Connect Microsoft Power BI and Follow Up Boss
Integrate Microsoft Power BI with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Reports from Microsoft Power BI when New Deal Created in Follow Up Boss
Trigger Dataset Refresh in Microsoft Power BI when New Deal Created in Follow Up Boss
Delete a Dataset in Microsoft-power-bi when New Deal Created in Follow Up Boss
Get all Reports from Microsoft Power BI when New Appointment Is Created in Follow Up Boss
Trigger Dataset Refresh in Microsoft Power BI when New Appointment Is Created in Follow Up Boss
Popular Microsoft Power BI + Follow Up Boss 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
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Get all Reports from Microsoft Power BI when New Deal Created in Follow Up Boss
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Deal Created in Follow Up Boss
Use this flowDelete a Dataset in Microsoft-power-bi when New Deal Created in Follow Up Boss
Use this flowGet all Reports from Microsoft Power BI when New Appointment Is Created in Follow Up Boss
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Appointment Is Created in Follow Up Boss
Use this flowDelete a Dataset in Microsoft-power-bi when New Appointment Is Created in Follow Up Boss
Use this flowGet all Reports from Microsoft Power BI when New Contact Created in Follow Up Boss
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Contact Created in Follow Up Boss
Use this flowDelete a Dataset in Microsoft-power-bi when New Contact Created in Follow Up Boss
Use this flowGet all Reports from Microsoft Power BI when New Task Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Follow Up Boss.
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 Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
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 Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
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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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.
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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 Follow Up Boss 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 Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Follow Up Boss 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 Follow Up Boss 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 Follow Up Boss. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss 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 Follow Up Boss. 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 Follow Up Boss integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
