Integration
Connect Repsly and Tableau
When New Audit With Items fires in Repsly, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Add user in Repsly. 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 Repsly 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 Repsly and Tableau can do together
From Repsly to Tableau
When New Audit With Items in Repsly
then Run Extract Refresh Task in Tableau
From Tableau to Repsly
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 Repsly and Tableau
Triggers and actions 14 triggers · 29 actions
- New Audit With Items
Triggers when a new retail audit is submitted in Repsly, returning the audit with its client, representative and audited items.
- New client note
Triggers when a representative adds a new note to a client in Repsly.
- New Client With Details
Triggers when a new client is added in Repsly, returning the client's code, name, address, contact details, territory and assigned representative.
- New Form With Details
Triggers when a representative submits a new form in Repsly, returning the form with its client, representative and answers.
- New Order
Triggers when a new order or other sales document is created in Repsly, returning the document with its client, representative, status and line items.
- New photo
Triggers when a new photo is taken in Repsly, returning the photo URL, note, client and representative.
- New Visit Start
Triggers when a representative starts a new client visit in Repsly, returning the visit's client, representative, start time and location.
- New Workday Start
Triggers when a representative starts a new workday in Repsly, returning the workday's start time, mileage and representative.
- Add account
Creates or updates a place account in Repsly by its unique code.
- Add pricelist
Adds a product with its price to an existing Repsly pricelist (or updates it), via an asynchronous import job.
- Add schedule
Creates or updates a visit schedule in Repsly for a client and representative.
- Add user
Creates a user in Repsly, or updates the existing user with the same code.
- Create Client
Creates a client in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.
- Create Product
Creates a product in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.
- Get client
Returns a single client (place) from Repsly by its client code, including address, contact, territory, representatives and custom attributes.
- Get import job status
Returns the status of a Repsly import job, including counts of inserted, updated and invalid rows plus any warnings and errors.
- List pricelists
Returns all pricelists in your Repsly account, with their name, default flag and active status.
- List products
Returns the products in your Repsly account, with their codes, names, prices, barcodes, packaging and custom attributes.
- Update sales document status
Changes the status of a Repsly sales document, such as a purchase order, to another valid status for its document type.
- 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
More from Repsly
Repsly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Repsly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Repsly to StripeStripe is a payment processing platform for online businesses.
Repsly to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Repsly to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Repsly to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Tableau
HubSpot to TableauHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to TableauGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TableauGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TableauGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Repsly and Tableau, answered
What can start an automation from Repsly?
Any of Repsly's 8 triggers in the catalog, including New Audit With Items, New client note, New Client With Details and New Form With Details. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tableau when something happens in Repsly?
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 Repsly?
Yes. When something happens in Tableau, your agent can act in Repsly too. This page covers both directions: Tableau's triggers and Repsly's actions are listed here as well.
Do I have to build a connector for Repsly 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 Repsly 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.