Integration
Connect Instantly and Tableau
When New Event fires in Instantly, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Add lead list in Instantly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Instantly and Tableau to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Instantly and Tableau can do together
From Instantly to Tableau
When New Event in Instantly
then Run Extract Refresh Task in Tableau
From Tableau to Instantly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Instantly and Tableau
Triggers and actions 7 triggers · 40 actions
- New Event
Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.
- Activate campaign
Starts a campaign, or resumes a paused one, and returns the updated campaign.
- Add campaign
Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.
- Add lead list
Creates a new lead list in Instantly for storing leads.
- Add Lead to Campaign
Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.
- Add Tags to Campaigns
Assigns one or more custom tags to one or more campaigns.
- Add to Blocklist
Adds an email address or domain to the workspace's blocklist so it no longer receives emails.
- Create a New Tag
Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.
- Delete blocklist entry
Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.
- Delete lead
Permanently deletes a lead from your Instantly workspace and returns the deleted lead.
- Find Lead
Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.
- Get Blocklist Entry
Returns a single block list entry (a blocked email address or domain) by its ID.
- Get campaign
Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.
- Get lead
Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.
- List campaigns
Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.
- List lead lists
Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.
- List leads
Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.
- List Tag Mappings
Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.
- Pause campaign
Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.
- Remove Lead From Campaign
Removes one or more leads from an Instantly campaign, deleting them from that campaign.
- Remove Tags From Campaigns
Removes one or more custom tags from Instantly campaigns.
- Update lead
Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.
- Update Lead Status
Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.
- List extract refresh tasks
Triggers when a new scheduled extract refresh task is added to your Tableau site.
- New Data Source
Triggers when a new data source is published to your Tableau site.
- New Job
Triggers when a new background job (such as an extract refresh) matching your filter appears on your Tableau site.
- New Project
Triggers when a new project is created on your Tableau site.
- New User
Triggers when a new user is added to your Tableau site.
- New Workbook
Triggers when a new workbook is published to your Tableau site.
- Add User to Site
Adds a user to your Tableau site with the given site role.
- Create Project
Creates a project on your Tableau site, optionally nested under a parent project.
- Create Workbook Refresh
Starts an extract refresh for a workbook and returns the refresh job.
- Delete Data Source
Deletes a published data source from your Tableau site.
- Delete Project
Deletes a project and the content inside it from your Tableau site.
- Delete Workbook
Deletes a workbook from your Tableau site.
- Find View
Finds a view (sheet or dashboard) on your Tableau site by its exact name.
- Find Workbook
Finds a workbook on your Tableau site by its exact name.
- Get Data Source
Returns one published data source's details.
- Get Job
Returns the status and progress of a background job such as an extract refresh.
- Get User
Returns one user on your Tableau site, including their site role and last sign-in.
- Get Workbook
Returns one workbook's details, including its project, owner and link.
- Refresh Data Source
Starts an extract refresh for a data source and returns the refresh job.
- Remove User from Site
Removes a user from your Tableau site.
- Run Extract Refresh Task
Runs a scheduled extract refresh task immediately and returns the started job.
- Update Project
Updates a project's name, description or parent project.
- Update User
Updates a site user's display name, email or site role.
- Update Workbook
Updates a workbook's name, description, project or owner.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Instantly and Tableau, answered
What can start an automation from Instantly?
Any of Instantly's 1 trigger in the catalog, including New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tableau when something happens in Instantly?
Any of Tableau's 18 actions, including Create Project, Create Workbook Refresh, Update Project and Update User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tableau to Instantly?
Yes. When something happens in Tableau, your agent can act in Instantly too. This page covers both directions: Tableau's triggers and Instantly's actions are listed here as well.
Do I have to build a connector for Instantly or Tableau?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Instantly and Tableau without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.