Microsoft Power BI and Monday integration + automation

Microsoft Power BI and Monday integrations couldn’t be easier with the Tray Platform’s robust Microsoft Power BI and Monday connectors, which can connect to any service without the need for separate integration tools.

Popular Microsoft Power BI and Monday integrations

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Microsoft Power BI

Uses

All

Connector type

Tray Connector

Triggers

None

Operations

Create push dataset, Delete dataset, List push datasets, Push rows

Monday

Uses

All

Connector type

Tray Connector

Triggers

None

Operations

Archive board, Archive item, Create board, Create column, Create group, Create item, Create notification, Create tag, Create update, Delete itemShow all

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With the Tray platform you can connect any web service

Easy monday.com + Power BI integrations

Stand up custom monday.com + Power BI integrations using the low-code Tray Platform. Business users can easily use our drag-and-drop builder to connect their project management tool, business analytics platform, and any other data source, no additional IT support needed. Take control of your data and amplify team collaboration with powerful custom integrations.

Even if you don’t have extensive technical experience, anyone can become an integrations expert using our monday.com + Power BI connectors. Freely flow data for project boards and analytics across any data source, including flat files (such as CSV), email, FTP, webhooks, and any other cloud software, even using data within custom fields.

Our platform also gives you the power to deploy custom monday.com + Power BI automation. Now, you can shatter communication silos and get crystal clear visibility into your analytics. With dynamic multi-step workflows, minimize the hours of manual work and shift gears to higher-level strategic projects. Maximize your productivity, get actionable insights into your data, and scale mission-critical processes using the Tray Platform.

Unlimited monday.com + Power BI automation

Our platform’s unmatched connectivity means integrations happen at the API level. Stand up bi-directional syncs between monday.com, Power BI, and any other cloud-based tool in your tech stack, such as your CRM, marketing automation platform, helpdesk, collaboration tool, accounting software, data warehouse, and more. Now, you can orchestrate powerful multi-step workflows between any number of apps you choose to connect.

Anyone in sales, marketing, customer support, business operations, HR, and many other teams across the organization can rapidly build custom monday.com + Power BI automation using the Tray Platform. You can automatically import project board data to create tables and rich dashboards. You can generate real-time reports that update on a scheduled cadence. Or, you can dynamically extract, transform, and load (ETL) project data into Power BI.

You can design custom-tailored automation that meets any business case using our platform’s full suite of pre-built connectors, data helpers, and custom logic operators. Integrate and automate without limits on the Tray Platform.

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Next-level monday.com + Power BI use cases

While business users love the Tray Platform’s ease-of-use, power users love using our platform to run robust data jobs that manage massive volumes of data every day. Thanks to our elastic, serverless architecture, we scale all your workflows, however your data needs may change in the future.

Unlock more actionable metrics and get everyone on the same page with next-level monday.com + Power BI automation. Get full-funnel visibility into your sales pipeline by flowing CRM and project data such as contacts, opportunities, deal size, territories, and more to create unified sales dashboards. Measure the success of your marketing campaigns siloed across multiple sources and track KPIs such as MQLs, lead source, conversions, lifetime value, and market share. Or, generate a complete snapshot of team performance by bi-directionally syncing monday.com, Power BI, and your data warehouse and pull business-critical data anytime, anywhere. The Tray Platform can automate any use case since we also connect with popular tools, including Salesforce, HubSpot, Microsoft Teams, ServiceNow, Pipedrive, Slack, QuickBooks, and many others.

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