--- title: "Connect ActiveTrail and Birdview PSA - APIANT.ai" description: "When \"Contact Added to Group\" fires in ActiveTrail, your agent runs \"Post Activity Message\" in Birdview PSA." canonical: "https://apiant.ai/connect/activetrail-to-birdview-psa" --- # Connect ActiveTrail and Birdview PSA When **Contact Added to Group** fires in [ActiveTrail](https://apiant.ai/connections/activetrail), your agent runs **Post Activity Message** in [Birdview PSA](https://apiant.ai/connections/birdview-psa), or **New Project** in Birdview PSA to **Add Contact to Group** in ActiveTrail. Describe the whole flow and it is built, tested on every scenario and kept running. ActiveTrail **4** triggers ActiveTrail **15** actions Birdview PSA **2** triggers Birdview PSA **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveTrail and Birdview PSA to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ActiveTrail and Birdview PSA can do together ### From ActiveTrail to Birdview PSA - When **Contact Added to Group** in ActiveTrail then **Post Activity Message** in Birdview PSA - When **Contact Updated** in ActiveTrail then **Post Project Message** in Birdview PSA ### From Birdview PSA to ActiveTrail - When **New Project** in Birdview PSA then **Add Contact to Group** in ActiveTrail - When **Updated Project** in Birdview PSA then **Add email campaign** in ActiveTrail Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ActiveTrail and Birdview PSA ## Triggers and actions 6 triggers · 22 actions - Trigger **Contact Added to Group** Triggers when a contact is added to a group (any group). - Trigger **Contact Removed From Group** Triggers when a contact is removed from a group (any group). - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from receiving further emails. - Trigger **Contact Updated** Triggers when a contact record in ActiveTrail is updated via the API (status or details). - Action **Add Contact to Group** Add a new or an existing contact to a specific group (The new contact will be created if not already exists). - Action **Add email campaign** Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft. - Action **Add group** Creates a new group in your ActiveTrail account and returns it. - Action **Add order** Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products. - Action **Add template** Create a template in My Templates. - Action **Delete group** Deletes a group from the ActiveTrail account. - Action **Find Group** Returns up to 100 groups whose name matches the search term. - Action **Get email campaign** Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data. - Action **Get group** Get a group's details (name, contact counts, creation date) by its id. - Action **Get order** Returns a commerce order by your store's order id. - Action **Get template** Returns one of your My Templates by id: its name, subject and category. - Action **List email campaigns** Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range. - Action **List groups** Lists the groups in the ActiveTrail account, optionally filtered by group name. - Action **Remove Contact From Group** Removes a contact from an ActiveTrail group. The contact itself stays in the account. - Action **Update group** Rename an existing ActiveTrail group. - Trigger **New Project** Triggers when a new project is created in Birdview. - Trigger **Updated Project** Triggers when a project is updated in Birdview PSA, returning the latest version of the project. - Action **Create Activity** Creates a new activity (task) in a Birdview project and returns the created activity. - Action **Create Project** Creates a new project in Birdview PSA and returns the created project record. - Action **Create Project (With Custom Fields)** Creates a project in Birdview PSA, including values for your account's custom project fields. - Action **Find Project** Finds projects in Birdview by name and other filters, returning the matching projects and the first match. - Action **Post Activity Message** Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files. - Action **Post Project Message** Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files. - Action **Update Activity** Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values. ## Each app on its own - [ **ActiveTrail** ActiveTrail is a marketing automation platform designed to help you maintain active relationships with...](https://apiant.ai/connections/activetrail) - [ **Birdview PSA** Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and...](https://apiant.ai/connections/birdview-psa) Reviews ## What our customers say ## More from ActiveTrail - [ **ActiveTrail to WoopSocial** WoopSocial is a social media management platform that helps you manage multiple accounts, automate...](https://apiant.ai/connect/activetrail-to-woopsocial) - [ **ActiveTrail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activetrail-to-hubspot) - [ **ActiveTrail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activetrail-to-salesforce) - [ **ActiveTrail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activetrail-to-slack) - [ **ActiveTrail to Google Sheets** Google Sheets](https://apiant.ai/connect/activetrail-to-google-sheets) - [ **ActiveTrail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activetrail-to-gmail) ## More into Birdview PSA - [ **ActiveCampaign to Birdview PSA** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-birdview-psa) - [ **Airtable to Birdview PSA** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-birdview-psa) - [ **Asana to Birdview PSA** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-birdview-psa) - [ **2Chat to Birdview PSA** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-birdview-psa) - [ **3Scribe to Birdview PSA** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-birdview-psa) - [ **5pm to Birdview PSA** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-birdview-psa) Questions ## ActiveTrail and Birdview PSA, answered ### ### What can start an automation from ActiveTrail? Any of ActiveTrail's 4 triggers in the catalog, including Contact Added to Group, Contact Removed From Group, Contact Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Birdview PSA when something happens in ActiveTrail? Any of Birdview PSA's 7 actions, including Create Activity, Create Project, Create Project (With Custom Fields) and Post Activity Message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Birdview PSA to ActiveTrail? Yes. When something happens in Birdview PSA, your agent can act in ActiveTrail too. This page covers both directions: Birdview PSA's triggers and ActiveTrail's actions are listed here as well. ### ### Do I have to build a connector for ActiveTrail or Birdview PSA? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ActiveTrail and Birdview PSA without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.