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Create a New Scenario to Connect Microsoft Power BI and Ocean.io
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 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.
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 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.
Microsoft Power BI
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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.
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.
Set Up the Microsoft Power BI and Ocean.io 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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Ocean.io
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, Ocean.io, 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 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.
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.
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 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.
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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:
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:
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: