ConnectWise PSA
Tableau
Integrate ConnectWise PSA with Tableau within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between ConnectWise PSA and Tableau.
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ConnectWise PSA with Tableau in minutes
Supported Triggers & Actions
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Data Source Added
Triggers when a new data source is added to Tableau.
Trigger
Schedule
Data Source Deleted
Triggers when a data source is deleted in Tableau.
Trigger
Schedule
Data Source Refresh Failed
Triggers when a data source refresh fails in Tableau.
Trigger
Schedule
Data Source Refresh Started
Triggers when a data source refresh starts in Tableau.
Trigger
Schedule
Data Source Updated
Triggers when a data source is updated in Tableau.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add Tag to Data Source
Add a tag to a Tableau data source.
Action
Write
Create Project
Create a new project in Tableau.
Action
Write
Create User
Create a new user in Tableau.
Action
Write
Delete Data Source
Deletes the specified datasource from Tableau.
Action
Write
Delete Data Source Tag
Deletes a specified tag from a data source in Tableau.
Action
Write
Delete Project
Deletes the specified project from Tableau.
Action
Write
Download Data Source
Downloads a data source from Tableau.
Action
Write
Download View
Downloads a view as an Excel crosstab from Tableau.
Action
Write
Get DataSource
Get a specified datasource.
Action
Write
Get User
Get a specified user.
Action
Write
Get View
Get a specified view.
Action
Write
Get Workbook
Get a specified workbook.
Action
Write
List Data Sources
List all data sources in Tableau.
Action
Write
List Projects
List all projects in Tableau.
Action
Write
List Users
List all users in Tableau.
Action
Write
List Views
List all views in Tableau.
Action
Write
Refresh Workbook
Trigger extract refresh for a Tableau workbook.
Action
Write
Update Data Source
Update an existing datasource in Tableau.
Action
Write
Update Project
Update an existing project in Tableau.
Action
Write
Update User
Update an existing user in Tableau.
Action
Write
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Data Source Added
Triggers when a new data source is added to Tableau.
Trigger
Schedule
Data Source Deleted
Triggers when a data source is deleted in Tableau.
Trigger
Schedule
Data Source Refresh Failed
Triggers when a data source refresh fails in Tableau.
Trigger
Schedule
Data Source Refresh Started
Triggers when a data source refresh starts in Tableau.
Trigger
Schedule
Data Source Updated
Triggers when a data source is updated in Tableau.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add Tag to Data Source
Add a tag to a Tableau data source.
Action
Write
Create Project
Create a new project in Tableau.
Action
Write
Create User
Create a new user in Tableau.
Action
Write
Delete Data Source
Deletes the specified datasource from Tableau.
Action
Write
Delete Data Source Tag
Deletes a specified tag from a data source in Tableau.
Action
Write
Delete Project
Deletes the specified project from Tableau.
Action
Write
Download Data Source
Downloads a data source from Tableau.
Action
Write
Download View
Downloads a view as an Excel crosstab from Tableau.
Action
Write
Get DataSource
Get a specified datasource.
Action
Write
Get User
Get a specified user.
Action
Write
Get View
Get a specified view.
Action
Write
Get Workbook
Get a specified workbook.
Action
Write
List Data Sources
List all data sources in Tableau.
Action
Write
List Projects
List all projects in Tableau.
Action
Write
List Users
List all users in Tableau.
Action
Write
List Views
List all views in Tableau.
Action
Write
Refresh Workbook
Trigger extract refresh for a Tableau workbook.
Action
Write
Update Data Source
Update an existing datasource in Tableau.
Action
Write
Update Project
Update an existing project in Tableau.
Action
Write
Update User
Update an existing user in Tableau.
Action
Write
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