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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 Ticket
Triggers when a new ticket is created.
New Customer
Triggers when a new customer is added.
Customer Updated
Triggers when a customer's details are updated.
New Note on Ticket
Triggers when a new note is added to a ticket.
Ticket Assigned
Triggers when a ticket is assigned to a team member.
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 Customer
Creates a new customer
Assign Ticket
Assigns a ticket to a specific team member.
Link tasks to ticket
Link task to ticket
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Step by step guides to integrate Microsoft Power BI and Teamwork Desk
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Teamwork Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Teamwork Desk (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Teamwork Desk. This includes choosing which data fields go into which fields of Teamwork Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Teamwork Desk 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 Teamwork Desk. 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 Teamwork Desk
Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
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