Connect Microsoft Power BI and ProjectManager
Integrate Microsoft Power BI with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ProjectManager when New Dataset in Microsoft-power-bi
Create Task in ProjectManager when New Dataset in Microsoft-power-bi
Create Timesheet Entry in ProjectManager when New Dataset in Microsoft-power-bi
Update Project in ProjectManager when New Dataset in Microsoft-power-bi
Update Task in ProjectManager when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + ProjectManager 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
ProjectManager
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry
Get Project Details
Get Task Details
List Project Priorities
List Task Statuses
Create Resource
Get User Details
List Project Folders
Update User
List Workspaces
List User Roles
List Active Admin Tasks
List Timesheets
List Tasks
List User Teams
List All Countries
List Users
List Project Templates
List Template Categories
List Project Statuses
List Available Project Members
List Project Fields
List Project Customers
List Charge Codes
List Projects
List Non-Project Task Statuses
List Licenses
List Integration Providers
List Integration Provider Categories
Create Task Comment
Create Meeting
List Meetings
Get Meeting
Delete Meeting
Create Meeting Todo
Get Meeting Todos
Update Meeting To-Do
Delete Meeting Todo
Create Project Customer
Create Project in ProjectManager when New Dataset in Microsoft-power-bi
Use this flowCreate Task in ProjectManager when New Dataset in Microsoft-power-bi
Use this flowCreate Timesheet Entry in ProjectManager when New Dataset in Microsoft-power-bi
Use this flowUpdate Project in ProjectManager when New Dataset in Microsoft-power-bi
Use this flowUpdate Task in ProjectManager when New Dataset in Microsoft-power-bi
Use this flowUpdate Timesheet Entry in ProjectManager when New Dataset in Microsoft-power-bi
Use this flowGet Project Details from ProjectManager when New Dataset in Microsoft-power-bi
Use this flowGet Task Details from ProjectManager when New Dataset in Microsoft-power-bi
Use this flowList Project Priorities from ProjectManager when New Dataset in Microsoft-power-bi
Use this flowList Task Statuses from ProjectManager when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and ProjectManager.
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 Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/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
Create Project
Create a new project with name, manager, dates, members, status, budget, and optional settings.
Create Task
Create a new task in a chosen project, setting name, assignees, dates, priority, status, and more.
Create Timesheet Entry
Create a timesheet entry for a person, task, and date with hours and notes. Only one entry allowed per person/task/day.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Power BI and ProjectManager 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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and ProjectManager 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 ProjectManager 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 ProjectManager. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in ProjectManager, and a separate workflow where ProjectManager 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 ProjectManager. 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 ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
