Integrations roofr Microsoft Power BI
roofr + Microsoft Power BI

Connect roofr and Microsoft Power BI to Build Intelligent Automations

Choose a Trigger

roofr

When this happens...

Choose an Action

Microsoft Power BI

Automatically do this!

Enable Integrations or automations with these events of roofr and Microsoft Power BI

Enable Integrations or automations with these events of roofr and Microsoft Power BI

Triggers

New Dataset

New Dataset

Triggered when a new dataset is created in Power BI.

Request a new Trigger for roofr

Actions

Get all Reports

Get all Reports

Get all existing reports.

Refresh a Dataset

Refresh a Dataset

Refresh an existing dataset

Delete a Dataset

Delete a Dataset

Delete an existing dataset

Request a new Action for roofr

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Step by step guides to integrate roofr and Microsoft Power BI

Frequently Asked Questions

How do I start an integration between roofr and Microsoft Power BI?

To start, connect both your roofr and Microsoft Power BI accounts to viaSocket. Once connected, you can set up a workflow where an event in roofr triggers actions in Microsoft Power BI (or vice versa).

Can we customize how data from roofr is recorded in Microsoft Power BI?

Absolutely. You can customize how roofr 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.

How often does the data sync between roofr and Microsoft Power BI?

The data sync between roofr and Microsoft Power BI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from roofr to Microsoft Power BI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between roofr and Microsoft Power BI?

Yes, you can set conditional logic to control the flow of data between roofr 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.

roofr

About roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

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Microsoft Power BI

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 More