Connect Microsoft Power BI and folk
Integrate Microsoft Power BI with folk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Company in Folk when New Dataset in Microsoft-power-bi
Update Company in Folk when New Dataset in Microsoft-power-bi
Get a Person in Folk when New Dataset in Microsoft-power-bi
Delete a Dataset in Microsoft-power-bi when Person Removed in Folk
Get a Company in Folk when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + folk 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
folk
Automatically do this!
Create Person
Create Company
Update Person
Update Company
List Person
List Company
Get a Company
Get a Person
Create Company in Folk when New Dataset in Microsoft-power-bi
Use this flowUpdate Company in Folk when New Dataset in Microsoft-power-bi
Use this flowGet a Person in Folk when New Dataset in Microsoft-power-bi
Use this flowDelete a Dataset in Microsoft-power-bi when Person Removed in Folk
Use this flowGet a Company in Folk when New Dataset in Microsoft-power-bi
Use this flowDelete a Dataset in Microsoft-power-bi when Person Updated in Folk
Use this flowCreate Person in Folk when New Dataset in Microsoft-power-bi
Use this flowDelete a Dataset in Microsoft-power-bi when Company Removed in Folk
Use this flowTrigger Dataset Refresh in Microsoft Power BI when Company Removed in Folk
Use this flowList Company from Folk when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and folk.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
Company Added
Triggers when a new company is created or added to a group.
Person Added
Triggers when a new person is created or added to a group.
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Company Updated
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
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 Person
Add Person
Create Company
Create a new contact Company in your folk group .
Update Person
Update a contact Person in your folk group.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Power BI and folk 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 folk
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and folk 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 folk 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 folk. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in folk, and a separate workflow where folk 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 folk. 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 folk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
