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How to connect ClickUp + Power BI

Onlizer provides you with all required tools to setup connection and send info between ClickUp and Power BI automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect ClickUp and Power BI accounts

2

Integrate

Customize your ClickUp to Power BI integration

3

Launch

Run automation ClickUp + Power BI online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer BI

Connect ClickUp as data source and import data and insights with integration to Power BI and other BI services

Onlizer BI integrates data from your ClickUp to Power BI and other BI tools to analyze contacts, deals, tasks and other data on the fly, build dashboards and get insights quickly.

Onlizer BI integration setup

Onlizer Studio

Create customized individual integration of ClickUp to Power BI with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates ClickUp and Power BI with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case

ClickUp + Power BI integration ideas

Support or submit ClickUp and Power BI integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Sync WhatsApp and ClickUp chats
Upvote: 12
Create a new ClickUp task from WhatsApp message
Upvote: 7
Update ClickUp task from WhatsApp message
Upvote: 6
Create/update Canva from ClickUp task
Upvote: 6
Create new task in ClickUP from Apple Reminders
Upvote: 4
2-way sync between Apple Calendar & ClickUp tasks
Upvote: 4
2-way sync between TestRail and ClickUp
Upvote: 4
2-way sync of Evernote notes and ClickUp tasks
Upvote: 4
Create/update ClickUp task from Canva data
Upvote: 3
Add attachment from Canva to ClickUp task
Upvote: 3

Explore ClickUp and Power BI integration features

You can easy create integration for ClickUp and Power BI using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Task created in ClickUp

Trigger activates when new task was created in ClickUp workspace

Try trigger Trigger
Task upcoming in ClickUp

Trigger activates when task due time coming and you need to send reminder

Try trigger Trigger
Comment added to task in ClickUp

Trigger activates when comment was added to task

Try trigger Trigger
Task assignee changed in ClickUp

Trigger activates when task assignee changed

Try trigger Trigger
Task moved into status in ClickUp

Trigger activates when task was moved to specific status

Try trigger Trigger
Export Report To PDF in Power BI

Exports Power BI Report as PDF file daily at selected time

Try trigger Trigger
Export report to PNG in Power BI

Exports selected Power BI report to one or multiple PNG images. Specific export schedule can be specified

Try trigger Trigger
Create task in ClickUp

Creates a new task in a specific list (board)

Try action Action
Update task in ClickUp

Updates a specific task by its ID

Try action Action
Change task status in ClickUp

Changes task status. Task status can be changed only inside original list. If target status list differs from task list no action will performed

Try action Action
Add assignee to task in ClickUp

Adds one or more assignee to task

Try action Action
Add attachment to task in ClickUp

Uploads attachment to task

Try action Action
Connect data source in Power BI

Allows to connect service data source connected with Onlizer BI to Microsoft Power BI

Try action Action
Export report to PDF in Power BI

Exports Power BI Report as PDF file

Try action Action
Get reports in Power BI

Returns basic information about reports in selected workspace

Try action Action
Get workspaces in Power BI

Returns workspaces list

Try action Action

FAQ

Connect ClickUp and Power BI in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for ClickUp and Power BI to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect ClickUp and Power BI accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for ClickUp to Power BI online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect ClickUp and Power BI seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Power BI when event occured in ClickUp or when data changed in Power BI to perform action in ClickUp. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like ClickUp and Power BI to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect ClickUp and Power BI with 300+ services like: