Connect CompanyCam and Microsoft Power BI
Integrate CompanyCam with Microsoft Power BI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Reports from Microsoft Power BI when New Document in Companycam
Trigger Dataset Refresh in Microsoft Power BI when New Document in Companycam
Delete a Dataset in Microsoft-power-bi when New Document in Companycam
Get all Reports from Microsoft Power BI when New Photo in CompanyCam
Trigger Dataset Refresh in Microsoft Power BI when New Photo in CompanyCam
Popular CompanyCam + Microsoft Power BI flows
Start from a real workflow other teams are already running.
Choose a trigger
CompanyCam
When this happens...
New Document
New Photo
New Project
Todo / Checklist Completed
Photo Tagged
Comment Created
Photo Updated
Project Updated
Label Added In Project
Contact Added To Project
Contact Updated To Project
Merged Project
Archived Project
Project Deleted
Comment All
Choose an action
Microsoft Power BI
Automatically do this!
Get all Reports
Trigger Dataset Refresh
Delete a Dataset
Get all Reports from Microsoft Power BI when New Document in Companycam
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Document in Companycam
Use this flowDelete a Dataset in Microsoft-power-bi when New Document in Companycam
Use this flowGet all Reports from Microsoft Power BI when New Photo in CompanyCam
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Photo in CompanyCam
Use this flowDelete a Dataset in Microsoft-power-bi when New Photo in CompanyCam
Use this flowGet all Reports from Microsoft Power BI when New Project in CompanyCam
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Project in CompanyCam
Use this flowDelete a Dataset in Microsoft-power-bi when New Project in CompanyCam
Use this flowGet all Reports from Microsoft Power BI when Todo / Checklist Completed in CompanyCam
Use this flowSupported Triggers & Actions
Everything you can automate between CompanyCam and Microsoft Power BI.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Photo Tagged
Triggers when a photo is tagged
Comment Created
Triggers when a new comment is created.
Do thisActions
Action is the task that follows automatically within your CompanyCam integrations.
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
Add Project
Creates a new project in your account
Add Project Label
Adds an existing Project Label or creates a new one if it does not exist.
Update Project Notepad
Updates the Project Notepad.
Find or Create Project
Find a project by name or address . Optionally creates a new project if none is found.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate CompanyCam and Microsoft Power BI workflows.
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About CompanyCam
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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 CompanyCam 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 CompanyCam 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 CompanyCam triggers actions in Microsoft Power BI, and a separate workflow where Microsoft Power BI triggers actions in CompanyCam. 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 CompanyCam 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 CompanyCam 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.
