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Tableau currently provides 9 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Workbook Event
Triggers when a workbook event occurs (created, updated, or deleted)
Workbook Refresh Event
Triggers when a workbook refresh event occurs (started, succeeded, or failed)
Datasource Event
Triggers when a datasource event occurs (created, updated, or deleted)
Datasource Refresh Event
Triggers when a datasource refresh event occurs (started, succeeded, or failed)
User Deleted
Triggers when a user is deleted
View Deleted
Triggers when a workbook view is deleted
Label Event
Triggers when a label event occurs (created, updated, or deleted)
New Job
Triggers when a job matches the specified criteria
List Extract Refresh Tasks
Lists extract refresh tasks for the site
Download View
Download a view from a workbook in the specified format
Run Extract Refresh Task
Runs the specified extract refresh task and returns job information
Refresh Workbook
Refreshes the specified workbook immediately
Find View
Finds a view based on name (URL name)
Find Workbook
Finds a workbook based on ID or content URL
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 Tableau event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
Workbook Event
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Tableau 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
Download View
Combine Tableau with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
Workbook Event
Finishes with
Download View, then preserve the outcome in Coherence
The exact authentication fields depend on Tableau. The workflow structure stays straightforward:
Authorize the Tableau 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 Tableau or provide a complementary trigger or action.
Tableau currently provides 9 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Tableau currently lists 9 triggers and 5 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 Tableau 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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