Connect Microsoft Power BI and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
Create Contact
Create Task
Create an opportunity
Find Contact
Create or Update Contact
Find Company
Use the Built-in Integrations
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.
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.
Refresh a Dataset
Refresh an existing dataset
Delete a Dataset
Delete an existing dataset
Create Contact
Creates a new contact in Sellsy.
Create Task
Creates a New Task.
Create an opportunity
Creates a new opportunity
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Sellsy 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 Sellsy. 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 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.
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