Connect Microsoft Power BI and Xodo Sign
Integrate Microsoft Power BI with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Dataset in Microsoft-power-bi
Get Final Signed Document from Xodo Sign when New Dataset in Microsoft-power-bi
Send Reminder via Xodo Sign when New Dataset in Microsoft-power-bi
Find and Download Document from Xodo Sign when New Dataset in Microsoft-power-bi
Get all Reports from Microsoft Power BI when Document Is Sent via Xodo Sign
Popular Microsoft Power BI + Xodo Sign 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
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Contact in Xodo Sign when New Dataset in Microsoft-power-bi
Use this flowGet Final Signed Document from Xodo Sign when New Dataset in Microsoft-power-bi
Use this flowSend Reminder via Xodo Sign when New Dataset in Microsoft-power-bi
Use this flowFind and Download Document from Xodo Sign when New Dataset in Microsoft-power-bi
Use this flowGet all Reports from Microsoft Power BI when Document Is Sent via Xodo Sign
Use this flowTrigger Dataset Refresh in Microsoft Power BI when Document Is Sent via Xodo Sign
Use this flowDelete a Dataset in Microsoft-power-bi when Document Is Sent via Xodo Sign
Use this flowGet all Reports from Microsoft Power BI when Document Completed in Xodo Sign
Use this flowTrigger Dataset Refresh in Microsoft Power BI when Document Completed in Xodo Sign
Use this flowDelete a Dataset in Microsoft-power-bi when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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 in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
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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Learn how to automate Microsoft Power BI and Xodo Sign 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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Xodo Sign 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 Xodo Sign 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 Xodo Sign. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Xodo Sign, and a separate workflow where Xodo Sign 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 Xodo Sign. 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 Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
