Connect Microsoft Power BI and Guidebook
Integrate Microsoft Power BI with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Guide in Guidebook when New Dataset in Microsoft-power-bi
Create a Custom List Item in Guidebook when New Dataset in Microsoft-power-bi
Create a Custom List in Guidebook when New Dataset in Microsoft-power-bi
Create Menu Item in Guidebook when New Dataset in Microsoft-power-bi
Create Attendees in Guidebook when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Guidebook 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
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Update a Guide in Guidebook when New Dataset in Microsoft-power-bi
Use this flowCreate a Custom List Item in Guidebook when New Dataset in Microsoft-power-bi
Use this flowCreate a Custom List in Guidebook when New Dataset in Microsoft-power-bi
Use this flowCreate Menu Item in Guidebook when New Dataset in Microsoft-power-bi
Use this flowCreate Attendees in Guidebook when New Dataset in Microsoft-power-bi
Use this flowConnect Item to Main Custom List in Guidebook when New Dataset in Microsoft-power-bi
Use this flowCreate a Session in Guidebook when New Dataset in Microsoft-power-bi
Use this flowUpdate a Session in Guidebook when New Dataset in Microsoft-power-bi
Use this flowDelete a Session in Guidebook when New Dataset in Microsoft-power-bi
Use this flowCreate a Folder in Guidebook when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Guidebook.
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 Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
New Custom List Item(s)
Trigger when a new custom list item(s) created
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
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
Create a Custom List
Creates a custom list on your guide.
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 Guidebook 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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Guidebook 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 Guidebook 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 Guidebook. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Guidebook, and a separate workflow where Guidebook 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 Guidebook. 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 Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
