Connect and Integrate
Power BI with Vitally

Connect Power BI to Vitally and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Power BI and Vitally

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Select a trigger in Power BI

Choose an event in Power BI like “Dashboard Updated,” to set off your automation.

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Automate an Action in Vitally

Connect your Vitally account and select an action like “Take action in Vitally” to make your work flow.

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Customize the Workflow

Build your Power BI - Vitally automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Power BI and Vitally
to Automate these Workflows

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About Power BI

Power BI is used for data visualization by Microsoft to transforms raw data into interactive dashboards and reports. It smoothly integrates with various data sources and offers tools for data modeling, visualization, and analytics. Power BI helps organizations make data-driven decisions through real-time insights in an easy-to-understand format.
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About Vitally

Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.
Learn more