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How to connect ConnectWise Manage + Tableau

Onlizer provides you with all required tools to setup connection and send info between ConnectWise Manage and Tableau automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect ConnectWise Manage and Tableau accounts

2

Integrate

Customize your ConnectWise Manage to Tableau integration

3

Launch

Run automation ConnectWise Manage + Tableau online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer BI

Connect ConnectWise Manage as data source and import data and insights with integration to Tableau and other BI services

Onlizer BI integrates data from your ConnectWise Manage to Tableau and other BI tools to analyze contacts, deals, tasks and other data on the fly, build dashboards and get insights quickly.

Onlizer BI integration setup

Onlizer Studio

Create customized individual integration of ConnectWise Manage to Tableau with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates ConnectWise Manage and Tableau with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated WhatsApp notifications to boost productivity and reduce delays

Our customer: Leading USA pizza restaurants and delivery network
Goal: Boost customer satisfaction, reduce delays for issues resolving and decision-making
Solution: Automated events tracking for Zendesk, Trello, HubSpot, ConnectWise Manage, Power BI and notifications delivery in WhatsApp

  • 20%

    More second sales to existing customers

  • 4.5 / 5

    Stars average customers feedback

  • x4

    Reduced issues resolution time

  • Daily

    Reports and business insights available

Read more about integration case

ConnectWise Manage + Tableau integration ideas

Support or submit ConnectWise Manage and Tableau integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

When a dashboard is created in Tableau, integrate it in Canva
Upvote: 5

Explore ConnectWise Manage and Tableau integration features

You can easy create integration for ConnectWise Manage and Tableau using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Ticket created in ConnectWise Manage

Trigger activates when new ticket was created

Try trigger Trigger
Ticket note created in ConnectWise Manage

Trigger activates when new public ticket comment was created

Try trigger Trigger
Ticket updated in ConnectWise Manage

Trigger activates when ticket was updated

Try trigger Trigger
Create ticket in ConnectWise Manage

Allows to create new service ticket

Try action Action
Update ticket in ConnectWise Manage

Allows to update existing ticket.

Try action Action
Add note to ticket in ConnectWise Manage

Create new text note and add it to ticket. Note can be external discussion, internal note or resolution.

Try action Action
Get boards in ConnectWise Manage

Returns boards list.

Try action Action
Get statuses in ConnectWise Manage

Returns statuses list for board.

Try action Action

FAQ

Connect ConnectWise Manage and Tableau in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for ConnectWise Manage and Tableau to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect ConnectWise Manage and Tableau accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for ConnectWise Manage to Tableau online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect ConnectWise Manage and Tableau seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Tableau when event occured in ConnectWise Manage or when data changed in Tableau to perform action in ConnectWise Manage. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like ConnectWise Manage and Tableau to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect ConnectWise Manage and Tableau with 300+ services like: