Integrations iris crm Microsoft Power BI
iris crm + Microsoft Power BI

Connect iris crm and Microsoft Power BI to Build Intelligent Automations

Choose a Trigger

iris crm

When this happens...

Choose an Action

Microsoft Power BI

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Enable Integrations or automations with these events of iris crm and Microsoft Power BI

Enable Integrations or automations with these events of iris crm and Microsoft Power BI

Triggers

New Dataset

New Dataset

Triggered when a new dataset is created in Power BI.

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Actions

Get all Reports

Get all Reports

Get all existing reports.

Refresh a Dataset

Refresh a Dataset

Refresh an existing dataset

Delete a Dataset

Delete a Dataset

Delete an existing dataset

Request a new Action for iris crm

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Step by step guides to integrate iris crm and Microsoft Power BI

Frequently Asked Questions

How do I start an integration between iris crm and Microsoft Power BI?

To start, connect both your iris crm and Microsoft Power BI accounts to viaSocket. Once connected, you can set up a workflow where an event in iris crm triggers actions in Microsoft Power BI (or vice versa).

Can we customize how data from iris crm is recorded in Microsoft Power BI?

Absolutely. You can customize how iris crm 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.

How often does the data sync between iris crm and Microsoft Power BI?

The data sync between iris crm and Microsoft Power BI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from iris crm to Microsoft Power BI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between iris crm and Microsoft Power BI?

Yes, you can set conditional logic to control the flow of data between iris crm 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.

iris crm

About iris crm

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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Microsoft Power BI

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 More