--- title: "Connect Birdview PSA and Clockify - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Create Project\" in Clockify." canonical: "https://apiant.ai/connect/birdview-psa-to-clockify" --- # Connect Birdview PSA and Clockify When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Create Project** in [Clockify](https://apiant.ai/connections/clockify), or **New Client** in Clockify 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 Clockify **7** triggers Clockify **24** 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 Clockify 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 Clockify can do together ### From Birdview PSA to Clockify - When **New Project** in Birdview PSA then **Create Project** in Clockify - When **Updated Project** in Birdview PSA then **Update Project** in Clockify ### From Clockify to Birdview PSA - When **New Client** in Clockify then **Post Activity Message** in Birdview PSA - When **New Project** in Clockify then **Create Project** 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 Clockify ## Triggers and actions 9 triggers · 31 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 **New Client** Triggers when a new client is added to a workspace. - Trigger **New Project** Triggers when a new project is added to a workspace. - Trigger **New Tag** Triggers when a new tag is added to a workspace. - Trigger **New Task** Triggers when a new task is added to a project on a specified workspace. - Trigger **New Time Entry** Triggers when a new time entry is added. - Trigger **New Timer Started** Triggers when a new entry is started and running. - Trigger **New Workspace** Triggers when a new workspace is created. - Action **Create Client** Creates a client on a specified workspace. - Action **Create Project** Creates a project on a specified workspace. - Action **Create Tag** Creates a tag on a specified workspace. - Action **Create Task** Creates a task on a specified project. - Action **Create Time Entry** Creates a new time entry on a specified workspace. - Action **Delete Client** Delete a client from a workspace. - Action **Delete Project** Delete a project from a workspace. - Action **Delete Tag** Delete a tag from a workspace. - Action **Delete Task** Delete a task from a project. - Action **Delete Time Entry** Delete a time entry from a workspace. - Action **Find Client** Finds a client by name on a specified workspace. - Action **Find Project** Finds a project by name on a specified workspace. - Action **Find Running Timer** Finds a currently running time entry on a specified workspace. - Action **Find Tag** Finds a tag on a specified workspace. - Action **Find Task** Finds a task by name on a specified project and workspace. - Action **Find Time Entry** Finds a time entry by description, start datetime or end datetime. - Action **List Workspaces** List all workspaces the authenticated user belongs to. - Action **Start Timer** Starts a new time entry. - Action **Stop Timer** Stops currently running time entry on a specified workspace. - Action **Update Client** Update a client's name/note/archived status. - Action **Update Project** Update a project's name/color/client/billable status/dates. - Action **Update Tag** Update a tag's name/archived status on a workspace. - Action **Update Task** Update a task's name/status/assignee/estimate on a project. - Action **Update Time Entry** Update a time entry's start/end/description/project/task/billable/tags on a workspace. ## 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) - [ **Clockify** Clockify is a completely free time tracking software for teams.](https://apiant.ai/connections/clockify) 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 Clockify - [ **StealthSeminar to Clockify** StealthSeminar is a webinar platform to run pre-recorded webinars as if they are live to better leverage...](https://apiant.ai/connect/stealthseminar-to-clockify) - [ **Slack to Clockify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clockify) - [ **Shopify to Clockify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-clockify) - [ **ActiveCampaign to Clockify** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clockify) - [ **Airtable to Clockify** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clockify) - [ **Trello to Clockify** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-clockify) Questions ## Birdview PSA and Clockify, 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 Clockify when something happens in Birdview PSA? Any of Clockify's 24 actions, including Create Client, Create Project, Create Tag and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clockify to Birdview PSA? Yes. When something happens in Clockify, your agent can act in Birdview PSA too. This page covers both directions: Clockify's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Clockify? 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 Clockify 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.