the drag and drop user interface and in-memory analytics to help people analyze and visualize data. It gives managers and other decision makers the ability to see and understand their data, so they can make better decisions. Anybody can use it. You don’t need to be an expert to use it. It reduces the time employees spend analyzing data.


Paymo is a cloud-based project management software. It has features such as task management, reporting, resource management, team cplaboration, etc. It uses the drag and drop user interface to make reporting easier for users.

Integration of Tableau and Paymo

Integration of Tableau and Paymo allows users to more easily report on key metrics in Paymo. Users can connect their projects to Tableau workbooks directly from Paymo, without having to export data from Paymo. They can then create dashboards that are automatically populated with key metrics or visually analyze project performance using charts designed specifically for that purpose. When users are ready, they can publish the data to a dashboard so everyone can see the information across all of their projects. This integration helps people get answers quickly while making it easier for them to find project insights on the go.

Benefits of Integration of Tableau and Paymo

Integration of Tableau and Paymo allows users to have a clear understanding of their company’s goals through real-time visibility into goals. It provides transparency on progress towards goals on any given day. It allows users to see how tasks are being completed, how resources are being used, what parts are moving forward faster than others, etc. It also allows users to have easy access to past data in order to figure out what happened when things didn’t go according to plan. This allows users to make changes in the future when needed. It also gives users the ability to track progress toward goals at any time by looking at key performance indicators (KPIs. within Paymo. When users are not actively working on a project, they can pull up dashboards or reports showing key metrics that matter most to them. They can then open the reports in Tableau and analyze the data with charts, pivot tables, etc. It is important to note that Paymo allows users to track over 30 different KPIs in real-time. This means they will know if they are meeting targets every day without having to wait for a report or email. If they find out they are not meeting their goals, they can change course in real-time in order to avoid potentially disastrous consequences.

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

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm