Connect Microsoft Power BI and Lofty
Integrate Microsoft Power BI with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Reports from Microsoft Power BI when New Lead Is Added in Lofty
Trigger Dataset Refresh in Microsoft Power BI when New Lead Is Added in Lofty
Delete a Dataset in Microsoft-power-bi when New Lead Is Added in Lofty
Get all Reports from Microsoft Power BI when Lead Updated in Lofty
Trigger Dataset Refresh in Microsoft Power BI when Lead Updated in Lofty
Popular Microsoft Power BI + Lofty 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
Lofty
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Get all Reports from Microsoft Power BI when New Lead Is Added in Lofty
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Lead Is Added in Lofty
Use this flowDelete a Dataset in Microsoft-power-bi when New Lead Is Added in Lofty
Use this flowGet all Reports from Microsoft Power BI when Lead Updated in Lofty
Use this flowTrigger Dataset Refresh in Microsoft Power BI when Lead Updated in Lofty
Use this flowDelete a Dataset in Microsoft-power-bi when Lead Updated in Lofty
Use this flowGet all Reports from Microsoft Power BI when Lead Pipeline Changed in Lofty
Use this flowTrigger Dataset Refresh in Microsoft Power BI when Lead Pipeline Changed in Lofty
Use this flowDelete a Dataset in Microsoft-power-bi when Lead Pipeline Changed in Lofty
Use this flowGet all Reports from Microsoft Power BI when New Transaction in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Lofty.
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 Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
New Transaction
Runs the workflow automatically whenever a new transaction is created in Lofty.
New Task Added
Enter trigger Description Here
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 New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
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 Lofty 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 Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Lofty 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 Lofty 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 Lofty. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Lofty, and a separate workflow where Lofty 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 Lofty. 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 Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
