Connect Microsoft Power BI and Teamgate
Integrate Microsoft Power BI with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Companies in Teamgate when New Dataset in Microsoft-power-bi
List Deals from Teamgate when New Dataset in Microsoft-power-bi
List Lead Collection from Teamgate when New Dataset in Microsoft-power-bi
List People Collection from Teamgate when New Dataset in Microsoft-power-bi
List Products Collection from Teamgate when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Teamgate 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
Teamgate
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
List All Companies in Teamgate when New Dataset in Microsoft-power-bi
Use this flowList Deals from Teamgate when New Dataset in Microsoft-power-bi
Use this flowList Lead Collection from Teamgate when New Dataset in Microsoft-power-bi
Use this flowList People Collection from Teamgate when New Dataset in Microsoft-power-bi
Use this flowList Products Collection from Teamgate when New Dataset in Microsoft-power-bi
Use this flowList Emails Collection from Teamgate when New Dataset in Microsoft-power-bi
Use this flowCreate Product in Teamgate when New Dataset in Microsoft-power-bi
Use this flowCreate Activity in Teamgate when New Dataset in Microsoft-power-bi
Use this flowCreate or Update Company in Teamgate when New Dataset in Microsoft-power-bi
Use this flowCreate or Update Deal in Teamgate when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Teamgate.
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 Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
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
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
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 Teamgate 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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Teamgate 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 Teamgate 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 Teamgate. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Teamgate, and a separate workflow where Teamgate 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 Teamgate. 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 Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
