Connect Microsoft Power BI and DocuSeal to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
Create Template from HTML
Clone Template
Archive Template
Update Template
Create a submission
List all submitters
Find Submitter by Email
Create a submission from HTML
Use the Built-in Integrations
Actions and Triggers
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 Template
Triggers when new template is created.
Update Template
Triggers when new template is updated.
Submission Created
Triggers when form submission created.
Submission Completed
Triggers when form submission completed.
Form Completed
Triggers when the form is completed.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Refresh a Dataset
Refresh an existing dataset
Delete a Dataset
Delete an existing dataset
Create Template from HTML
Creates a new document template for future use.
Clone Template
Clone an existing template.
Archive Template
Archive an existing template.
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Frequently Asked Questions
To start, connect both your Microsoft Power BI and DocuSeal accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in DocuSeal (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in DocuSeal. This includes choosing which data fields go into which fields of DocuSeal, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and DocuSeal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Power BI and DocuSeal. 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.
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 MoreAbout DocuSeal
DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.
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