Connect Microsoft Power BI and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
Create Contact
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
Create Deal
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Create Contact
Create a new contact record in Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and link it to a CRM record (contact, deal, or company).
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Refresh a Dataset
Refresh an existing dataset
Delete a Dataset
Delete an existing dataset
Create Contact
Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update Contact
Update an existing Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
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Step by step guides to integrate Microsoft Power BI and Ploomes
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Power BI and Ploomes. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
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