Microsoft Power BI and Sendy Integration

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Microsoft Power BI + Sendy integration

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Sendy

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and Sendy

Create a New Scenario to Connect Microsoft Power BI and Sendy

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 Sendy will be your first step. To do this, click "Choose an app," find Microsoft Power BI or Sendy, 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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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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Run node once

Add the Sendy Node

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

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Authenticate Sendy

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

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Configure the Microsoft Power BI and Sendy 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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Set Up the Microsoft Power BI and Sendy 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, Sendy, 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 Sendy integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and Sendy (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 Sendy

Sendy + Google Sheets: When a new row is added to Google Sheets, indicating a new campaign was launched, the automation creates a corresponding campaign in Sendy.

Sendy + Power BI + Slack: Triggered by a new row being added to Google Sheets, signifying updated Power BI metrics, the automation retrieves the updated active subscriber count from Sendy and sends a notification to a designated Slack channel.

Microsoft Power BI and Sendy 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 Sendy

Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.

See how Latenode works

FAQ Microsoft Power BI and Sendy

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

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

Can I automatically update Power BI dashboards from Sendy campaign data?

Yes, you can! Latenode's visual editor makes it easy to send Sendy stats to Microsoft Power BI, automating your reporting and freeing up valuable time.

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

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

  • Visualizing Sendy campaign performance in real-time Power BI dashboards.
  • Automatically updating sales reports based on email engagement.
  • Triggering Sendy campaigns from Power BI data insights.
  • Analyzing customer segments in Power BI based on Sendy list data.
  • Creating custom metrics in Power BI using Sendy data and calculations.

How secure is the Microsoft Power BI integration with Latenode?

Latenode uses secure authentication protocols and encryption to protect your data when connecting Microsoft Power BI.

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

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

  • Complex data transformations may require JavaScript or AI blocks.
  • Real-time data updates depend on API request limits from both apps.
  • Historical data import might need batch processing.

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