Power BI CloudTalk Integration using AI Agents

Appy Pie Automate allows you to Integrate Power BI with CloudTalk using AI Agents

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  • Lightning Fast Setup
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About Power BI

Microsoft Power BI is an interactive data visualization software product developed by Microsoft with a primary focus on business intelligence. It is part of the Microsoft Power Platform

About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations
Simplify Power BI CloudTalk Integration with seamless setup

Easily set up Power BI CloudTalk Integration without coding. Start automating your workflows and Integrate Power BI with CloudTalk today.

  • Triggers
  • Watch Apps

    Triggers when a app is updated

  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • Actions
  • Copy a Report

    Copies an existing report.

  • Create Dashboard

    Creates a Dashboard in group

  • Delete a Report

    Delete a Report

  • Delete a dataset

    Delete a dataset

  • Get a Dashboard

    Gets metadata of a specified dashboard.

  • Get a Dashboard Tile

    Get a Dashboard Tile

  • Get a Dataset

    Gets metadata of a specified dataset.

  • Get a Report

    Gets metadata of a specified report.

  • Get an App

    Gets metadata of a specified app.

  • Get an App Dashboard

    Gets metadata of a specified app's dashboard.

  • Get an Apps Report

    Gets metadata of a specified app's report.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

How Power BI and CloudTalk Integrations Work

  1. Step 1: Choose Power BI as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick CloudTalk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Power BI to CloudTalk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 7:07 pm
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