--- title: "Connect Birdview PSA and DoorLoop - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Find User\" in DoorLoop, or \"New Expense\" in DoorLoop to \"Post Activity Message\" in Birdview PSA." canonical: "https://apiant.ai/connect/birdview-psa-to-doorloop" --- # Connect Birdview PSA and DoorLoop When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Find User** in [DoorLoop](https://apiant.ai/connections/doorloop), or **New Expense** in DoorLoop 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 DoorLoop **13** triggers DoorLoop **6** 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 DoorLoop 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 DoorLoop can do together ### From Birdview PSA to DoorLoop - When **New Project** in Birdview PSA then **Find User** in DoorLoop - When **Updated Project** in Birdview PSA then **Find Account** in DoorLoop ### From DoorLoop to Birdview PSA - When **New Expense** in DoorLoop then **Post Activity Message** in Birdview PSA - When **New Lease Charge** in DoorLoop 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 DoorLoop ## Triggers and actions 15 triggers · 13 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 **In Eviction** Triggers when a lease enters the eviction collections stage in DoorLoop. - Trigger **Lease Starting** Triggers when a lease's start date arrives (start dates within the last 7 days up to today). - Trigger **New Expense** Triggers when a new expense is recorded in DoorLoop. - Trigger **New Lease Charge** Triggers when a new charge is posted to a lease. - Trigger **New Owner** Triggers when a new owner is created in DoorLoop. - Trigger **New Property** Triggers when a new property is added in DoorLoop. - Trigger **New Prospect** Triggers when a new prospect is added in DoorLoop. - Trigger **New Returned Payment** Triggers when a lease payment is returned (reversed) in DoorLoop. - Trigger **New Task / Work Order** Triggers when a new task, work order, tenant request or owner request is created in DoorLoop. - Trigger **New Tenant or Prospect** Triggers when a new tenant or prospect is added in DoorLoop. - Trigger **New Vendor** Triggers when a new vendor is added in DoorLoop. - Trigger **New Vendor Bill** Triggers when a new vendor bill is created in DoorLoop. - Trigger **Tenant Moving Out** Triggers when a lease tenant is scheduled to move out within the next 7 days. - Action **Find Account** Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account. - Action **Find Lease** Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases. - Action **Find Lease Tenants** Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease. - Action **Find Tenant or Prospect** Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type. - Action **Find Unit** Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status. - Action **Find User** Finds DoorLoop users whose login email matches the email you supply. ## 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) - [ **DoorLoop** DoorLoop is a powerful software for managing all your properties.](https://apiant.ai/connections/doorloop) 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 DoorLoop - [ **ActiveCampaign to DoorLoop** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-doorloop) - [ **Airtable to DoorLoop** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-doorloop) - [ **Asana to DoorLoop** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-doorloop) - [ **ClickUp to DoorLoop** 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-doorloop) - [ **Discord to DoorLoop** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-doorloop) - [ **Brevo to DoorLoop** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-doorloop) Questions ## Birdview PSA and DoorLoop, 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 DoorLoop when something happens in Birdview PSA? Any of DoorLoop's 6 actions, including Find Account, Find Lease, Find Lease Tenants and Find Tenant or Prospect. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DoorLoop to Birdview PSA? Yes. When something happens in DoorLoop, your agent can act in Birdview PSA too. This page covers both directions: DoorLoop's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or DoorLoop? 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 DoorLoop 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.