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WorkflowMax Tableau

Connect WorkflowMax to Tableau

Send WorkflowMax staff lists, client lists, clients documents and 12 more data types to Tableau on a schedule. Filter by date. Refresh as often as every 15 minutes.

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WorkflowMax report Data source: WorkflowMax
Build Tableau reports on WorkflowMax data that Coupler.io keeps up to date.
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How to connect WorkflowMax and Tableau

4 steps. You can preview the WorkflowMax data in Coupler.io before anything reaches Tableau.

Step 1 of 4

Connect WorkflowMax

Sign in to WorkflowMax and authorize Coupler.io. There's no API key to copy.

Sign in with WorkflowMax

Step 2 of 4

Choose what to export

Pick the WorkflowMax data you want in Tableau.

Show 7 more data types Show fewer data types
Start dateAny dateSpecify the start date for exporting incremental data from supported sources.

Step 3 of 4

Connect Tableau

Coupler.io generates an integration URL for the WorkflowMax data that you connect in Tableau.

Integration URLhttps://app.coupler.io/export/w/123456?access_token=••••••••Visible only to the data flow's creator

Step 4 of 4

Set a schedule

Tableau sees the data as of the last run. Run it as often as every 15 minutes.

Build this flow for free

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Get the most of WorkflowMax to Tableau integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
WorkflowMax to Tableau questions

15 data types, including Staff lists, Client lists, Clients documents, Client group lists and Cost lists.

You sign in to WorkflowMax and authorize Coupler.io. There's no API key to copy.

Yes. Set the start date to cover the period you need.

Through the Coupler.io Web Data Connector. In Tableau Desktop, go to More, then Web Data Connector, and enter https://app.coupler.io/tools/tableau.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches Tableau.

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