← Tableau + Crove integrations

Create Document with Crove API on New Workbook Created (Instant) from Tableau API

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Trigger workflow on
New Workbook Created (Instant) from the Tableau API
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Create Document with the Crove API
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Getting Started

This integration creates a workflow with a Tableau trigger and Crove action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Workbook Created (Instant) trigger
    1. Connect your Tableau account
    2. Select a Site ID
  3. Configure the Create Document action
    1. Connect your Crove account
    2. Configure Name
    3. Select a Template
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event each time a new workbook is created in Tableau. [See the documentation](https://help.tableau.com/current/developer/webhooks/en-us/docs/webhooks-events-payload.html)
Version:0.0.2
Key:tableau-workbook-created-instant

Tableau Overview

The Tableau API allows you to tap into the robust data visualization and business intelligence capabilities of Tableau. Within Pipedream, you can leverage this API to automate reporting, manage users, update data sources, and extract insights. This enables you to integrate Tableau's analytics with other services, streamlining your data workflows and ensuring your dashboards remain up-to-date with minimal manual effort.

Trigger Code

import common from "../common/webhook.mjs";
import events from "../common/events.mjs";

export default {
  ...common,
  key: "tableau-workbook-created-instant",
  name: "New Workbook Created (Instant)",
  description: "Emit new event each time a new workbook is created in Tableau. [See the documentation](https://help.tableau.com/current/developer/webhooks/en-us/docs/webhooks-events-payload.html)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookName() {
      return "workbook-creation";
    },
    getEventName() {
      return events.WORKBOOK_CREATED;
    },
    generateMeta(resource) {
      return {
        id: resource.resource_luid,
        summary: `New Workbook: ${resource.resource_luid}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
TableauappappThis component uses the Tableau app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Site IDsiteIdstringSelect a value from the drop down menu.

Trigger Authentication

Tableau uses OAuth authentication. When you connect your Tableau account, Pipedream will open a popup window where you can sign into Tableau and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Tableau API.

Pipedream requests the following authorization scopes when you connect your account:

About Tableau

Tableau is a visual analytics platform transforming the way we use data to solve problems—empowering people and organizations to make the most of their data.

Action

Description:Create a new document.
Version:1.0.2
Key:crove_app-create-document

Crove Overview

The Crove API offers a suite of tools for automating document creation, customization, and management. Using Pipedream's integration capabilities, you can leverage Crove to generate tailored documents based on dynamic data inputs and trigger actions within other applications. Imagine auto-generating contracts when a deal is marked 'won' in a CRM, or creating personalized onboarding paperwork as soon as a new employee is added to your HR system. With Pipedream, you can connect Crove to a multitude of apps to streamline document workflows and enhance productivity.

Action Code

import croveApp from "../../crove_app.app.mjs";

export default {
  key: "crove_app-create-document",
  name: "Create Document",
  description: "Create a new document.",
  version: "1.0.2",
  type: "action",
  props: {
    croveApp,
    name: {
      type: "string",
      label: "Name",
      description: "Name of document",
    },
    template_id: {
      propDefinition: [
        croveApp,
        "template_id",
      ],
    },
  },
  async run() {
    const apiUrl = `${this.croveApp._getBaseUrl()}/documents/create/`;
    const config = {
      url: apiUrl,
      method: "POST",
      data: {
        name: this.name,
        template_id: this.template_id,
      },
    };
    let response = await this.croveApp._makeRequest(config);

    // Removing returned properties that are not interesting for users
    delete response.response;
    delete response.respondents;
    delete response.symbol_table;
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
CrovecroveAppappThis component uses the Crove app.
Namenamestring

Name of document

Templatetemplate_idstringSelect a value from the drop down menu.

Action Authentication

Crove uses API keys for authentication. When you connect your Crove account, Pipedream securely stores the keys so you can easily authenticate to Crove APIs in both code and no-code steps.

You can find your API key in the API Keys section of your Crove Workspace Settings.

About Crove

Crove.app helps you to automate your repetitive business documents. With Crove you can create your repetitive business documents as intelligent templates that use variables and logical conditions.

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