Integration
Connect Birdview PSA and eWay-CRM
When New Project fires in Birdview PSA, your agent runs Save a Project in eWay-CRM, or New or Updated Company in eWay-CRM to Post Activity Message in Birdview PSA. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Birdview PSA and eWay-CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Birdview PSA and eWay-CRM can do together
From Birdview PSA to eWay-CRM
When New Project in Birdview PSA
then Save a Project in eWay-CRM
From eWay-CRM to 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 eWay-CRM
Triggers and actions 8 triggers · 17 actions
- New Project
Triggers when a new project is created in Birdview.
- Updated Project
Triggers when a project is updated in Birdview PSA, returning the latest version of the project.
- Create Activity
Creates a new activity (task) in a Birdview project and returns the created activity.
- Create Project
Creates a new project in Birdview PSA and returns the created project record.
- Create Project (With Custom Fields)
Creates a project in Birdview PSA, including values for your account's custom project fields.
- Find Project
Finds projects in Birdview by name and other filters, returning the matching projects and the first match.
- Post Activity Message
Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
- Post Project Message
Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
- Update Activity
Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
- New or Updated Company
Triggers when a company is created or changed in eWay-CRM.
- New or Updated Contact
Triggers when a contact is created or updated in eWay-CRM.
- New or Updated Deal
Triggers when a deal is created or updated in eWay-CRM.
- New or Updated Journal
Triggers when a journal entry is created or updated in eWay-CRM.
- New or Updated Project
Triggers when a project is created or updated in eWay-CRM.
- New or Updated Task
Triggers when a task is created or changed in eWay-CRM.
- Find a Contact
Finds contacts in eWay-CRM matching an email, name, company or phone number.
- Find a Deal
Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.
- Find a Drop-Down Menu Value
Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.
- Find a Task
Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.
- Save a Company
Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.
- Save a Contact
Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.
- Save a Deal
Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.
- Save a Journal
Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.
- Save a Project
Creates a new project in eWay-CRM, or updates an existing project when its ID is given.
- Save a Task
Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Birdview PSA and eWay-CRM, 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 eWay-CRM when something happens in Birdview PSA?
Any of eWay-CRM's 10 actions, including Find a Contact, Find a Deal, Find a Drop-Down Menu Value and Find a Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from eWay-CRM to Birdview PSA?
Yes. When something happens in eWay-CRM, your agent can act in Birdview PSA too. This page covers both directions: eWay-CRM's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or eWay-CRM?
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 eWay-CRM 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.