Connect Microsoft Power BI and Moxie
Integrate Microsoft Power BI with Moxie to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Moxie when New Dataset in Microsoft-power-bi
Create Expense in Moxie when New Dataset in Microsoft-power-bi
Create Client in Moxie when New Dataset in Microsoft-power-bi
Create Form Submission in Moxie when New Dataset in Microsoft-power-bi
Create Opportunity in Moxie when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Moxie 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
Moxie
Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
Create Task in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Expense in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Client in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Form Submission in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Opportunity in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate or Update Calendar Event in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Project in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Ticket in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Comment on Ticket in Moxie when New Dataset in Microsoft-power-bi
Use this flowCreate Time Worked Entry in Moxie when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Moxie.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
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 Task
Creates a new task in Moxie.
Create Expense
Create an expense in your Moxie accounting records
Create Client
Creates a new client record in Hectic
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.
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 Moxie 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 Moxie
Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Moxie 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 Moxie 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 Moxie. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Moxie, and a separate workflow where Moxie 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 Moxie. 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 Moxie integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
