Connect Microsoft Power BI and BoldSign
Integrate Microsoft Power BI with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BoldSign when New Dataset in Microsoft-power-bi
List Contacts from BoldSign when New Dataset in Microsoft-power-bi
Delete Document in Boldsign when New Dataset in Microsoft-power-bi
Get all Reports from Microsoft Power BI when Draft Created in BoldSign
Trigger Dataset Refresh in Microsoft Power BI when Draft Created in BoldSign
Popular Microsoft Power BI + BoldSign 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
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when New Dataset in Microsoft-power-bi
Use this flowList Contacts from BoldSign when New Dataset in Microsoft-power-bi
Use this flowDelete Document in Boldsign when New Dataset in Microsoft-power-bi
Use this flowGet all Reports from Microsoft Power BI when Draft Created in BoldSign
Use this flowTrigger Dataset Refresh in Microsoft Power BI when Draft Created in BoldSign
Use this flowDelete a Dataset in Microsoft-power-bi when Draft Created in BoldSign
Use this flowGet all Reports from Microsoft Power BI when Document Send in Boldsign
Use this flowTrigger Dataset Refresh in Microsoft Power BI when Document Send in Boldsign
Use this flowDelete a Dataset in Microsoft-power-bi when Document Send in Boldsign
Use this flowGet all Reports from Microsoft Power BI when Teamplate Create in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and BoldSign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Document Send
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Teamplate Create
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Template send
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Document Revoked
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
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
Create Contact
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
List Contacts
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete Document
Delete an existing document.
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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Learn how to automate Microsoft Power BI and BoldSign 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 BoldSign
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and BoldSign 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 BoldSign 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 BoldSign. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in BoldSign, and a separate workflow where BoldSign 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 BoldSign. 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 BoldSign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
