--- title: "Connect Birdview PSA and Expiration Reminder - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Create Contact\" in Expiration Reminder." canonical: "https://apiant.ai/connect/birdview-psa-to-expiration-reminder" --- # Connect Birdview PSA and Expiration Reminder When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Create Contact** in [Expiration Reminder](https://apiant.ai/connections/expiration-reminder), or **New Contact** in Expiration Reminder 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 Expiration Reminder **3** triggers Expiration Reminder **15** 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 Expiration Reminder 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 Expiration Reminder can do together ### From Birdview PSA to Expiration Reminder - When **New Project** in Birdview PSA then **Create Contact** in Expiration Reminder - When **Updated Project** in Birdview PSA then **Create Expiration Item for Contact** in Expiration Reminder ### From Expiration Reminder to Birdview PSA - When **New Contact** in Expiration Reminder then **Post Activity Message** in Birdview PSA - When **New Expiration Item** in Expiration Reminder 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 Expiration Reminder ## Triggers and actions 5 triggers · 22 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 Contact** Triggered when a new contact is added to your Expiration Reminder account. - Trigger **New Expiration Item** Triggered when a new expiration item is added to your Expiration Reminder account. - Trigger **Status Changed Expiration Item** Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired. - Action **Add Location** Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location. - Action **Create Contact** Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact. - Action **Create Expiration Item** Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item. - Action **Create Expiration Item for Contact** Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item. - Action **Delete Contact** Deletes a contact from Expiration Reminder. Returns the contact record that was deleted. - Action **Delete Expiration Item** Deletes an expiration item from Expiration Reminder. Returns the item record after deletion. - Action **Find Contact** Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches. - Action **Find Expiration** Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches. - Action **Get Contact** Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them. - Action **Get Expiration Item** Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it. - Action **List Contacts** Returns the contacts in your Expiration Reminder account, with the total number of contacts. - Action **List Expiration Items** Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items. - Action **List Locations** Returns the locations in your Expiration Reminder account, with the total number of locations. - Action **Renew Expiration** Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item. - Action **Update Expiration Item** Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item. ## 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) - [ **Expiration Reminder** Expiration Reminder automatically tracks expiration dates and renewals for employee certifications, software...](https://apiant.ai/connections/expiration-reminder) 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 Expiration Reminder - [ **ActiveCampaign to Expiration Reminder** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-expiration-reminder) - [ **Airtable to Expiration Reminder** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-expiration-reminder) - [ **Asana to Expiration Reminder** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-expiration-reminder) - [ **ClickUp to Expiration Reminder** 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-expiration-reminder) - [ **Discord to Expiration Reminder** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-expiration-reminder) - [ **Intercom to Expiration Reminder** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-expiration-reminder) Questions ## Birdview PSA and Expiration Reminder, 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 Expiration Reminder when something happens in Birdview PSA? Any of Expiration Reminder's 15 actions, including Create Contact, Create Expiration Item, Create Expiration Item for Contact and Update Expiration Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Expiration Reminder to Birdview PSA? Yes. When something happens in Expiration Reminder, your agent can act in Birdview PSA too. This page covers both directions: Expiration Reminder's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Expiration Reminder? 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 Expiration Reminder 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.