Integration
Connect Referral Factory and Tableau
When New Due Reward fires in Referral Factory, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Create Lead in Referral Factory. 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 Referral Factory 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Referral Factory and Tableau can do together
From Referral Factory to Tableau
When New Due Reward in Referral Factory
then Run Extract Refresh Task in Tableau
From Tableau to Referral Factory
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 Referral Factory and Tableau
Triggers and actions 10 triggers · 39 actions
- New Due Reward
Triggers when a reward becomes due.
- New Referrer
Triggers when a new referrer joins any campaign.
- New User
Triggers when a new referred lead joins any campaign.
- Reward Issued
Triggers when a reward is issued.
- Add New User
Creates a referrer in a campaign and returns their unique referral link.
- Cancel Due Reward
Cancels a reward that is due.
- Create Lead
Creates a referred lead in a campaign, attributed to the referrer you identify by ID, code or email.
- Delete Lead
Deletes a lead.
- Delete Referrer
Deletes a referrer.
- Get Campaign
Returns one campaign by ID, including its name, status and URL.
- Get goal
Returns a single goal (a milestone a lead can reach in a campaign), optionally with its campaign.
- Get Lead
Returns one referred lead by ID, including its campaign, referrer and qualification date.
- Get Referrer
Returns one referrer by ID, including their referral link.
- Issue Due Reward
Issues a reward that is due.
- List Campaigns
Returns all campaigns in the account.
- List due rewards
Returns all rewards that are currently due across every campaign in your Referral Factory account.
- List Goals
Returns the goals defined across all campaigns.
- List issued rewards
Returns the rewards that have been issued to referrers across all your campaigns.
- List leads
Returns all leads (people invited by your referrers) across your Referral Factory campaigns.
- List referrers
Returns all referrers in your Referral Factory account across every campaign.
- Qualify User With Code
Marks a lead, identified by its referral code, as qualified or unqualified.
- Qualify User With Email
Marks a lead, identified by email within a campaign, as qualified or unqualified.
- Update Lead
Updates a lead's name, email or custom fields.
- Update Lead Goal
Marks a goal as reached or not reached for a lead identified by ID, code, or email plus campaign.
- Update Referrer
Updates a referrer's name, email or custom fields.
- 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
Referral Factory and Tableau, answered
What can start an automation from Referral Factory?
Any of Referral Factory's 4 triggers in the catalog, including New Due Reward, New Referrer, New User and Reward Issued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tableau when something happens in Referral Factory?
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 Referral Factory?
Yes. When something happens in Tableau, your agent can act in Referral Factory too. This page covers both directions: Tableau's triggers and Referral Factory's actions are listed here as well.
Do I have to build a connector for Referral Factory 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 Referral Factory 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.