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Create a New Scenario to Connect Bexio 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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Bexio or Microsoft Power BI, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
Bexio
Add the Microsoft Power BI Node
Next, click the plus (+) icon on the Bexio 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 Bexio 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 Bexio 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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Bexio
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bexio, 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 Bexio and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Bexio and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bexio + Google Sheets + Microsoft Power BI: When a new sales invoice is created in Bexio, its details are added as a new row in Google Sheets. Then, Microsoft Power BI retrieves the data from Google Sheets to update sales dashboards.
Microsoft Power BI + Bexio + Slack: When a Power BI dashboard's tile value exceeds a predefined target, fetch related sales data from Bexio and send a notification to a designated Slack channel to alert the sales team.
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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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 Bexio account to Microsoft Power BI using Latenode?
To connect your Bexio account to Microsoft Power BI on Latenode, follow these steps:
Can I automate report generation based on new Bexio invoices?
Yes, you can! Latenode lets you trigger Power BI report updates from new Bexio invoices. Gain instant insights and automated financial overviews with zero coding.
What types of tasks can I perform by integrating Bexio with Microsoft Power BI?
Integrating Bexio with Microsoft Power BI allows you to perform various tasks, including:
Howsecureisdata transferred between Bexio and Microsoft Power BI?
Latenode employs robust encryption and security protocols during data transfer. Your data is protected, with options for advanced security via custom JavaScript functions.
Are there any limitations to the Bexio and Microsoft Power BI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: