Connect Heap and
Power BI with AI

Sync Heap's auto-captured user interaction data directly into Power BI dashboards and reports. Stop manually exporting behavioral data, wrestling with CSVs, or building custom ETL pipelines to visualize product analytics.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync Heap event data to Power BI datasets for real-time dashboards

Automatically stream user interaction events, session data, and behavioral metrics from Heap into Power BI datasets. Keep product usage dashboards current without scheduled exports or data warehouse intermediaries. Update executive KPI reports as users engage with your product.

Build conversion funnel reports from Heap segments in Power BI

Pull Heap user segments and funnel data into Power BI for cross-functional reporting. Combine behavioral conversion metrics with business data from CRM and marketing tools. Create unified dashboards that show how product usage drives revenue outcomes.

Push retroactive Heap session analysis into Power BI visualizations automatically

When product teams define new events or segments retroactively in Heap, automatically refresh corresponding Power BI reports. Eliminate the manual step of re-exporting historical data when analysis requirements change. Keep stakeholder dashboards aligned with evolving product questions.

Enrich Power BI customer tables with Heap behavioral interaction scores

Append user engagement metrics, feature adoption indicators, and product activity scores from Heap to customer records in Power BI. Combine transactional business data with behavioral context. Enable account teams to identify at-risk customers based on declining product usage.

Alert product teams when Power BI metric thresholds trigger Heap deep-dives

When business metrics in Power BI cross critical thresholds, automatically query Heap for related user behavior patterns. Trigger investigation workflows that pull relevant session replays and interaction data. Connect the what in dashboards to the why in user behavior.

Archive Heap interaction data snapshots when Power BI reports are published

Capture point-in-time Heap behavioral data whenever quarterly or monthly Power BI reports are finalized. Maintain audit trails of the underlying interaction metrics behind published dashboards. Enable historical comparison of how user behavior evolved across reporting periods.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Heap and Power BI with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both Heap's auto-captured event schemas and Power BI's dataset structures, so you can connect behavioral analytics to business intelligence without data engineering overhead.

AI that speaks both Heap events and Power BI models

Redbird's AI automatically maps Heap's interaction events, session properties, and user attributes to Power BI table schemas and relationships. It understands how Heap captures unstructured behavioral data and transforms it into structured datasets Power BI can model. Whether you're syncing individual click events, aggregated funnel metrics, or retroactive segment definitions, Redbird handles schema evolution, data type conversions, and incremental updates without custom scripts or transformation logic.

Auto-map Heap events to Power BI tables
Handle retroactive event definitions
Transform nested interaction data
Manage incremental behavioral syncs
10×

faster than building Heap-to-Power BI ETL pipelines manually

No data warehouse staging, custom Python scripts, or scheduled export jobs required

Auto-generated reports

Redbird can pull from Heap and Power BI simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Heap or Power BI.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Heap into Power BI, or from Power BI back into Heap. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any user interaction in Heap or any dashboard change in Power BI.

Heap
Triggers & Actions
Trigger

New event type captured

Fires when Heap begins auto-capturing a new user interaction pattern across your product.

Trigger

User segment updated

Triggers when a defined behavioral segment in Heap changes membership or criteria.

Trigger

Conversion funnel threshold crossed

Activates when funnel completion or drop-off rates move beyond specified boundaries.

Action

Create retroactive event definition

Define new events in Heap that apply to historical interaction data already captured.

Action

Update user segment rules

Modify behavioral segment criteria in Heap based on insights from other systems.

Action

Tag sessions with metadata

Append custom properties to Heap sessions for enhanced analysis and reporting context.

Power BI
Triggers & Actions
Trigger

Dataset refreshed

Fires when a Power BI dataset completes a scheduled or manual refresh operation.

Trigger

Report published to workspace

Triggers when a new or updated Power BI report is published to a shared workspace.

Trigger

Dashboard metric threshold crossed

Activates when visualized KPIs exceed or fall below configured alert conditions.

Action

Update dataset rows

Push new records or update existing rows in Power BI datasets via API or streaming endpoints.

Action

Refresh specific dataset

Trigger on-demand refresh of a Power BI dataset to reflect latest source data changes.

Action

Create calculated table

Programmatically add or modify calculated tables in Power BI data models for new metrics.

Heap
+
Power BI

Ready to connect your stack?

Stop exporting Heap data manually to build Power BI reports. Redbird AI syncs user behavior analytics directly into your dashboards, so product and business teams always work from the same behavioral truth.

Get started → Book a demo