Generate and automate reports from SeekTable.
SeekTable currently provides 2 triggers that can start a workflow and 2 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
New CSV Cube
Triggers when a new CSV cube is added to your SeekTable account.
New Report
Triggers when a new report is added to your SeekTable account.
Upload CSV File
Uploads a CSV file and creates new or refreshes existing CSV cube.
Share Report by Email
Sends report in email body with optional attachments.
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported SeekTable event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New CSV Cube
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported SeekTable action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Upload CSV File
Combine SeekTable with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
New CSV Cube
Finishes with
Upload CSV File, then preserve the outcome in Coherence
The exact authentication fields depend on SeekTable. The workflow structure stays straightforward:
Authorize the SeekTable account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with SeekTable or provide a complementary trigger or action.
SeekTable currently provides 2 triggers that can start a workflow and 2 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
SeekTable currently lists 2 triggers and 2 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported SeekTable triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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