
When this happens...

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Refresh a Dataset
Delete a Dataset
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new dataset is created in Power BI.
Action is the task that follows automatically within your Aero Workflow integrations.
Gets a list of all Contact Names.
Gets a list of Aero Type Names.
Gets a list of Task Aeros.
Gets a list of Team Member Names.
Creates a new Aero Task.
Creates a new Aero Email.

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To start, connect both your Aero Workflow and Microsoft Power BI accounts to viaSocket. Once connected, you can set up a workflow where an event in Aero Workflow triggers actions in Microsoft Power BI (or vice versa).
Absolutely. You can customize how Aero Workflow data is recorded in Microsoft Power BI. This includes choosing which data fields go into which fields of Microsoft Power BI, setting up custom formats, and filtering out unwanted information.
The data sync between Aero Workflow and Microsoft Power BI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Aero Workflow and Microsoft Power BI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
Learn MoreMicrosoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
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