--- title: "Connect Apptoto and Birdview PSA - APIANT.ai" description: "When \"Participant Reminder State Changed\" fires in Apptoto, your agent runs \"Post Activity Message\" in Birdview PSA." canonical: "https://apiant.ai/connect/apptoto-to-birdview-psa" --- # Connect Apptoto and Birdview PSA When **Participant Reminder State Changed** fires in [Apptoto](https://apiant.ai/connections/apptoto), your agent runs **Post Activity Message** in [Birdview PSA](https://apiant.ai/connections/birdview-psa), or **New Project** in Birdview PSA to **Create or Update Contact** in Apptoto. Describe the whole flow and it is built, tested on every scenario and kept running. Apptoto **1** trigger Apptoto **10** 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 Apptoto 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 Apptoto and Birdview PSA can do together ### From Apptoto to Birdview PSA - When **Participant Reminder State Changed** in Apptoto then **Post Activity Message** in Birdview PSA - When **Participant Reminder State Changed** in Apptoto then **Post Project Message** in Birdview PSA ### From Birdview PSA to Apptoto - When **New Project** in Birdview PSA then **Create or Update Contact** in Apptoto - When **Updated Project** in Birdview PSA then **Find a Contact** in Apptoto 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 Apptoto and Birdview PSA ## Triggers and actions 3 triggers · 17 actions - Trigger **Participant Reminder State Changed** Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.) - Action **Add opt-out list entry** Add entry to opt-in/opt-out list. - Action **Create or Update Contact** Creates or updates a contact in Apptoto - Action **Create or Update Event** Creates or updates an event in Apptoto - Action **Find a Contact** Returns the contacts that match the specified search query. - Action **Find an Event** Search for event in Apptoto - Action **List calendars** List calendars. - Action **List opt-out list entries** Returns the phone numbers or email addresses on one of your Apptoto opt-out or opt-in lists. - Action **Remove Contact** Removes a contact in Apptoto - Action **Remove Event** Removes an event in Apptoto - Action **Update event state** Mark an event (e.g. confirmed/cancelled). - 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 - [ **Apptoto** For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online...](https://apiant.ai/connections/apptoto) - [ **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 Apptoto - [ **Apptoto to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apptoto-to-hubspot) - [ **Apptoto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apptoto-to-salesforce) - [ **Apptoto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apptoto-to-slack) - [ **Apptoto to Google Sheets** Google Sheets](https://apiant.ai/connect/apptoto-to-google-sheets) - [ **Apptoto to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apptoto-to-gmail) - [ **Apptoto to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/apptoto-to-google-calendar) ## 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 ## Apptoto and Birdview PSA, answered ### ### What can start an automation from Apptoto? Any of Apptoto's 1 trigger in the catalog, including Participant Reminder State Changed. 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 Apptoto? 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 Apptoto? Yes. When something happens in Birdview PSA, your agent can act in Apptoto too. This page covers both directions: Birdview PSA's triggers and Apptoto's actions are listed here as well. ### ### Do I have to build a connector for Apptoto 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 Apptoto 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.