Microsoft Power BI and Ocean.io Integration

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Microsoft Power BI + Ocean.io integration

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Microsoft Power BI

Ocean.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and Ocean.io

Create a New Scenario to Connect Microsoft Power BI and Ocean.io

In the workspace, click the β€œCreate 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 Ocean.io will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Ocean.io, 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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Connect Microsoft Power BI

Sign In
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Run node once

Add the Ocean.io Node

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

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Ocean.io

Authenticate Ocean.io

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

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Configure the Microsoft Power BI and Ocean.io 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

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Run node once

Set Up the Microsoft Power BI and Ocean.io 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, Ocean.io, 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 β€œRun once” and triggering an event to check if the Microsoft Power BI and Ocean.io integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Ocean.io (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 Ocean.io

Ocean.io + Microsoft Power BI + Slack: When a new lead is identified in Ocean.io through a people search, update the corresponding sales dashboard in Power BI. Then, send a notification to the sales team in Slack with details about the new lead and a link to the updated dashboard.

Microsoft Power BI + Ocean.io + Salesforce: When a Power BI report on lead conversion is generated, search for matching prospects in Ocean.io. If a prospect is found, add them to a targeted campaign and update their contact record in Salesforce.

Microsoft Power BI and Ocean.io 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 Ocean.io

Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.

See how Latenode works

FAQ Microsoft Power BI and Ocean.io

How can I connect my Microsoft Power BI account to Ocean.io using Latenode?

To connect your Microsoft Power BI account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate lead scoring using Power BI insights?

Yes, you can! Latenode lets you trigger Ocean.io lead scoring based on Power BI data changes, improving lead prioritization and sales effectiveness through automated, data-driven workflows.

What types of tasks can I perform by integrating Microsoft Power BI with Ocean.io?

Integrating Microsoft Power BI with Ocean.io allows you to perform various tasks, including:

  • Updating lead scores in Ocean.io based on Power BI data analysis.
  • Triggering personalized outreach based on Power BI report insights.
  • Creating new Ocean.io contacts from analyzed Power BI dataset.
  • Alerting sales teams of hot leads based on Power BI dashboards.
  • Syncing Power BI reports with Ocean.io company data.

How does Latenode handle Microsoft Power BI data transformations?

Latenode offers no-code blocks and JavaScript functions, enabling powerful data transformations from Microsoft Power BI, creating highly customized automated processes.

Are there any limitations to the Microsoft Power BI and Ocean.io integration on Latenode?

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

  • Initial setup requires administrator privileges for both apps.
  • Complex Power BI reports may require optimized data extraction.
  • Data sync frequency depends on the API limits of both services.

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