Integration
Connect Tableau and Zipzign
When New Data Source fires in Tableau, your agent runs Add document in Zipzign, or New document created in Zipzign to Run Extract Refresh Task in Tableau. 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 Tableau and Zipzign 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 Tableau and Zipzign can do together
From Tableau to Zipzign
When New Data Source in Tableau
then Add document in Zipzign
When New Job in Tableau
then Update document in Zipzign
From Zipzign to Tableau
When New document created in Zipzign
then Run Extract Refresh Task in Tableau
When Document signed in Zipzign
then Add User to Site in Tableau
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 Tableau and Zipzign
Triggers and actions 8 triggers · 24 actions
Trigger
List extract refresh tasksTriggers when a new scheduled extract refresh task is added to your Tableau site.
Trigger
New Data SourceTriggers when a new data source is published to your Tableau site.
Trigger
New JobTriggers when a new background job (such as an extract refresh) matching your filter appears on your Tableau site.
Trigger
New ProjectTriggers when a new project is created on your Tableau site.
Trigger
New UserTriggers when a new user is added to your Tableau site.
Trigger
New WorkbookTriggers when a new workbook is published to your Tableau site.
Action
Add User to SiteAdds a user to your Tableau site with the given site role.
Action
Create ProjectCreates a project on your Tableau site, optionally nested under a parent project.
Action
Create Workbook RefreshStarts an extract refresh for a workbook and returns the refresh job.
Action
Delete Data SourceDeletes a published data source from your Tableau site.
Action
Delete ProjectDeletes a project and the content inside it from your Tableau site.
Action
Delete WorkbookDeletes a workbook from your Tableau site.
Action
Find ViewFinds a view (sheet or dashboard) on your Tableau site by its exact name.
Action
Find WorkbookFinds a workbook on your Tableau site by its exact name.
Action
Get Data SourceReturns one published data source's details.
Action
Get JobReturns the status and progress of a background job such as an extract refresh.
Action
Get UserReturns one user on your Tableau site, including their site role and last sign-in.
Action
Get WorkbookReturns one workbook's details, including its project, owner and link.
Action
Refresh Data SourceStarts an extract refresh for a data source and returns the refresh job.
Action
Remove User from SiteRemoves a user from your Tableau site.
Action
Run Extract Refresh TaskRuns a scheduled extract refresh task immediately and returns the started job.
Action
Update ProjectUpdates a project's name, description or parent project.
Action
Update UserUpdates a site user's display name, email or site role.
Action
Update WorkbookUpdates a workbook's name, description, project or owner.
Trigger
Document signedFires when every signer on a ZipZign signable document has signed (the document.signed webhook event). Other ZipZign events delivered to the same endpoint are ignored.
Trigger
New document createdFires when a document is created; delivered via the document.created webhook event.
Action
Add documentCreate a new document (readable, signable, or payable)
Action
Delete documentMarks a ZipZign document as deleted. Recipients then see a "no longer available" page. Documents that have been paid or signed cannot be deleted.
Action
Get documentFetches a document by ID, including its status, PDF link, signers, payment details and metadata. An error occurs if the document is not found.
Action
Submit signatureSubmits a signer's signature for a signable document using the signer's token from their signing link.
Action
Update documentReplaces a document's content (HTML, template or PDF) and resets it to its active status, or renames it when only a name is given.
Action
Verify integrityChecks whether a signed document has been tampered with by comparing its current SHA-256 hash to the one recorded at signing time.
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
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Questions
Tableau and Zipzign, answered
What can start an automation from Tableau?
Any of Tableau's 6 triggers in the catalog, including New Data Source, New Job, New Project and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zipzign when something happens in Tableau?
Any of Zipzign's 6 actions, including Update document, Add document, Get document and Submit signature. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zipzign to Tableau?
Yes. When something happens in Zipzign, your agent can act in Tableau too. This page covers both directions: Zipzign's triggers and Tableau's actions are listed here as well.
Do I have to build a connector for Tableau or Zipzign?
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 Tableau and Zipzign 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.