Connect Microsoft Power BI and ServiceM8
Integrate Microsoft Power BI with ServiceM8 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Servicem8 when New Dataset in Microsoft-power-bi
List All Client in Servicem8 when New Dataset in Microsoft-power-bi
Create Job in Servicem8 when New Dataset in Microsoft-power-bi
List Jobs from ServiceM8 when New Dataset in Microsoft-power-bi
Create Job Queue in Servicem8 when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + ServiceM8 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
ServiceM8
Automatically do this!
Create a Client
List All Client
Create Job
List Jobs
Create Job Queue
List all Attachments
List all Clients
List all Jobs
List all Job Activities
List all Job Checklists
List all Job Contacts
List all Job Materials
List all Locations
List all Materials
List all Notes
List all Security Roles
List all Staff Members
Add job note
Create a Client in Servicem8 when New Dataset in Microsoft-power-bi
Use this flowList All Client in Servicem8 when New Dataset in Microsoft-power-bi
Use this flowCreate Job in Servicem8 when New Dataset in Microsoft-power-bi
Use this flowList Jobs from ServiceM8 when New Dataset in Microsoft-power-bi
Use this flowCreate Job Queue in Servicem8 when New Dataset in Microsoft-power-bi
Use this flowList all Attachments from ServiceM8 when New Dataset in Microsoft-power-bi
Use this flowList all Clients from ServiceM8 when New Dataset in Microsoft-power-bi
Use this flowList all Jobs from ServiceM8 when New Dataset in Microsoft-power-bi
Use this flowList all Job Activities from ServiceM8 when New Dataset in Microsoft-power-bi
Use this flowList all Job Checklists from ServiceM8 when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and ServiceM8.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
New Job
Triggers when a new job is created.
Job Queued
Triggers when a Job is assigned to a Queue.
New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
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 a Client
Create a new client
List All Client
Get an existing client list
Create Job
Create a new Job.
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 ServiceM8 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 ServiceM8
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and ServiceM8 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 ServiceM8 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 ServiceM8. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in ServiceM8, and a separate workflow where ServiceM8 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 ServiceM8. 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 ServiceM8 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
