---
title: "Connect Birdview PSA and Diagrams.so - APIANT.ai"
description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Update diagram\" in Diagrams.so."
canonical: "https://apiant.ai/connect/birdview-psa-to-diagrams-so"
---

# Connect Birdview PSA and Diagrams.so

When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Update diagram** in [Diagrams.so](https://apiant.ai/connections/diagrams-so), or **New diagram** in Diagrams.so 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 Diagrams.so **1** trigger Diagrams.so **14** 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 Diagrams.so 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 Diagrams.so can do together

### From Birdview PSA to Diagrams.so

- When **New Project** in Birdview PSA then **Update diagram** in Diagrams.so
- When **Updated Project** in Birdview PSA then **Edit diagram** in Diagrams.so

### From Diagrams.so to Birdview PSA

- When **New diagram** in Diagrams.so then **Post Activity Message** in Birdview PSA
- When **New diagram** in Diagrams.so 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 Diagrams.so

## Triggers and actions 3 triggers · 21 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 diagram**

Fires when a new diagram is created in the account.

- Action

**Delete diagram**

Delete a diagram.

- Action

**Edit diagram**

Edit an existing diagram with a follow-up natural-language prompt.

- Action

**Export diagram**

Export a diagram as draw.io XML or SVG.

- Action

**Find gallery templates**

Search public community-shared architecture diagram templates in the gallery.

- Action

**Fix diagram warning**

Apply an automated fix to a flagged Well-Architected warning on a diagram.

- Action

**Fork gallery template**

Fork a public gallery template into the account's own diagrams.

- Action

**Get diagram**

Retrieve a single diagram by id.

- Action

**Get diagram version**

Retrieve a specific saved version of a diagram.

- Action

**Get diagram warnings**

Retrieve the Well-Architected findings and score for a diagram.

- Action

**Import diagram**

Import an existing draw.io file as a new diagram.

- Action

**List diagrams**

List the diagrams in the account.

- Action

**List diagram versions**

List the saved versions of a diagram.

- Action

**Relayout diagram**

Start an automatic re-layout job on a diagram to clean up its arrangement.

- Action

**Update diagram**

Update a diagram's metadata (name, visibility, tags, etc).

## 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)
- [ **Diagrams.so** Generate editable draw.io architecture diagrams from text or infrastructure code](https://apiant.ai/connections/diagrams-so)

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 Diagrams.so

- [ **Shopify to Diagrams.so** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-diagrams-so)
- [ **ActiveCampaign to Diagrams.so** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-diagrams-so)
- [ **Airtable to Diagrams.so** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-diagrams-so)
- [ **Asana to Diagrams.so** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-diagrams-so)
- [ **ClickUp to Diagrams.so** 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-diagrams-so)
- [ **Zoom to Diagrams.so** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoom-to-diagrams-so)

Questions

## Birdview PSA and Diagrams.so, 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 Diagrams.so when something happens in Birdview PSA?

Any of Diagrams.so's 14 actions, including Update diagram, Edit diagram, Export diagram and Find gallery templates. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Diagrams.so to Birdview PSA?

Yes. When something happens in Diagrams.so, your agent can act in Birdview PSA too. This page covers both directions: Diagrams.so's triggers and Birdview PSA's actions are listed here as well.

###

### Do I have to build a connector for Birdview PSA or Diagrams.so?

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 Diagrams.so 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.
