Qwilr and Microsoft Power BI Integration

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Visualize Qwilr proposal data in Microsoft Power BI for enhanced sales insights. Latenode’s visual editor simplifies data transformation, and affordable pricing makes advanced analytics accessible for any team. Automate reporting, track KPIs, and improve close rates.

Qwilr + Microsoft Power BI integration

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Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Qwilr and Microsoft Power BI

Create a New Scenario to Connect Qwilr and Microsoft Power BI

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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Qwilr or Microsoft Power BI, and select the appropriate trigger to start the scenario.

Add the Qwilr Node

Select the Qwilr node from the app selection panel on the right.

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Configure the Qwilr

Click on the Qwilr node to configure it. You can modify the Qwilr URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Microsoft Power BI Node

Next, click the plus (+) icon on the Qwilr 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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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.

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Configure the Qwilr 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.

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Run node once

Set Up the Qwilr and Microsoft Power BI 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 Qwilr, Microsoft Power BI, 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 Qwilr and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Qwilr and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Qwilr and Microsoft Power BI

Qwilr + Google Sheets + Microsoft Power BI: When a Qwilr proposal is accepted, the data is added to a Google Sheet. This sheet is then used to update a Microsoft Power BI dataset, allowing for real-time tracking of proposal outcomes.

Microsoft Power BI + Qwilr + Slack: Microsoft Power BI monitors Qwilr proposal data. When a significant change in the acceptance rate is detected using Power BI's data analysis capabilities, a notification is sent to a designated Slack channel.

Qwilr and Microsoft Power BI integration alternatives

About Qwilr

Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.

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.

See how Latenode works

FAQ Qwilr and Microsoft Power BI

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

To connect your Qwilr account to Microsoft Power BI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Qwilr and click on "Connect".
  • Authenticate your Qwilr and Microsoft Power BI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I visualize Qwilr sales data in Power BI dashboards?

Yes, you can! Latenode's flexible data transformation tools enable you to seamlessly send Qwilr data to Power BI, creating insightful sales dashboards automatically.

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

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

  • Automatically updating Power BI dashboards with new Qwilr quote data.
  • Triggering Power BI report generation when a Qwilr proposal is accepted.
  • Tracking quote conversion rates from Qwilr within Power BI.
  • Sending Qwilr data to Power BI for advanced sales forecasting.
  • Creating custom reports in Power BI using Qwilr data combined with other sources.

HowdoesLatenodehandleQwilrdatasyntoforPowerBIreportgeneration?

Latenode provides robust data mapping and transformation features, ensuring seamless data transfer from Qwilr to Power BI for accurate reporting.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time data synchronization depends on the Qwilr and Microsoft Power BI API limits.
  • Historical Qwilr data migration to Power BI may require a separate workflow.

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