Bitrix24 and Microsoft Power BI Integration

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Combine Bitrix24 CRM data with Microsoft Power BI reports to visualize sales performance and customer behavior. Latenode’s visual editor and affordable pricing let you build complex, scalable dashboards without code, enhancing data-driven decisions.

Bitrix24 + Microsoft Power BI integration

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Bitrix24

Microsoft Power BI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bitrix24 and Microsoft Power BI

Create a New Scenario to Connect Bitrix24 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 Bitrix24, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitrix24 or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Bitrix24 or Microsoft Power BI, and select the appropriate trigger to start the scenario.

Add the Bitrix24 Node

Select the Bitrix24 node from the app selection panel on the right.

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Bitrix24

Configure the Bitrix24

Click on the Bitrix24 node to configure it. You can modify the Bitrix24 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Microsoft Power BI Node

Next, click the plus (+) icon on the Bitrix24 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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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.

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Configure the Bitrix24 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.

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Run node once

Set Up the Bitrix24 and Microsoft Power BI Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Bitrix24, 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 Bitrix24 and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Bitrix24 and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Bitrix24 and Microsoft Power BI

Bitrix24 + Google Sheets + Microsoft Power BI: When a new deal is created in Bitrix24, the deal information is added to a Google Sheet. This Google Sheet is then used as a data source for Microsoft Power BI to visualize sales data.

Microsoft Power BI + Bitrix24 + Slack: Power BI gets data from Bitrix24 and when a new dataset is created, a notification is sent to a Slack channel. This setup enables alerts for new trends.

Bitrix24 and Microsoft Power BI integration alternatives

About Bitrix24

Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.

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.

See how Latenode works

FAQ Bitrix24 and Microsoft Power BI

How can I connect my Bitrix24 account to Microsoft Power BI using Latenode?

To connect your Bitrix24 account to Microsoft Power BI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Bitrix24 and click on "Connect".
  • Authenticate your Bitrix24 and Microsoft Power BI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate lead data analysis using Bitrix24 and Microsoft Power BI integration?

Yes, you can. Latenode's visual editor makes it simple to send Bitrix24 lead data to Power BI for instant analysis, improving sales insights.

What types of tasks can I perform by integrating Bitrix24 with Microsoft Power BI?

Integrating Bitrix24 with Microsoft Power BI allows you to perform various tasks, including:

  • Automatically updating Power BI dashboards with new Bitrix24 CRM data.
  • Creating real-time sales performance reports using Bitrix24 deal stages.
  • Tracking marketing campaign effectiveness based on Bitrix24 lead sources.
  • Generating custom reports on customer interactions from Bitrix24 tasks.
  • Visualizing key performance indicators (KPIs) from Bitrix24 activity data.

How can I trigger Power BI data refreshes from Bitrix24 events?

Latenode allows you to trigger Power BI data refreshes when new leads are created in Bitrix24, ensuring up-to-date reports.

Are there any limitations to the Bitrix24 and Microsoft Power BI integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data synchronization may take time depending on data volume.
  • Real-time updates are subject to API request limits of both platforms.
  • Complex custom fields may require custom JavaScript transformations.

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