Connect Microsoft Power BI and Sellsy
Integrate Microsoft Power BI with Sellsy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Sellsy when New Dataset in Microsoft-power-bi
Create Task in Sellsy when New Dataset in Microsoft-power-bi
Create Opportunity in Sellsy when New Dataset in Microsoft-power-bi
Find or Create Contact in Sellsy when New Dataset in Microsoft-power-bi
Create Or Update Contact in Sellsy when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Sellsy 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
Sellsy
Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
Create Contact in Sellsy when New Dataset in Microsoft-power-bi
Use this flowCreate Task in Sellsy when New Dataset in Microsoft-power-bi
Use this flowCreate Opportunity in Sellsy when New Dataset in Microsoft-power-bi
Use this flowFind or Create Contact in Sellsy when New Dataset in Microsoft-power-bi
Use this flowCreate Or Update Contact in Sellsy when New Dataset in Microsoft-power-bi
Use this flowFind or Create Company in Sellsy when New Dataset in Microsoft-power-bi
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Contact in Sellsy
Use this flowGet all Reports from Microsoft Power BI when New Opportunity in Sellsy
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Opportunity in Sellsy
Use this flowDelete a Dataset in Microsoft-power-bi when New Opportunity in Sellsy
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Sellsy.
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 Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is Created.
New Company
Triggers when a new company (client or prospect) is created.
New Task
Triggers when a new task is created.
Deleted Task
Triggers when a task is deleted.
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 Contact
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
Create Task
Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.
Create Opportunity
Create a new opportunity in Sellsy, specifying owner, pipeline step, amount, probability, source, and optionally related contact/company, due date, notes, and assigned staff.
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 Sellsy 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 Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Sellsy 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 Sellsy 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 Sellsy. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Sellsy, and a separate workflow where Sellsy 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 Sellsy. 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 Sellsy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
