eTapestry and Microsoft Power BI integrations and automations

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Customize your eTapestry and Microsoft Power BI integration with the following triggers and actions.

Triggers

When this happens…

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry

    • Any other trigger you can think up

Actions

Do this…

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry

    • Any other action you can think up

Microsoft Power BI
  • Add rows (batch)
    Add Rows to a specific dataset tables in Power BI
  • Create record
    Create record in Power BI
  • Custom action
    Custom action in Power BI
  • Delete record
    Delete record in Power BI
  • Download report
    Download Report in Power BI
  • Get record
    Get record by ID in Power BI
  • Search record
    Search records in Power BI
  • Update record
    Update record in Power BI
  • Upload file
    Upload PBIX file in Power BI

    • Any other action you can think up

  • Show all 9

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Pre-built eTapestry and Microsoft Power BI Automations

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