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Create a New Scenario to Connect ActiveCampaign and Microsoft Power BI
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or Microsoft Power BI will be your first step. To do this, click "Choose an app," find ActiveCampaign or Microsoft Power BI, and select the appropriate trigger to start the scenario.
Add the ActiveCampaign Node
Select the ActiveCampaign node from the app selection panel on the right.
ActiveCampaign
Configure the ActiveCampaign
Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Power BI Node
Next, click the plus (+) icon on the ActiveCampaign node, select Microsoft Power BI from the list of available apps, and choose the action you need from the list of nodes within Microsoft Power BI.
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Microsoft Power BI
Authenticate Microsoft Power BI
Now, click the Microsoft Power BI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Power BI settings. Authentication allows you to use Microsoft Power BI through Latenode.
Configure the ActiveCampaign and Microsoft Power BI Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ActiveCampaign and Microsoft Power BI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Power BI
Trigger on Webhook
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ActiveCampaign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ActiveCampaign, Microsoft Power BI, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ActiveCampaign and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between ActiveCampaign and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ActiveCampaign + Google Sheets + Microsoft Power BI: When a contact is added to a list in ActiveCampaign, their information is added to a Google Sheet. This sheet is then used as a data source for a Power BI dashboard, allowing for real-time campaign performance tracking.
ActiveCampaign + Microsoft Power BI + Slack: When a contact's deal is updated in ActiveCampaign, Power BI retrieves report data to create a summary of the updated lead score. A daily summary of lead score updates is then sent to a dedicated Slack channel to alert the sales team.
About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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About Microsoft Power BI
Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.
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How can I connect my ActiveCampaign account to Microsoft Power BI using Latenode?
To connect your ActiveCampaign account to Microsoft Power BI on Latenode, follow these steps:
Can I automatically visualize new ActiveCampaign contacts in Power BI?
Yes, you can! Latenode enables real-time data synchronization, instantly visualizing new contacts in Power BI dashboards, providing up-to-date insights and improved reporting.
What types of tasks can I perform by integrating ActiveCampaign with Microsoft Power BI?
Integrating ActiveCampaign with Microsoft Power BI allows you to perform various tasks, including:
HowdoIhandlelargeActiveCampaignlistswhenusingPowerBIonLatenode?
Latenode efficiently handles large ActiveCampaign lists, processing data in chunks and leveraging server-side JavaScript for scalable data transformation.
Are there any limitations to the ActiveCampaign and Microsoft Power BI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: