Connect Ortto and Tableau

Both apps 38Ortto 14Tableau 24

• Trigger
  Fields Updated

  Triggers when the specified field(s) of a record have been updated in your Ortto account.

• Trigger
  New Activity Occurred

  Triggers when a new Ortto activity occurs.

• Trigger
  New Record Created

  Triggers when a new record (contact or organization) has been added to your Ortto account.

• Trigger
  Tag Added/Removed

  Triggers when a tag has beed added to, or removed from, a record.

• Action
  Add Custom Field

  Create a new custom field on the person or organization schema in Ortto.

• Action
  Create Record

  Create a new record (person, organization), or update an existing record in your Ortto account.

• Action
  Delete Record

  Archive, restore, or permanently delete a person or organization record in Ortto.

• Action
  Get Record

  Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.

• Action
  List Activities

  Retrieve the activity feed for a given contact in Ortto.

• Action
  Opt Out From SMS

  Opt out a person from all SMS communications.

• Action
  Search or Create Records

  Search your Ortto data for a record based on the provided field or optionally create one if none is found.

• Action
  Tag/Untag Records

  Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.

• Action
  Unsubscribe a Person

  Unsubscribe a person from all emails.

• Action
  Update Audience Subscription

  Subscribe or unsubscribe a person to/from an Ortto audience.

• Trigger
  List extract refresh tasks

  Triggers when a new scheduled extract refresh task is added to your Tableau site.

• Trigger
  New Data Source

  Triggers when a new data source is published to your Tableau site.

• Trigger
  New Job

  Triggers when a new background job (such as an extract refresh) matching your filter appears on your Tableau site.

• Trigger
  New Project

  Triggers when a new project is created on your Tableau site.

• Trigger
  New User

  Triggers when a new user is added to your Tableau site.

• Trigger
  New Workbook

  Triggers when a new workbook is published to your Tableau site.

• Action
  Add User to Site

  Adds a user to your Tableau site with the given site role.

• Action
  Create Project

  Creates a project on your Tableau site, optionally nested under a parent project.

• Action
  Create Workbook Refresh

  Starts an extract refresh for a workbook and returns the refresh job.

• Action
  Delete Data Source

  Deletes a published data source from your Tableau site.

• Action
  Delete Project

  Deletes a project and the content inside it from your Tableau site.

• Action
  Delete Workbook

  Deletes a workbook from your Tableau site.

• Action
  Find View

  Finds a view (sheet or dashboard) on your Tableau site by its exact name.

• Action
  Find Workbook

  Finds a workbook on your Tableau site by its exact name.

• Action
  Get Data Source

  Returns one published data source's details.

• Action
  Get Job

  Returns the status and progress of a background job such as an extract refresh.

• Action
  Get User

  Returns one user on your Tableau site, including their site role and last sign-in.

• Action
  Get Workbook

  Returns one workbook's details, including its project, owner and link.

• Action
  Refresh Data Source

  Starts an extract refresh for a data source and returns the refresh job.

• Action
  Remove User from Site

  Removes a user from your Tableau site.

• Action
  Run Extract Refresh Task

  Runs a scheduled extract refresh task immediately and returns the started job.

• Action
  Update Project

  Updates a project's name, description or parent project.

• Action
  Update User

  Updates a site user's display name, email or site role.

• Action
  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.