Connect Microsoft Power BI and Agile CRM
Integrate Microsoft Power BI with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Contacts in Agilecrm when New Dataset in Microsoft-power-bi
List All Companies in Agilecrm when New Dataset in Microsoft-power-bi
List All Events in Agilecrm when New Dataset in Microsoft-power-bi
List All Deals in Agilecrm when New Dataset in Microsoft-power-bi
List All Campaigns in Agilecrm when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Agile CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Power BI
When this happens...
New Dataset
Choose an action
Agile CRM
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
List All Contacts in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowList All Companies in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowList All Events in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowList All Deals in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowList All Campaigns in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowList All Tracks in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowList All Tickets Filter in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowList All Pending Task in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowCreate Contact in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowCreate Company in Agilecrm when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Agile CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Trigger Dataset Refresh
Trigger a dataset refresh
Delete a Dataset
Delete an existing dataset
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Power BI and Agile CRM workflows.
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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
About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Agile CRM 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 Microsoft Power BI and Agile CRM 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 Agile CRM. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Agile CRM, and a separate workflow where Agile CRM triggers actions in Microsoft Power BI. 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 Microsoft Power BI and Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Power BI and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
