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Customize your eTapestry and Microsoft Power BI integration with the following
triggers and actions.
Triggers
When this happens…
eTapestry
- Account createdAccount created in eTapestry
- Account updatedAccount updated in eTapestry
Any other trigger you can think up
Actions
Do this…
eTapestry
- Add accountAdd new account in eTapestry
- Add contactAdd new contact in eTapestry
- Add giftAdd new gift in eTapestry
- Search accounts BatchSearch accounts in eTapestry
- Update accountUpdate account in eTapestry
Any other action you can think up
Microsoft Power BI
- Custom actionCustom action in (Custom)
- Add rows to a table BatchAdd Rows to a specific dataset table in Power BI
- Create recordCreate record in Power BI
- Delete recordDelete record in Power BI
- Download reportDownload Report in Power BI
- Get record detailsGet record by ID in Power BI
- List recordsList records in Power BI
- Search recordsSearch records in Power BI
- Update recordUpdate record in Power BI
- Upload PBIX fileUpload PBIX file in Power BI
Any other action you can think up
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