--- title: "Connect Birdview PSA and Docparser - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Upload Document\" in Docparser." canonical: "https://apiant.ai/connect/birdview-psa-to-docparser" --- # Connect Birdview PSA and Docparser When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Upload Document** in [Docparser](https://apiant.ai/connections/docparser), or **Parsed Document Data Available** in Docparser 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 Docparser **2** triggers Docparser **2** 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 Docparser 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 Docparser can do together ### From Birdview PSA to Docparser - When **New Project** in Birdview PSA then **Upload Document** in Docparser - When **Updated Project** in Birdview PSA then **Fetch Document From URL** in Docparser ### From Docparser to Birdview PSA - When **Parsed Document Data Available** in Docparser then **Post Activity Message** in Birdview PSA - When **Parsed Table Row Available** in Docparser 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 Docparser ## Triggers and actions 4 triggers · 9 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 **Parsed Document Data Available** Triggers whenever a new Document is processed and parsed data is available. - Trigger **Parsed Table Row Available** Triggers whenever a new Document is processed and parsed table rows are available. - Action **Fetch Document From URL** Fetches a new document from a publicly accessible URL and imports it into Docparser to begin parsing. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger). - Action **Upload Document** Uploads a new document to Docparser which will immediately begin parsing after reception. (To receive the parsing results, you'll need a separate Zap listening for the "New Parsed Data Available" Trigger). ## 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) - [ **Docparser** Docparser converts your PDF documents into structured and easy-to-handle data.](https://apiant.ai/connections/docparser) 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 Docparser - [ **ActiveCampaign to Docparser** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docparser) - [ **Airtable to Docparser** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docparser) - [ **Asana to Docparser** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docparser) - [ **ClickUp to Docparser** 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-docparser) - [ **Discord to Docparser** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docparser) - [ **Brevo to Docparser** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docparser) Questions ## Birdview PSA and Docparser, 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 Docparser when something happens in Birdview PSA? Any of Docparser's 2 actions, including Upload Document and Fetch Document From URL. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docparser to Birdview PSA? Yes. When something happens in Docparser, your agent can act in Birdview PSA too. This page covers both directions: Docparser's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Docparser? 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 Docparser 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.