Connect Microsoft Power BI and Simpro
Integrate Microsoft Power BI with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when New Dataset in Microsoft-power-bi
Create Company Customer in Simpro when New Dataset in Microsoft-power-bi
Create Individual Customer in Simpro when New Dataset in Microsoft-power-bi
Create Service Job in Simpro when New Dataset in Microsoft-power-bi
Find Job in Simpro when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Simpro 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
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Create Contact in Simpro when New Dataset in Microsoft-power-bi
Use this flowCreate Company Customer in Simpro when New Dataset in Microsoft-power-bi
Use this flowCreate Individual Customer in Simpro when New Dataset in Microsoft-power-bi
Use this flowCreate Service Job in Simpro when New Dataset in Microsoft-power-bi
Use this flowFind Job in Simpro when New Dataset in Microsoft-power-bi
Use this flowFind Schedule in Simpro when New Dataset in Microsoft-power-bi
Use this flowFind Quote in Simpro when New Dataset in Microsoft-power-bi
Use this flowFind Company Customer in Simpro when New Dataset in Microsoft-power-bi
Use this flowCreate Schedule in Simpro when New Dataset in Microsoft-power-bi
Use this flowFind Contact in Simpro when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Simpro.
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 Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
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
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Simpro 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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Simpro 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 Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Simpro, and a separate workflow where Simpro 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 Simpro. 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 Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
