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with Microsoft Power BI and Workbooks CRM?
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Popular Ways to Connect Microsoft Power BI with Workbooks CRM#
Popular Microsoft Power BI and Workbooks CRM Triggers#
Emits a new event when a dataset refresh operation has completed. See the documentation
Emits an event when a dataset refresh operation has failed in Power BI. See the documentation
Emit new event when a new organisation is created.
Emit new event when a new dataset refresh operation is created. See the documentation
Popular Microsoft Power BI and Workbooks CRM Actions#
Adds new data rows to the specified table within the specified dataset from My workspace. See the documentation
Creates an order from your customers for your goods or services.
Cancels a refresh operation for a specified dataset in Power BI. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Creates a new Push Dataset in Power BI. See the documentation
Overview of Microsoft Power BI#
The Microsoft Power BI API allows you to interact with your Power BI assets programmatically. With this API, you can embed your reports and dashboards into applications, manage Power BI datasets, push data into datasets for real-time dashboard updates, and automate your reporting workflows. On Pipedream, you can use this API to create intricate workflows that react to various triggers, like webhooks or schedules, and perform actions like refreshing datasets, posting to datasets, and managing Power BI assets.
Connect Microsoft Power BI#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_power_bi: {
type: "app",
app: "microsoft_power_bi",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.powerbi.com/v1.0/myorg/availableFeatures`,
headers: {
Authorization: `Bearer ${this.microsoft_power_bi.$auth.oauth_access_token}`,
},
})
},
})
Overview of Workbooks CRM#
The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.
Connect Workbooks CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workbooks_crm: {
type: "app",
app: "workbooks_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.workbooks.com/activity/tasks.api`,
headers: {
"Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
},
})
},
})
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