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Visualize Pipefy data in Microsoft Power BI dashboards to track project progress and team performance. Latenode's visual editor and affordable execution-based pricing make it easier and cheaper to build fully customized reporting workflows.
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Create a New Scenario to Connect Pipefy and Microsoft Power BI
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 Pipefy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipefy or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Pipefy or Microsoft Power BI, and select the appropriate trigger to start the scenario.
Add the Pipefy Node
Select the Pipefy node from the app selection panel on the right.
Pipefy
Add the Microsoft Power BI Node
Next, click the plus (+) icon on the Pipefy node, select Microsoft Power BI from the list of available apps, and choose the action you need from the list of nodes within Microsoft Power BI.
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Microsoft Power BI
Authenticate Microsoft Power BI
Now, click the Microsoft Power BI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Power BI settings. Authentication allows you to use Microsoft Power BI through Latenode.
Configure the Pipefy and Microsoft Power BI 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 Pipefy and Microsoft Power BI 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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Microsoft Power BI
Trigger on Webhook
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Pipefy
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pipefy, Microsoft Power BI, 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 Pipefy and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Pipefy and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipefy + Microsoft Power BI + Slack: When a card moves to the 'Done' phase in Pipefy, this automation updates a specific dataset in Power BI and sends a message to a designated Slack channel to notify the team of the completed task.
Microsoft Power BI + Pipefy + Google Sheets: When a new dataset is created in Power BI, this automation creates a card in a specified Pipefy pipe and logs the creation event, including details of the dataset, into a Google Sheet.
About Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI β without step limits or vendor lock-in.
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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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How can I connect my Pipefy account to Microsoft Power BI using Latenode?
To connect your Pipefy account to Microsoft Power BI on Latenode, follow these steps:
Can I visualize Pipefy data in Power BI dashboards?
Yes, you can! Latenode's integration enables seamless data transfer, so you can build insightful dashboards in Power BI based on your Pipefy workflows, uncovering key performance indicators.
What types of tasks can I perform by integrating Pipefy with Microsoft Power BI?
Integrating Pipefy with Microsoft Power BI allows you to perform various tasks, including:
What Pipefy data can I access through Latenode?
Latenode allows access to Pipefy cards, fields, attachments, members, phases, and other data, empowering comprehensive workflow automation.
Are there any limitations to the Pipefy and Microsoft Power BI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: