Integration
Connect Ambivo and Birdview PSA
When Contact Status Updated fires in Ambivo, your agent runs Post Activity Message in Birdview PSA, or New Project in Birdview PSA to Add invoice in Ambivo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Ambivo and Birdview PSA to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Ambivo and Birdview PSA can do together
From Ambivo to Birdview PSA
When Contact Status Updated in Ambivo
then Post Activity Message in Birdview PSA
From Birdview PSA to Ambivo
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 Ambivo and Birdview PSA
Triggers and actions 6 triggers ยท 27 actions
- Contact Status Updated
Triggers when the status of a contact is updated.
- Lead Status Updated
Triggers when the status of a lead is updated.
- New Contact
Triggers when a new contact record is created.
- New Lead
Triggers when a new lead is created.
- Add account
/crm/accounts on fapi.ambivo.com. Creates a company account.
- Add appointment
/reports/appointments on fapi.ambivo.com.
- Add invoice
/crm/invoices on fapi.ambivo.com.
- Add order
/crm/orders on fapi.ambivo.com.
- Add task
/crm/tasks on fapi.ambivo.com.
- Create Contact
Creates a New Contact or returns an updated contact.
- Create Lead
Creates a New Lead or returns an updated lead.
- Delete task
/crm/tasks/{task_id} on fapi.ambivo.com.
- List accounts
/crm/accounts on fapi.ambivo.com.
- List appointments
Lists appointments in the Ambivo account.
- List contacts
/crm/contacts on fapi.ambivo.com.
- List invoices
Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.
- List leads
/crm/leads on fapi.ambivo.com.
- List orders
Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.
- Update account
/crm/accounts/{account_id} on fapi.ambivo.com.
- Update contact
/crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.
- Update invoice
/crm/invoices/{invoice_id} on fapi.ambivo.com.
- Update lead
/crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.
- Update order
/crm/orders/{order_id} on fapi.ambivo.com.
- Update task
/crm/tasks/{task_id} on fapi.ambivo.com.
- New Project
Triggers when a new project is created in Birdview.
- Updated Project
Triggers when a project is updated in Birdview PSA, returning the latest version of the project.
- Create Activity
Creates a new activity (task) in a Birdview project and returns the created activity.
- Create Project
Creates a new project in Birdview PSA and returns the created project record.
- Create Project (With Custom Fields)
Creates a project in Birdview PSA, including values for your account's custom project fields.
- Find Project
Finds projects in Birdview by name and other filters, returning the matching projects and the first match.
- Post Activity Message
Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
- Post Project Message
Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
- Update Activity
Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Ambivo
Ambivo to EchoesQuotes From Around The World
Ambivo to Fillout FormsCreate powerful forms, surveys and quizzes your audience will answer with Fillout Forms.
Ambivo to Form IoForm-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...
Ambivo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Ambivo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ambivo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
More into Birdview PSA
ActiveCampaign to Birdview PSAActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Birdview PSAOrganize anything with Airtable, a modern database created for everyone.
Asana to Birdview PSAAsana is a collaborative information manager for workspace.
2Chat to Birdview PSA2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
3Scribe to Birdview PSA3Scribe is the most accurate, automated text transcription available.
5pm to Birdview PSA5pm is an online project management tool for teams.
Questions
Ambivo and Birdview PSA, answered
What can start an automation from Ambivo?
Any of Ambivo's 4 triggers in the catalog, including Contact Status Updated, Lead Status Updated, New Contact and New Lead. 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 Ambivo?
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 Ambivo?
Yes. When something happens in Birdview PSA, your agent can act in Ambivo too. This page covers both directions: Birdview PSA's triggers and Ambivo's actions are listed here as well.
Do I have to build a connector for Ambivo 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 Ambivo 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.