--- title: "Connect Birdview PSA and Cloudinary - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Upload Resource\" in Cloudinary." canonical: "https://apiant.ai/connect/birdview-psa-to-cloudinary" --- # Connect Birdview PSA and Cloudinary When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Upload Resource** in [Cloudinary](https://apiant.ai/connections/cloudinary), or **New Tagged Resource** in Cloudinary 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 Cloudinary **2** triggers Cloudinary **4** 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 Cloudinary 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 Cloudinary can do together ### From Birdview PSA to Cloudinary - When **New Project** in Birdview PSA then **Upload Resource** in Cloudinary - When **Updated Project** in Birdview PSA then **Upload Resource (Advanced)** in Cloudinary ### From Cloudinary to Birdview PSA - When **New Tagged Resource** in Cloudinary then **Post Activity Message** in Birdview PSA - When **New Uploaded Resource** in Cloudinary 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 Cloudinary ## Triggers and actions 4 triggers · 11 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 Tagged Resource** Triggers when a new resource is uploaded and is tagged with a given tag. - Trigger **New Uploaded Resource** Triggers when a new resource is uploaded. - Action **Get Usage Report** Creates a report on the status of your Cloudinary account usage details, including storage, bandwidth, requests, number of resources, and add-on usage. - Action **Transform Resource** Creates a Cloudinary URL that can be used to transform, manipulate, and share the resource. - Action **Upload Resource** Uploads a new resource to your Cloudinary account. - Action **Upload Resource (Advanced)** Uploads a new resource to your Cloudinary account. This advanced action includes additional upload parameters. ## 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) - [ **Cloudinary** Cloudinary makes it easy to upload, store, manage, manipulate and deliver images and videos efficiently and...](https://apiant.ai/connections/cloudinary) 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 Cloudinary - [ **ActiveCampaign to Cloudinary** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cloudinary) - [ **Airtable to Cloudinary** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cloudinary) - [ **Asana to Cloudinary** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cloudinary) - [ **ClickUp to Cloudinary** 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-cloudinary) - [ **Brevo to Cloudinary** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cloudinary) - [ **Calendly to Cloudinary** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cloudinary) Questions ## Birdview PSA and Cloudinary, 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 Cloudinary when something happens in Birdview PSA? Any of Cloudinary's 4 actions, including Upload Resource, Upload Resource (Advanced), Get Usage Report and Transform Resource. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cloudinary to Birdview PSA? Yes. When something happens in Cloudinary, your agent can act in Birdview PSA too. This page covers both directions: Cloudinary's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Cloudinary? 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 Cloudinary 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.