--- title: "Connect Birdview PSA and Cliengo - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Send message\" in Cliengo." canonical: "https://apiant.ai/connect/birdview-psa-to-cliengo" --- # Connect Birdview PSA and Cliengo When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Send message** in [Cliengo](https://apiant.ai/connections/cliengo), or **Cliente Nuevo/Actualizado - New/Updated Customer** in Cliengo to **Post Activity Message** in Birdview PSA. Describe the whole flow and it is built, tested on every scenario and kept running. Birdview PSA **2** triggers Birdview PSA **7** actions Cliengo **2** triggers Cliengo **19** 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 Cliengo 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 Birdview PSA and Cliengo can do together ### From Birdview PSA to Cliengo - When **New Project** in Birdview PSA then **Send message** in Cliengo - When **Updated Project** in Birdview PSA then **Send WhatsApp template message** in Cliengo ### From Cliengo to Birdview PSA - When **Cliente Nuevo/Actualizado - New/Updated Customer** in Cliengo then **Post Activity Message** in Birdview PSA - When **Nuevo Cliente - New Customer** in Cliengo then **Post Project Message** in Birdview PSA 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 Cliengo ## Triggers and actions 4 triggers · 26 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. - Trigger **Cliente Nuevo/Actualizado - New/Updated Customer** Triggers when a Cliengo contact (customer) is created or updated. - Trigger **Nuevo Cliente - New Customer** Triggers when a new contact (customer) is created in Cliengo. - Action **Actualizar Cliente / Update Customer** Updates an existing Cliengo contact's name, email, phone, status or assigned agent. - Action **Add conversation** Creates a new conversation in the Cliengo inbox on a given channel for a visitor. - Action **Assign conversation to operator** Assigns a conversation to an operator and returns the updated conversation. - Action **Buscar Agente / Search Agent** Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter. - Action **Buscar Contacto / Search Customer** Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts. - Action **Close conversation** Closes a Cliengo inbox conversation, recording whether it resulted in a lead. - Action **Crear Cliente / Create Customer** Creates a new contact (customer) in Cliengo on the chosen channel. - Action **Delete contact** Deletes a contact from your Cliengo account. - Action **Get contact** Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution. - Action **Get conversation** Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants. - Action **List channels** Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot. - Action **List conversation messages** Returns the messages of a Cliengo conversation in chronological order, optionally including system command events. - Action **List phases** Returns every phase (pipeline stage) of the conversation inbox, with its name and position. - Action **List tags** Returns every operator tag defined in the Cliengo account, with its name and color. - Action **List users** Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status. - Action **List WhatsApp templates** Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel. - Action **Send message** Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor. - Action **Send WhatsApp template message** Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel. - Action **Update conversation phase** Moves a conversation to the chosen phase of your pipeline. ## 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) - [ **Cliengo** Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.](https://apiant.ai/connections/cliengo) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Cliengo - [ **ActiveCampaign to Cliengo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cliengo) - [ **Airtable to Cliengo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cliengo) - [ **Asana to Cliengo** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cliengo) - [ **ClickUp to Cliengo** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-cliengo) - [ **Brevo to Cliengo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cliengo) - [ **Calendly to Cliengo** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cliengo) Questions ## Birdview PSA and Cliengo, 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 Cliengo when something happens in Birdview PSA? Any of Cliengo's 19 actions, including Send message, Send WhatsApp template message, Update conversation phase and Actualizar Cliente / Update Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cliengo to Birdview PSA? Yes. When something happens in Cliengo, your agent can act in Birdview PSA too. This page covers both directions: Cliengo's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Cliengo? 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 Birdview PSA and Cliengo 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.