Connect Moskit and Microsoft Power BI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Project
New Company
New Activity
New Deal
Choose an Action
Automatically do this!
Get all Reports
Refresh a Dataset
Delete a Dataset
Ready to use Moskit and Microsoft Power BI automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created in Moskit.
New Project
Triggers when a new project is created.
New Company
Triggers when a new company is created.
New Activity
Triggers when a new Activity is created.
New Deal
Trigger when new deal is created in Moskit Account.
New Dataset
Triggered when a new dataset is created in Power BI.
Do thisActions
Action is the task that follows automatically within your Moskit integrations.
Add Deal Note
Create note in deal.
Add Project Note
Add note in Project
Archive Project
Archive a Project.
Change Activity Responsible
Change responsible of activity.
Create Product
Create a new Product.
Create Contact
Creates a new company.
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Step by step guides to integrate Moskit and Microsoft Power BI
Frequently Asked Questions
To start, connect both your Moskit and Microsoft Power BI accounts to viaSocket. Once connected, you can set up a workflow where an event in Moskit triggers actions in Microsoft Power BI (or vice versa).
Absolutely. You can customize how Moskit data is recorded in Microsoft Power BI. This includes choosing which data fields go into which fields of Microsoft Power BI, setting up custom formats, and filtering out unwanted information.
The data sync between Moskit and Microsoft Power BI 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 Moskit and Microsoft Power BI. 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 Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
Learn MoreAbout 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.
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