Connect Microsoft Power BI and Fathom
Integrate Microsoft Power BI with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List meetings from Fathom when New Dataset in Microsoft-power-bi
List Teams in Fathom when New Dataset in Microsoft-power-bi
Get summary of a Recording in Fathom when New Dataset in Microsoft-power-bi
Get summary of a transcript from Fathom when New Dataset in Microsoft-power-bi
List Team Members from Fathom when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Fathom 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
Fathom
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
List meetings from Fathom when New Dataset in Microsoft-power-bi
Use this flowList Teams in Fathom when New Dataset in Microsoft-power-bi
Use this flowGet summary of a Recording in Fathom when New Dataset in Microsoft-power-bi
Use this flowGet summary of a transcript from Fathom when New Dataset in Microsoft-power-bi
Use this flowList Team Members from Fathom when New Dataset in Microsoft-power-bi
Use this flowGet all Reports from Microsoft Power BI when New Action Item from Fathom
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Action Item from Fathom
Use this flowDelete a Dataset in Microsoft-power-bi when New Action Item from Fathom
Use this flowGet all Reports from Microsoft Power BI when New Al Summary in Fathom
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Fathom.
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 Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
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
List meetings
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
List Teams
Retrieve all teams in your Fathom account.
Get summary of a Recording
Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.
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 Fathom 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 Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Fathom 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 Fathom 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 Fathom. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Fathom, and a separate workflow where Fathom 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 Fathom. 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 Fathom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
