--- title: "Connect Birdview PSA and GPTBots - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Send Agent Message\" in GPTBots." canonical: "https://apiant.ai/connect/birdview-psa-to-gptbots" --- # Connect Birdview PSA and GPTBots When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Send Agent Message** in [GPTBots](https://apiant.ai/connections/gptbots), or **New message received** in GPTBots 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 GPTBots **1** trigger GPTBots **7** 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 GPTBots 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 GPTBots can do together ### From Birdview PSA to GPTBots - When **New Project** in Birdview PSA then **Send Agent Message** in GPTBots - When **Updated Project** in Birdview PSA then **List documents** in GPTBots ### From GPTBots to Birdview PSA - When **New message received** in GPTBots then **Post Activity Message** in Birdview PSA - When **New message received** in GPTBots 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 GPTBots ## Triggers and actions 3 triggers · 14 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 message received** Fires when GPTBots delivers a new agent/user message via its "Webhook receives messages" mechanism under Agent API. Delivery mechanism (service webhook URL vs manual registration) needs confirming against the vendor docs at build time. - Action **Create Agent Conversation** Create an Agent conversation. - Action **Get conversation** Fetch a single conversation's detail by conversation ID. - Action **List conversations** List conversations for an agent, paginated. - Action **List documents** List documents in a knowledge base. - Action **List knowledge bases** List knowledge bases in the workspace. - Action **Run Workflow** Run an GPTBots workflow. - Action **Send Agent Message** Send a message to an Agent. ## 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) - [ **GPTBots** GPTBots seamlessly connect LLMs with enterprise data, services and workflows, empower your business with...](https://apiant.ai/connections/gptbots) 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 GPTBots - [ **Google Sheets to GPTBots** Google Sheets](https://apiant.ai/connect/google-sheets-to-gptbots) - [ **Gmail to GPTBots** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gptbots) - [ **Google Calendar to GPTBots** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gptbots) - [ **Google Drive to GPTBots** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gptbots) - [ **QuickBooks Online to GPTBots** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-gptbots) - [ **ActiveCampaign to GPTBots** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gptbots) Questions ## Birdview PSA and GPTBots, 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 GPTBots when something happens in Birdview PSA? Any of GPTBots's 7 actions, including Create Agent Conversation, Send Agent Message, Get conversation and List conversations. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GPTBots to Birdview PSA? Yes. When something happens in GPTBots, your agent can act in Birdview PSA too. This page covers both directions: GPTBots's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or GPTBots? 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 GPTBots 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.