Bitrix24 CRM + Tableau

Trigger and refresh tasks in Tableau when a smart-process trigger is initiated in Bitrix24 CRM

Boost your efficiency with a seamless connection between Bitrix24 CRM and Tableau. Now, every time a Smart-Process starts inside Bitrix24 CRM, it instantaneously initiates a refresh task in Tableau. This effortless workflow eliminates manual data transfers, enhancing accuracy and speed in your data analysis process. Benefit from a smooth, streamlined relationship between your CRM and data visualization tools.

When this happens...
Smart-Process Trigger
Fires when a smart-process trigger is triggered.
TriggerInstant
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Run Extract Refresh Task
Run a extract refresh task.
ActionWrite

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Supported triggers and actions

- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
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Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
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- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write

- User IDRequired
- MessageRequired
- TypeRequired
Action
Write
- Autoload fields
- ActionRequired
- Entity Type IdRequired
Action
Write
- Task IDRequired
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Entity Type IdRequired
- Select field names to filterRequired
Action
Search
- Event TypeRequired
Trigger
Instant
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Deleted Workbook View
Triggers when a workbook view is deleted.
Trigger
Instant
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List extract refresh tasks
Lists Extract Refresh Tasks.
Trigger
Polling
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- Event TypeRequired
Trigger
Instant
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- View IDRequired
- FormatRequired
Action
Write
- Workbook IDRequired
Action
Write
- Id
- Name
Action
Search

- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
- Entity Type IdRequired
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
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- Author IDRequired
- Blogpost TitleRequired
- MessageRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Task TitleRequired
- Responsible User IDRequired
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Event TypeRequired
Trigger
Instant
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User Deleted
Triggers when an user is deleted.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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- Job Type
- Status
Trigger
Polling
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- Event TypeRequired
Trigger
Instant
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- Extract Refresh TaskRequired
Action
Write
- Search byRequired
Action
Search

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tableau

Tableau is a data visualization and business intelligence platform that enables users to transform raw data into interactive visual reports and dashboards.

Learn more

Related categories

Analytics

Bitrix24 CRM + Tableau

Trigger and refresh tasks in Tableau when a smart-process trigger is initiated in Bitrix24 CRM

Company Trigger

Deal Trigger

Quote Trigger

Task Trigger (Add)

Task Trigger (Update)

Company Action

Deal Action

Create Message

Smart-Process Action

Update Task

Contact Search

Lead Search

Smart-Process Search

Datasource Refresh Event

Deleted Workbook View

List extract refresh tasks

Workbook Event

Download View

Create Workbook Refresh

Find Workbook

Contact Trigger

Lead Trigger

Smart-Process Trigger

Task Trigger (Delete)

Create Blogpost

Contact Action

Lead Action

Quote Action

Create Task

Company Search

Deal Search

Quote Search

Datasource Event

User Deleted

Label Event

New Job

Workbook Refresh Event

Run Extract Refresh Task

Find View

About Bitrix24 CRM

Related categories

Similar apps

Zapier Interfaces

About Tableau

Related categories