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Tableau + WHMCS Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate Tableau + WHMCS

  • Tableau WHMCS

    Tableau + WHMCS

    Create Client to whmcs from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    WHMCS Create Client
  • Tableau WHMCS

    Tableau + WHMCS

    Create Invoice to whmcs from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    WHMCS Create Invoice
  • Tableau WHMCS

    Tableau + WHMCS

    Create Ticket to whmcs from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    WHMCS Create Ticket
  • Tableau WHMCS

    Tableau + WHMCS

    Create Client to whmcs from New Project in Tableau Read More...
    Close
    When this happens...
    Tableau New Project
     
    Then do this...
    WHMCS Create Client
  • Tableau WHMCS

    Tableau + WHMCS

    Create Invoice to whmcs from New Project in Tableau Read More...
    Close
    When this happens...
    Tableau New Project
     
    Then do this...
    WHMCS Create Invoice
  • Tableau {{item.actionAppName}}

    Tableau + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Tableau + WHMCS in easier way

It's easy to connect Tableau + WHMCS 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 whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How Tableau & WHMCS 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 WHMCS 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 WHMCS.

    (2 minutes)

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

Integration of Tableau and WHMCS

This article will cover the topic of Tableau and WHMCS integration.

Integration of Tableau and WHMCS

Tableau is a business intelligence top that captures data from the different sources and the stores created by it are very interactive and viewable. It also offers a user friendly interface for creating dashboards. Dashboard creation is easy as the user has no need to have any programming skills or technical knowledge. The users can create a dashboard with a few clicks of a mouse using a drag-and-drop interface. At the same time, the dashboards created in Tableau can be embedded into a web page or can be shared within a company or organization. It also allows one to present the data in many different ways such as maps, charts, and tables. (Wikipedia, 2017)

WHMCS is an open source billing software that provides a platform which enables hosting companies to manage their clients and their billing, creating accounts, subscription management and much more. It has an easy user interface and can integrate with many third party servers and programs. (WHMCS, 2017)

WHMCS and Tableau can be integrated to provide an exceptional experience for the users. With this integration, the user will be able to see his accounts and also create alerts for them. This will assist him in managing his accounts more efficiently. Apart from this, he will be able to analyze his sales and other related information through the dashboard created through Tableau. This will help him analyze the performance of his business easily. The dashboard can be used by him to find out new opportunities and also find out how he will benefit from them. The dashboard can also be shared with the team members and it can be used by all of them to analyze and report on the overall performance of the company. This helps create more transparency and accountability in the company and it also helps improve teamwork and cooperation within the team.

Benefits of Integration of Tableau and WHMCS

The benefits of integrating Tableau and WHMCS are given below:

  • Improved communication between the users in an organization. The communication between users in an organization will improve due to the availability of dashboards which can be used by all of them. The dashboards will be available to all the users at all times. This will improve communication between all of them. The different teams can communicate with each other using this communication channel which will help increase productivity among the employees in an organization.
  • Increase in efficiency among the users in an organization. The dashboards created through Tableau are very interactive and viewable which makes it easy for the users to extract the information they need to do their job efficiently. They are also able to see their work in progress in real time which gives them an opportunity to know exactly where they stand with respect to their goals. They are also able to check whether they are meeting their deadlines or not which helps improve their productivity.
  • Increased awareness among the users in an organization. The dashboards are also used to create alerts for events or processes or applications that are taking place in an organization. This helps increase awareness among all the users in an organization about what is happening within their organization at any point of time. It also helps them know what needs to be done at any point of time during different stages of any project or process.
  • Improvements in coordination among different departments in an organization. The dashboards help improve coordination among different departments in an organization by providing up-to-date information about what is happening within an organization at any point of time. The users can use these dashboards to inform others about any changes that occur during the course of the project so that it does not affect other departments later on. By doing so, they are able to plan better for any event or project since they have access to information about everything happening within an organization at any point of time. They are also able to get all the information they need regarding any issue that arises during an event or process which helps them coordinate better with each other throughout the project or event or process that is taking place in an organization.
  • Activities within an organization can be planned easily by planning carefully based on the information provided through the dashboard by Tableau. This leads to improved productivity among employees since they can plan their activities accordingly without any delays or problems occurring during the course of the project or event taking place within their organization. This leads to less wastage of resources within an organization since there is no confusion or miscommunication among its employees during the course of a project or event taking place within an organization because all of them have access to a common communication channel through which they can share information with each other easily and quickly when needed.

In conclusion, it can be said that integration of Tableau and WHMCS is beneficial for all organizations due to increased communication, increased efficiency among employees, increased awareness among employees about what is happening within their organization at any point of time, improvements in coordination among different departments within an organization, increased productivity among employees due to planned activities, reduced wastage of resources within an organization due to better coordination among its employees during various events or projects taking place within its organization and increased overall productivity which will result in better profitability for a company over a period of time if it is implemented properly in a company.

The process to integrate Tableau and WHMCS 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.