Connect Microsoft Power BI and Bitrix24 CRM
Integrate Microsoft Power BI with Bitrix24 CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Deal Action in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Deal Search in Bitrix24 when New Dataset in Microsoft-power-bi
Lead Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Contact Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Quote Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Bitrix24 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
Bitrix24 CRM
Automatically do this!
Deal Action
Deal Search
Lead Search
Contact Search
Quote Search
Company Search
Smart Process Search
Create Task
Update Task
Create Blogpost
Create Message
Company Action
Contact Action
Create Or Update Lead
Deal Action in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowDeal Search in Bitrix24 when New Dataset in Microsoft-power-bi
Use this flowLead Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowContact Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowQuote Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowCompany Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowSmart Process Search in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowCreate Task in Bitrix24 when New Dataset in Microsoft-power-bi
Use this flowUpdate Task in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowCreate Blogpost in Bitrix24 CRM when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Bitrix24 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.
Deal Trigger
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Contact Trigger
Triggers when contact is created, updated, deleted or any other actions perform on contact.
Company Trigger
Triggers when company is created, updated, deleted or any other actions perform on company.
Lead Trigger
Triggers when Lead is created, updated, deleted or any other actions perform on Lead.
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
Deal Action
Creates Or Update Deal
Deal Search
Search for deals by filters
Lead Search
Search for leads by filters
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 Microsoft Power BI and Bitrix24 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 Bitrix24 CRM
Bitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Bitrix24 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 Bitrix24 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 Bitrix24 CRM. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Bitrix24 CRM, and a separate workflow where Bitrix24 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 Bitrix24 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 Bitrix24 CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
