
When this happens...

Automatically do this!
Get all Reports
Refresh a Dataset
Delete a Dataset
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 Tess integrations.
Searches for agents and returns a list of matching agents with their key details.
Runs the Tess assistant and returns the content it creates.
Get all existing reports.
Refresh an existing dataset
Delete an existing dataset

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To start, connect both your Tess and Microsoft Power BI accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Microsoft Power BI (or vice versa).
Absolutely. You can customize how Tess 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 Tess 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 Tess 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.
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
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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