Connect Cognito Forms and Microsoft Power BI
Integrate Cognito Forms with Microsoft Power BI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when New Dataset in Microsoft-power-bi
Create form entry in Cognito Forms when New Dataset in Microsoft-power-bi
Delete entry from Cognito Forms when New Dataset in Microsoft-power-bi
Get Document from Cognito Forms when New Dataset in Microsoft-power-bi
Get form entry from Cognito Forms when New Dataset in Microsoft-power-bi
Popular Cognito Forms + Microsoft Power BI flows
Start from a real workflow other teams are already running.
Choose a trigger
Cognito Forms
When this happens...
- Request a new Trigger for Cognito Forms
Choose an action
Microsoft Power BI
Automatically do this!
Get all Reports
Trigger Dataset Refresh
Delete a Dataset
List forms in Cognito Forms when New Dataset in Microsoft-power-bi
Use this flowCreate form entry in Cognito Forms when New Dataset in Microsoft-power-bi
Use this flowDelete entry from Cognito Forms when New Dataset in Microsoft-power-bi
Use this flowGet Document from Cognito Forms when New Dataset in Microsoft-power-bi
Use this flowGet form entry from Cognito Forms when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Microsoft Power BI.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
Do thisActions
Action is the task that follows automatically within your Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Get all Reports
Get all existing reports.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Cognito Forms and Microsoft Power BI workflows.
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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn moreSimilar apps
About Microsoft Power BI
Microsoft 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Microsoft Power BI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cognito Forms and Microsoft Power BI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Power BI. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Microsoft Power BI, and a separate workflow where Microsoft Power BI triggers actions in Cognito Forms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cognito Forms and Microsoft Power BI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Microsoft Power BI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
