Integrating Bexio with Tableau by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Bexio and Tableau

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About Bexio

Bexio is a cloud-based business software that gives you everything you need to run your small business effectively. It helps you send out reminders, manage your contacts and customer relationships, pay invoices, do bank reconciliations, and run your bookkeeping.

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.

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Connect Bexio + Tableau in easier way

It's easy to connect Bexio + Tableau 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.

  • New View

    Triggers when a new view created.

  • New Workbook

    Triggers when a new workbook created.

  • Updated Data Source

    Triggers when an existing data source is updated

  • Updated View

    Triggers when an existing view is updated in a workbook.

  • Updated Workbook

    Triggers when an existing workbook is updated.

  • Actions
  • Create QR payment

    Create a payment

  • Create a Sales Invoice

    Create a product based sales invoice.

  • Send Sales Invoice

    Send a Sales-Invoice to an E-Mail address.

  • Create Data Source

    Creates a new data source in tableau.

  • Create Workbook

    Creates a new workbook in tableau.

  • Update Data Source

    Updates an existing data source in tableau.

  • Update Workbook

    Update an existing workbook in tableau.

How Bexio & Tableau Integrations Work

  1. Step 1: Choose Bexio as a trigger app and authenticate it on Appy Pie Automate.

    (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 Bexio to Tableau.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 10:44 pm
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