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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new dataset is created in Power BI.
Action is the task that follows automatically within your Salesblink integrations.
Add leads to a list.
Get all existing reports.
Refresh an existing dataset
Delete an existing dataset

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Salesblink and Microsoft Power BI accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesblink triggers actions in Microsoft Power BI (or vice versa).
Absolutely. You can customize how Salesblink 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 Salesblink 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 Salesblink 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.
Salesblink is a comprehensive sales automation platform designed to streamline your sales outreach and engagement processes. It offers tools for prospecting, outreach, and closing deals efficiently, making it an essential tool for sales teams looking to enhance their productivity and conversion rates.
Learn MoreMicrosoft 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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