Microsoft Power BI and Mautic Integration

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Unify marketing data by sending Mautic contacts and campaign results to Microsoft Power BI. Latenode’s visual editor and affordable execution pricing make custom reporting easier. Enhance with JavaScript code when needed.

Microsoft Power BI + Mautic integration

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Microsoft Power BI

Mautic

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and Mautic

Create a New Scenario to Connect Microsoft Power BI and Mautic

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 Microsoft Power BI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Power BI or Mautic will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Mautic, 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.

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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.

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Sign In

Run node once

Add the Mautic Node

Next, click the plus (+) icon on the Microsoft Power BI node, select Mautic from the list of available apps, and choose the action you need from the list of nodes within Mautic.

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Mautic

Authenticate Mautic

Now, click the Mautic node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mautic settings. Authentication allows you to use Mautic through Latenode.

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Configure the Microsoft Power BI and Mautic 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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The action ID

Run node once

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

Most powerful ways to connect Microsoft Power BI and Mautic

Microsoft Power BI + Microsoft Excel + Mautic: When a Power BI report is copied, the data is extracted and added to an Excel table. This table data is then used to update contact information in Mautic.

Mautic + Microsoft Power BI + Google Sheets: When a contact's points change in Mautic, this data is visualized in a Power BI dashboard and also archived in a Google Sheet.

Microsoft Power BI and Mautic integration alternatives

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.

About Mautic

Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.

See how Latenode works

FAQ Microsoft Power BI and Mautic

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

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

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

Can I visualize Mautic data in Power BI dashboards?

Yes, you can! Latenode simplifies data transfer, allowing you to create insightful dashboards in Microsoft Power BI using your Mautic marketing data for better campaign analysis and reporting.

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

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

  • Automatically updating Power BI dashboards with new Mautic contact data.
  • Triggering Mautic campaigns based on insights from Power BI reports.
  • Analyzing marketing campaign performance and ROI within Power BI.
  • Creating custom reports on Mautic contact engagement using Power BI.
  • Visualizing Mautic lead scoring data in Power BI for sales insights.

How does Latenode handle data security between Microsoft Power BI and Mautic?

Latenode employs secure data encryption and authentication protocols, ensuring the safe transfer of information between Microsoft Power BI and Mautic while complying with data privacy standards.

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

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

  • Real-time data synchronization may be subject to API request limits.
  • Complex data transformations may require JavaScript coding in Latenode.
  • Historical data import from Mautic to Microsoft Power BI might require batch processing.

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