Microsoft Power BI and WhatConverts Integration

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Microsoft Power BI + WhatConverts integration

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Microsoft Power BI

WhatConverts

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Power BI and WhatConverts

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.

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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

Run node once

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.

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Microsoft Power BI

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WhatConverts

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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.

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WhatConverts Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Microsoft Power BI and WhatConverts 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, 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.

Most powerful ways to connect Microsoft Power BI and WhatConverts

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.

Microsoft Power BI and WhatConverts 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 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.

See how Latenode works

FAQ Microsoft Power BI and WhatConverts

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:

  • 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 WhatConverts accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Visualize lead attribution data from WhatConverts in Power BI reports.
  • Automatically update Power BI dashboards with new lead data.
  • Create custom reports combining marketing and sales data.
  • Trigger alerts in Power BI based on WhatConverts lead activity.
  • Analyze call tracking data to improve marketing campaigns.

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:

  • Data transfer is subject to the API limits of Microsoft Power BI and WhatConverts.
  • Complex data transformations might require advanced JavaScript coding skills.
  • Real-time data updates depend on the polling frequency configured in Latenode.

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