# Connect Birdview PSA to AFrame When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add contact note** in [AFrame](https://apiant.ai/connections/aframe). Describe the whole flow and it is built, tested on every scenario and kept running. Birdview PSA **2** triggers Birdview PSA **7** actions AFrame **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Birdview PSA and AFrame to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Birdview PSA can start in AFrame - When **New Project** in Birdview PSA then **Add contact note** in AFrame - When **Updated Project** in Birdview PSA then **Add task** in AFrame 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 Birdview PSA and AFrame ## Triggers and actions 2 triggers · 27 actions - 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. - Action **Add contact note** Adds a note to an existing contact in AFrame and returns the created note. - Action **Add event** Creates a new event (date or appointment) on an AFrame transaction, with a fixed date or a date calculated from another transaction date. - Action **Add task** Creates a new Task in AFrame, assigned to a team member and optionally linked to a transaction or contact. - Action **Add transaction attachment** Creates a new attachment entry (a file placeholder or a web link) on an AFrame transaction. - Action **Add transaction note** Adds a note (or showing / price-change activity) to an existing AFrame transaction. - Action **Add transaction participant** Adds a participant to an AFrame transaction in a given role, either linking an existing contact, creating a new contact inline, or holding the role as a placeholder. - Action **Create Contact** Creates a new Contact in your AFrame team, with name, company, emails, phones, addresses and categories. - Action **Create Transaction** Creates a new Transaction in AFrame for a property address, with optional prices, key dates, assigned team members and custom field values. - Action **Find contacts** Searches AFrame contacts by name, company, team, email, categories, or created/edited date range and returns the matching contacts (up to 100). - Action **Find tasks** Returns tasks matching the given status, due/completion dates, transaction, contact or assignee filters (up to 100). - Action **Find team members** Finds team members in your AFrame team by name, email, role, type or active status. - Action **Find transactions** Searches transactions by ID, stage, property address, or created/edited date range and returns the matching transactions (up to 100). - Action **Get contact** Returns a contact's details, including name, emails, phones, addresses, owners and categories. - Action **Get contact note** Returns a single contact note by its ID, including its content, type, date and any attached file details. - Action **Get Event** Returns one event (a date or appointment such as a closing date) on a transaction. - Action **Get transaction** Returns a single AFrame transaction by its ID, including its status, property details, participants and custom field values. - Action **Get Transaction Note** Returns a transaction note by its ID, including its content, activity date, contact details and visibility settings. - Action **Update contact** Updates an existing AFrame contact, changing only the fields you fill in. - Action **Update task** Updates an existing AFrame task, changing only the fields you fill in, and returns the updated task. - Action **Update transaction** Updates an existing AFrame transaction's property address, status, assigned team members, prices, dates and commission. Only the fields you fill in are changed. ## Each app on its own - [ **Birdview PSA** Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and...](https://apiant.ai/connections/birdview-psa) - [ **AFrame** AFrame is a transaction management and CRM in a single platform for real estate agents and transaction...](https://apiant.ai/connections/aframe) Reviews ## What our customers say ## More from Birdview PSA - [ **Birdview PSA to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdview-psa-to-hubspot) - [ **Birdview PSA to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdview-psa-to-salesforce) - [ **Birdview PSA to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdview-psa-to-slack) - [ **Birdview PSA to Google Sheets** Google Sheets](https://apiant.ai/connect/birdview-psa-to-google-sheets) - [ **Birdview PSA to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdview-psa-to-gmail) - [ **Birdview PSA to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdview-psa-to-google-calendar) ## More into AFrame - [ **HubSpot to AFrame** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-aframe) - [ **Salesforce to AFrame** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-aframe) - [ **Slack to AFrame** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-aframe) - [ **Google Sheets to AFrame** Google Sheets](https://apiant.ai/connect/google-sheets-to-aframe) - [ **Gmail to AFrame** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-aframe) - [ **Google Calendar to AFrame** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-aframe) Questions ## Birdview PSA and AFrame, answered ### ### What can start an automation from Birdview PSA? Any of Birdview PSA's 2 triggers in the catalog, including New Project and Updated Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in AFrame when something happens in Birdview PSA? Any of AFrame's 20 actions, including Create Contact, Create Transaction, Update contact and Update task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from AFrame to Birdview PSA? AFrame has no triggers in the catalog today, so automations start in Birdview PSA. If you need the other direction, ask: your agent reads AFrame's API documentation and adds it. ### ### Do I have to build a connector for Birdview PSA or AFrame? 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. ### ### 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.