Connect Microsoft Power BI and Segmetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
Get Contact by Email
Add or Update Contact
Add Tag to Contact
Add Purchase to Contact
Adds subscription
Remove Tags to Contact
Ready to use Microsoft Power BI and Segmetrics automations
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.
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
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
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Step by step guides to integrate Microsoft Power BI and Segmetrics
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Segmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Segmetrics (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Segmetrics. This includes choosing which data fields go into which fields of Segmetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Segmetrics 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 Segmetrics. 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn More
