Connect Microsoft Power BI and CompanyCam
Integrate Microsoft Power BI with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when New Dataset in Microsoft-power-bi
Create Checklist From Template in CompanyCam when New Dataset in Microsoft-power-bi
Add Project to CompanyCam when New Dataset in Microsoft-power-bi
Add Project Label in Companycam when New Dataset in Microsoft-power-bi
Update Project Notepad in CompanyCam when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + CompanyCam 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
CompanyCam
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Add Photo in Companycam when New Dataset in Microsoft-power-bi
Use this flowCreate Checklist From Template in CompanyCam when New Dataset in Microsoft-power-bi
Use this flowAdd Project to CompanyCam when New Dataset in Microsoft-power-bi
Use this flowAdd Project Label in Companycam when New Dataset in Microsoft-power-bi
Use this flowUpdate Project Notepad in CompanyCam when New Dataset in Microsoft-power-bi
Use this flowFind or Create Project in Companycam when New Dataset in Microsoft-power-bi
Use this flowCreate Tag in CompanyCam when New Dataset in Microsoft-power-bi
Use this flowCreate User in Companycam when New Dataset in Microsoft-power-bi
Use this flowCreate Group in CompanyCam when New Dataset in Microsoft-power-bi
Use this flowGet all Reports from Microsoft Power BI when New Document in Companycam
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and CompanyCam.
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 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
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
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
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 CompanyCam 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 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and CompanyCam 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 CompanyCam 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 CompanyCam. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in CompanyCam, and a separate workflow where CompanyCam 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 CompanyCam. 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 CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
