Connect Microsoft Power BI and Zeffy
Integrate Microsoft Power BI with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Payments in Zeffy when New Dataset in Microsoft-power-bi
Get Payment from Zeffy when New Dataset in Microsoft-power-bi
List Contacts from Zeffy when New Dataset in Microsoft-power-bi
Find Contact in Zeffy when New Dataset in Microsoft-power-bi
List Campaigns from Zeffy when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Zeffy 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
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Find Payments in Zeffy when New Dataset in Microsoft-power-bi
Use this flowGet Payment from Zeffy when New Dataset in Microsoft-power-bi
Use this flowList Contacts from Zeffy when New Dataset in Microsoft-power-bi
Use this flowFind Contact in Zeffy when New Dataset in Microsoft-power-bi
Use this flowList Campaigns from Zeffy when New Dataset in Microsoft-power-bi
Use this flowFind Campaign in Zeffy when New Dataset in Microsoft-power-bi
Use this flowGet all Reports from Microsoft Power BI when When a new campaign is created in Zeffy
Use this flowTrigger Dataset Refresh in Microsoft Power BI when When a new campaign is created in Zeffy
Use this flowDelete a Dataset in Microsoft-power-bi when When a new campaign is created in Zeffy
Use this flowGet all Reports from Microsoft Power BI when When a new contact is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Zeffy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
When a new campaign is created
Runs the workflow automatically whenever a new campaign is created in your account.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new payment or donation is created
Runs the workflow automatically whenever a new payment or donation is created in the 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
Find Payments
Retrieve donations and other payment transactions, with optional filters for donor, campaign, status, type, currency, date range, and pagination.
Get Payment
Retrieve details for a specific Zeffy payment by its ID.
List Contacts
Get contacts from Zeffy with optional email and date filters and pagination.
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 Zeffy 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 Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Zeffy 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 Zeffy 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 Zeffy. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Zeffy, and a separate workflow where Zeffy 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 Zeffy. 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 Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
