--- title: "Connect Birdview PSA to Connectif - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Get contact\" in Connectif." canonical: "https://apiant.ai/connect/birdview-psa-to-connectif" --- # Connect Birdview PSA to Connectif When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Get contact** in [Connectif](https://apiant.ai/connections/connectif). Describe the whole flow and it is built, tested on every scenario and kept running. Birdview PSA **2** triggers Birdview PSA **7** actions Connectif **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 Connectif 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 can start in Connectif - When **New Project** in Birdview PSA then **Get contact** in Connectif - When **Updated Project** in Birdview PSA then **Add export** in Connectif 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 Connectif ## Triggers and actions 2 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. - Action **Add export** Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export. - Action **Add import** Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status. - Action **Add purchase** Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase. - Action **Delete contact** Deletes a contact from your Connectif store, identified by their email address. - Action **Delete product** Deletes a product from Connectif using the identifier your store assigned to it. - Action **Delete purchase** Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created. - Action **Get contact** Returns a Connectif contact by email address, including system fields and the account's custom contact fields. - Action **Get export** Returns an export's details, including its status, progress and, once it has finished, a link to download the file. - Action **Get import** Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link. - Action **Get product** Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found. - Action **Get purchase** Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found. - Action **Get store** Returns the details of the Connectif store your account is connected to, including its name, alias and organization. - Action **Get workflow** Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates. - Action **List contact fields** Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields. - Action **List coupon sets** Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text. - Action **List exports** Returns the exports in the Connectif account, with each export's type, status, progress and download link. - Action **List imports** Returns the imports in the Connectif account, each with its type, status, record counts, options and dates. - Action **List workflows** Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows. - Action **Update product** Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product. ## 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) - [ **Connectif** Connectif is an all-in-one Customer Data and Experience Automation Platform for eCommerce marketers.](https://apiant.ai/connections/connectif) 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 Connectif - [ **HubSpot to Connectif** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-connectif) - [ **Salesforce to Connectif** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-connectif) - [ **Slack to Connectif** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-connectif) - [ **Google Sheets to Connectif** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-connectif) - [ **Gmail to Connectif** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-connectif) - [ **Google Calendar to Connectif** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-connectif) Questions ## Birdview PSA and Connectif, 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 Connectif when something happens in Birdview PSA? Any of Connectif's 19 actions, including Update product, Add export, Add import and Add purchase. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Connectif to Birdview PSA? Connectif has no triggers in the catalog today, so automations start in Birdview PSA. If you need the other direction, ask: your agent reads Connectif's API documentation and adds it. ### ### Do I have to build a connector for Birdview PSA or Connectif? 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 Connectif 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.