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Power BI Wealthbox CRM Integration using AI Agents

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

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  • 7 days free trial
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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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations
Simplify Power BI Wealthbox CRM Integration with seamless setup

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

  • Triggers
  • Watch Apps

    Triggers when a app is updated

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • 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.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Power BI and Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM.

    (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, 7:11 pm
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