Connect Microsoft Power BI and Eagle Doc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
Process Finance
Process Receipts
Process Invoices
Ready to use Microsoft Power BI and Eagle Doc automations
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.
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
Process Finance
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Process Receipts
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Process Invoices
Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
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Step by step guides to integrate Microsoft Power BI and Eagle Doc
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Eagle Doc. This includes choosing which data fields go into which fields of Eagle Doc, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Eagle Doc 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 Eagle Doc. 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 Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn More
