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Customize your Microsoft Power BI and Pipedrive integration with the following
triggers and actions.
Triggers
When this happens…
Pipedrive
- New objectNew object in Pipedrive
- New or Updated objectNew or Updated object in Pipedrive
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
Pipedrive
- Custom actionCustom action in Pipedrive (Custom)
- Create activityCreate activity in Pipedrive
- Create dealCreate deal in Pipedrive
- Create noteCreate note in Pipedrive
- Create organizationCreate organization in Pipedrive
- Get deal related products BatchGet products from the deal in Pipedrive
- Get object BatchGet object from PipeDrive
- Update dealUpdate deal in Pipedrive
- Update organizationUpdate organization in Pipedrive
- Update personUpdate person in Pipedrive
Any other action you can think up
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