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Create a New Scenario to Connect Microsoft Power BI and Cloze
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Power BI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Power BI or Cloze will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Cloze, and select the appropriate trigger to start the scenario.
Add the Microsoft Power BI Node
Select the Microsoft Power BI node from the app selection panel on the right.
Microsoft Power BI
Configure the Microsoft Power BI
Click on the Microsoft Power BI node to configure it. You can modify the Microsoft Power BI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cloze Node
Next, click the plus (+) icon on the Microsoft Power BI node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Microsoft Power BI
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Cloze
Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Microsoft Power BI and Cloze 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 Microsoft Power BI and Cloze 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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Cloze
Trigger on Webhook
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Microsoft Power BI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft Power BI, Cloze, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Microsoft Power BI and Cloze integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Microsoft Power BI + Cloze + Microsoft Teams: When a Power BI report is updated, add a communication record to the relevant contact's timeline in Cloze and notify the team in Microsoft Teams.
Cloze + Google Sheets + Microsoft Power BI: When a project stage changes in Cloze, update a row in Google Sheets. This Google Sheet can then be used as a data source for Power BI to visualize sales progress.
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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About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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How can I connect my Microsoft Power BI account to Cloze using Latenode?
To connect your Microsoft Power BI account to Cloze on Latenode, follow these steps:
Can I automatically update Cloze deals based on Power BI data?
Yes! Latenode lets you trigger Cloze updates based on real-time insights from Power BI. Improve deal accuracy and sales efficiency with automated data syncing.
What types of tasks can I perform by integrating Microsoft Power BI with Cloze?
Integrating Microsoft Power BI with Cloze allows you to perform various tasks, including:
How does Latenode handle data security for Power BI and Cloze?
Latenode uses secure protocols and encryption to ensure your Power BI and Cloze data is protected during integration and automation workflows.
Are there any limitations to the Microsoft Power BI and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: