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Create a New Scenario to Connect Microsoft Power BI and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Microsoft Power BI or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Microsoft Power BI node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
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WhatConverts
Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Microsoft Power BI and WhatConverts 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 WhatConverts 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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WhatConverts
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, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Microsoft Power BI and WhatConverts (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
WhatConverts + Google Sheets + Microsoft Power BI: When a new lead is registered in WhatConverts, the lead details are added to a Google Sheet. This sheet serves as a data source for Microsoft Power BI to visualize marketing lead sources and track performance.
WhatConverts + Microsoft Power BI + Slack: When a new lead is created in WhatConverts, the data is added to a Microsoft Power BI dataset. If the Power BI report identifies the lead as high-value based on predefined criteria, a message is sent to a designated Slack channel to alert the marketing team.
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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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How can I connect my Microsoft Power BI account to WhatConverts using Latenode?
To connect your Microsoft Power BI account to WhatConverts on Latenode, follow these steps:
Can I track marketing ROI using Power BI and WhatConverts?
Yes, easily! Latenode's visual editor lets you send WhatConverts data to Power BI for advanced ROI dashboards, even with custom JavaScript or AI-powered analysis.
What types of tasks can I perform by integrating Microsoft Power BI with WhatConverts?
Integrating Microsoft Power BI with WhatConverts allows you to perform various tasks, including:
Can I use custom JavaScript with Microsoft Power BI in Latenode?
Yes! Latenode allows custom JavaScript code within your workflows for advanced data transformations and calculations, enhancing Power BI integrations.
Are there any limitations to the Microsoft Power BI and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: