Microsoft Power BI and Veeva CRM integrations and automations

Seamlessly connect Microsoft Power BI and Veeva CRM. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM

    • Any other trigger you can think up

Actions

Do this…

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

    • Any other action you can think up

Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects Batch
    Get related object list in Veeva CRM
  • Search objects Batch
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo