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Customize your Microsoft Power BI and Zoho Invoice integration with the following
triggers and actions.
Triggers
When this happens…
Zoho Invoice
- New estimateNew estimate in Zoho Invoice
- New invoiceNew invoice in Zoho Invoice
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
Zoho Invoice
- Custom actionCustom action in Zoho Invoice (Custom)
- Create estimateCreate estimate in Zoho Invoice
- Create invoiceCreate invoice in Zoho Invoice
- Search items BatchSearch items in Zoho Invoice
Any other action you can think up
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