STEP 1
Connect Microsoft Reports and ProfitWell
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Microsoft Reports and ProfitWell Integration
Integrate Microsoft Reports and ProfitWell and automate analytics work. Actions from Microsoft Reports app can update information in ProfitWell - exactly how you set them in visual workflow builder. You can craft workflows how your business process needs with AI, and no coding skills required.
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Learn about Microsoft Reports and ProfitWell
Detailed info you need to know about Microsoft Reports and ProfitWell integrations in WEXTL. Explore which modules apps support and how you connect them.
Microsoft Reports
Microsoft Graph reports for directory and usage analytics. [5]
ProfitWell
Subscription metrics and revenue analytics, now part of Paddle. [6]
How to connect Microsoft Reports to ProfitWell
Set up your Microsoft Reports and ProfitWell integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Microsoft Reports and ProfitWell nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Microsoft Reports and ProfitWell. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Microsoft Reports and ProfitWell work in WEXTL?
WEXTL exposes actions and triggers for Microsoft Reports and ProfitWell that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Microsoft Reports actionsProfitWell actions
Microsoft Reports modules
- List Directory AuditsLists directory audits.
- List Relying Parties InformationGet a summary of AD FS relying parties information.
- List User RegsitrationGet a list of the authentication methods registered for a user.
- Make an API CallPerform an arbitrary authorized API request.
- Retrieve a User Registration DetailsRequest a single user registration details object.
- Retrieve User FeaturesGet the number of users capable of multi-factor authentication, self-service password reset, and passwordless authentication.
- Retrieve User Registration MethodsGet the number of users registered for each authentication method.
- Retrieve User Registration Methods (Clone)Get the number of users registered for each authentication method.
ProfitWell modules
- Anonymize CustomerPermanently anonymizes a customer's personal data for GDPR.
- Anonymize Customer by EmailPermanently anonymizes the customer with a given email address for GDPR.
- Churn SubscriptionMarks a subscription as churned on a given date in ProfitWell.
- Create Customer EventRecords that a customer logged in to your product, for engagement tracking.
- Create or Update Customer TraitSets a customer's trait in a category, replacing the trait they had there.
- Create PlanCreates a new manually added plan in ProfitWell.
- Create SubscriptionAdds a subscription for a new or existing user to ProfitWell.
- Delete Customer TraitRemoves a trait from a customer.
- Delete Trait CategoryDeletes a trait category from every customer that has it.
- Delete UserDeletes a user and their whole subscription history from ProfitWell.
- Exclude Customer from MetricsLeaves a customer's data out of every ProfitWell metric.
- Get API StatusChecks that the ProfitWell API is up and that your key is accepted.
- Get Company SettingsReturns your company's ProfitWell ID, name, timezone, and reporting currency.
- Get CustomerReturns a single customer with their revenue and status.
- Get Customer TraitsReturns the traits set on a customer, one per category.
- Get Daily MetricsRetrieves day-by-day revenue and customer metrics for the current or previous month.
- Get Monthly MetricsRetrieves month-by-month revenue and customer metrics for your company or one plan.
- Get PlanReturns a single manually added plan.
- Get Subscription HistoryRetrieves every subscription change recorded for a user.
- List Active Plan IDsRetrieves the IDs of plans that have paying customers, highest MRR first.
- List PlansRetrieves the plans you added to ProfitWell manually.
- List Unsubscribed CustomersRetrieves customers who unsubscribed from Retain term optimization or reactivation emails.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CustomersRetrieves customers by email or by when they were last updated.
- Stop RetainStops Retain emails, payment retries, and other outreach for a customer.
- Unchurn SubscriptionRemoves the churn from a subscription as if it never churned.
- Update PlanRenames a manually added plan in ProfitWell.
- Update SubscriptionUpgrades or downgrades an existing subscription in ProfitWell.
- Update UserChanges the email shown for a user in ProfitWell.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Microsoft Reports and ProfitWell integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Microsoft Reports and ProfitWell.
Connect your Microsoft Reports and ProfitWell accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: use Microsoft Reports's "List Directory Audits" action to perform ProfitWell's "Anonymize Customer" action. Microsoft Reports has 8 actions (including List Directory Audits, List Relying Parties Information, and List User Regsitration); ProfitWell has 29 actions (including Anonymize Customer, Anonymize Customer by Email, and Churn Subscription). Add filters and transforms between steps when you need them. [1]
Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]
No. Microsoft Reports-to-ProfitWell automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Microsoft Reports (or ProfitWell) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Microsoft Reports + ProfitWell automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Microsoft Reports and ProfitWell integration.
- Microsoft Reports and ProfitWell integration source code, module specs and credentials implementation.
- Our Microsoft Reports and ProfitWell integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Microsoft Reports and ProfitWell — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Microsoft Reports integration information
- ProfitWell integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library