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Power BI ConnectWise Integration using AI Agents

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

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
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Power BI Integrations
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 ConnectWise

ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.

ConnectWise Integrations
Simplify Power BI ConnectWise Integration with seamless setup

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

  • Triggers
  • Watch Apps

    Triggers when a app is updated

  • New Territory

    Triggers when a new territory is created.

  • New or Updated Contact

    Triggers when a contact is created or updated.

  • New or Updated Project

    Triggers when a new project is created or updated.

  • New or Updated Ticket

    Triggers when a new ticket ticket is created or updated.

  • 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 Company

    Creates a new company.

  • Create Contact

    Create a Contact.

  • Create Ticket

    Create a Ticket.

  • Create Ticket Note

    Create a Ticket Note

  • NOP

    Nop Connectwise

  • Update Company

    Update a company.

  • Update Ticket

    Update a Ticket.

How Power BI and ConnectWise 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 ConnectWise 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 ConnectWise.

    (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, 7:19 pm
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