Integrating Daylite with Tableau by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Daylite and Tableau
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Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
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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It's easy to connect Daylite + Tableau without coding knowledge. Start creating your own business flow.
- Triggers
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Appointment UpdatedTriggers when a new appointment is updated in Daylite.
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Company Updated
Triggers when a new company is updated in Daylite.
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Form Updated
Triggers when a Daylite form is updated.
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New Appointment
Triggers when a new appointment is created in Daylite.
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New Company
Triggers when a new company is created in Daylite.
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New Form
Triggers when a new form is created in Daylite.
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New Note
Triggers when a new note is created in Daylite.
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New Opportunity
Triggers when a new opportunity is created in Daylite.
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New Person
Triggers when a new person is created in Daylite.
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New Project
Triggers when a new project is created in Daylite.
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New Task
Triggers when a new task is created in Daylite.
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Opportunity Updated
Triggers when a new opportunity is updated in Daylite.
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Person Updated
Triggers when a new person is updated in Daylite.
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Project Updated
Triggers when a new project is updated in Daylite.
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Task Updated
Triggers when a new task is updated in Daylite.
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Updated Note
Triggers when a new note is updated in Daylite.
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New Data SourceTriggers when a new data source occurred.
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New Project
Triggers when a new project occurred.
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New View
Triggers when a new view created.
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New Workbook
Triggers when a new workbook created.
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Updated Data Source
Triggers when an existing data source is updated
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Updated View
Triggers when an existing view is updated in a workbook.
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Updated Workbook
Triggers when an existing workbook is updated.
- Actions
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Create Appointment
Creates a new appointment.
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Create Company
Creates a new company.
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Create Note
Creates a new Note.
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Create Opportunity
Creates a new Opportunity.
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Create Opportunity for Person
Creates a new opportunity associated with a person or company.
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Create Person
Creates a new person and optionally an associated company.
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Create Project
Creates a new Project.
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Create Task
Creates a new task.
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Update Appointment
Modifies an appointment.
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Update Company
Modifies a company
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Update Opportunity
Modifies an opportunity.
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Update Person
Modifies a person.
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Update Project
Modifies a project.
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Update Task
Modifies a task
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Create Data Source
Creates a new data source in tableau.
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Create Workbook
Creates a new workbook in tableau.
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Update Data Source
Updates an existing data source in tableau.
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Update Workbook
Update an existing workbook in tableau.
How Daylite & Tableau Integrations Work
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Step 1: Choose Daylite as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Tableau as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Daylite to Tableau.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.