--- title: "Connect Birdview PSA and Debitura - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Add Case Message\" in Debitura." canonical: "https://apiant.ai/connect/birdview-psa-to-debitura" --- # Connect Birdview PSA and Debitura When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add Case Message** in [Debitura](https://apiant.ai/connections/debitura), or **New Case** in Debitura 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 Debitura **1** trigger Debitura **11** 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 Debitura 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 Debitura can do together ### From Birdview PSA to Debitura - When **New Project** in Birdview PSA then **Add Case Message** in Debitura - When **Updated Project** in Birdview PSA then **Upload File to Case** in Debitura ### From Debitura to Birdview PSA - When **New Case** in Debitura then **Post Activity Message** in Birdview PSA - When **New Case** in Debitura 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 Debitura ## Triggers and actions 3 triggers · 18 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 Case** Triggers when a new collection case appears in your Debitura account. - Action **Add Case Message** Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it. - Action **Check Collection Eligibility** Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case. - Action **Create Case** Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it. - Action **Find Case** Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case. - Action **Find Payment** Finds one payment recorded on a Debitura case, by the payment's id, and returns it. - Action **Get Case Files** Returns the documents attached to a collection case. - Action **Get Case Messages** Returns the messages posted on a Debitura collection case, in the order they were sent. - Action **Get Case Timeline** Returns everything that has happened on a collection case, in order, plus the stage the case has reached. - Action **Get Contract Status** Returns whether the agreements needed to collect on a case have been signed yet. - Action **Preview Case** Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created. - Action **Upload File to Case** Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster. ## 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) - [ **Debitura** Debitura is a platform that automates global debt collection—create cases free, track progress, and recover...](https://apiant.ai/connections/debitura) 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 Debitura - [ **ActiveCampaign to Debitura** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-debitura) - [ **Airtable to Debitura** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-debitura) - [ **Asana to Debitura** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-debitura) - [ **ClickUp to Debitura** 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-debitura) - [ **Brevo to Debitura** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-debitura) - [ **Calendly to Debitura** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-debitura) Questions ## Birdview PSA and Debitura, 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 Debitura when something happens in Birdview PSA? Any of Debitura's 11 actions, including Create Case, Upload File to Case, Add Case Message and Check Collection Eligibility. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Debitura to Birdview PSA? Yes. When something happens in Debitura, your agent can act in Birdview PSA too. This page covers both directions: Debitura's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Debitura? 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 Debitura 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.