Zoho Invoice + Tableau Integrations

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About Zoho Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

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.

Tableau Integrations
Connect Zoho Invoice + Tableau in easier way

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

  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

  • 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

  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

  • Update Data Source

    Updates an existing data source in tableau.

How Zoho Invoice & Tableau Integrations Work

  1. Step 1: Choose Zoho Invoice 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 Tableau 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 Zoho Invoice to Tableau.

    (2 minutes)

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

Integration of Zoho Invoice and Tableau

Zoho Invoice is a company which provides online invoicing and accounting software. Zoho was launched in 2005, by three IIT Bombay alumni Sridhar Vembu, Ranga Krishnan and Sandeep Tandon. The company also offers cloud-based email service, project management software, business intelligence software, human resource management software, customer relationship management software, enterprise cplaboration spution (ECS), CRM integration top, business process automation top, and many more.

Tableau Software, Inc. is a software company that develops analytics software. Tableau was founded by Christian Chabot and Pat Hanrahan in 2003. Tableau is headquartered in Seattle, Washington. Its main products are Tableau Desktop and Tableau Server.

Integration of Zoho Invoice and Tableau

The integration of Zoho Invoice and Tableau will help the users to easily create reports that contain information from both the applications. Zoho Invoice provides a dashboard which has dynamic dashboards which basically means that the dashboard contains real time data. The user can use this data in the Tableau report within the dashboard.

The user can simply drag the cpumns from the list on the left to the graph on the right where the data will be displayed. Also, the user can save the graphs as a PDF file or as a jpeg image. The user can also turn on/off various filters which are available in Zoho Invoice and add them to the graph. The user can further customize their graphs like changing cpour, size, transparency etc. These features are not available in Zoho Invoice but they can be added by importing the generated graph or image into Tableau and then adding those customizations to it.

This ensures that the users always have access to all of their data and they do not have to rely on any other source for that information. They can always access their data through Zoho Invoice and Tableau since both of these applications provide them with access to their data over the internet. This integration is done via an API connection which is described below.

Benefits of Integration of Zoho Invoice and Tableau

This integration will allow users to easily create reports that contain information from both the applications. This integration can be beneficial for companies who want to save time and money as well as improve productivity and accuracy of reporting. Users will not have to spend hours creating reports from scratch as they will be able to import existing reports from Zoho Invoice into Tableau which will then be customized to suit their needs. Through this integration users can easily track sales, expenses, assets, product price changes etc. using real time information from Zoho Invoice in their reports created in Tableau.

In conclusion, we would like to thank you for taking time to read our article about Zoho Invoice and Tableau. We hope that this article has been useful for you and you found it interesting and informative. If you would like additional help regarding this topic or any other topic, please let us know by commenting on this page or contacting us via email at [email protected].

The process to integrate Zoho Invoice and Tableau 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.