Do everything in one place
Customize your Microsoft Power BI and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Actions
Do this…
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
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work