--- title: "Connect Birdview PSA and Hyros - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Refund Order\" in Hyros, or \"New Call\" in Hyros to \"Post Activity Message\" in Birdview PSA." canonical: "https://apiant.ai/connect/birdview-psa-to-hyros" --- # Connect Birdview PSA and Hyros When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Refund Order** in [Hyros](https://apiant.ai/connections/hyros), or **New Call** in Hyros 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 Hyros **5** triggers Hyros **20** 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 Hyros 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 Hyros can do together ### From Birdview PSA to Hyros - When **New Project** in Birdview PSA then **Refund Order** in Hyros - When **Updated Project** in Birdview PSA then **Find Lead Clicks** in Hyros ### From Hyros to Birdview PSA - When **New Call** in Hyros then **Post Activity Message** in Birdview PSA - When **New Lead** in Hyros 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 Hyros ## Triggers and actions 7 triggers · 27 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 Call** Triggers when a new call is recorded in HYROS. - Trigger **New Lead** Triggers when a new lead is created in HYROS. - Trigger **New Sale** Triggers when a new sale is recorded in HYROS. - Trigger **New Sale Attributed** Triggers when a new sale is recorded and attributed in Hyros. - Trigger **New Subscription** Triggers when a new subscription is recorded in HYROS. - Action **Delete Call** Deletes a call. - Action **Delete Sale** Deletes a sale. - Action **Find Lead Clicks** Returns the tracked clicks of a lead. - Action **Find Leads** Finds leads by ID, email or creation date. - Action **Find Sales** Finds sales by ID, email, lead, product tag or date. - Action **Find Subscriptions** Finds subscriptions by ID, email, lead, product tag, status or date. - Action **Get Ad Accounts Attribution Report** Returns sales, revenue, cost and other attribution figures per ad account. - Action **Get Ads Attribution Report** Returns sales, revenue, cost and other attribution figures per ad, ad set or campaign. - Action **Get Lead Journey** Returns the attribution journey of one or more leads: their sales and the sources that led to them. - Action **Get User Info** Returns the profile of the account the API key belongs to. - Action **List Ads** Returns the ads HYROS tracks for an ad platform. - Action **List Domains** Returns the domains configured in the account. - Action **List Keywords** Returns the keywords of a Google ad group. - Action **List Lead Stages** Returns the lead stages in the account. - Action **List Sources** Returns the traffic sources in the account. - Action **List Tags** Returns every tag in the account. - Action **Refund Order** Refunds an order and updates the income of its lead. - Action **Retrieve Calls** Finds calls by ID, email, lead, product tag, qualification or date. - Action **Update Call** Updates the name, state or qualification of calls. - Action **Update Sale** Marks sales as refunded or recurring. ## 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) - [ **Hyros** HYROS makes profitable action clear for high end digital businesses with laser accurate sales attribution...](https://apiant.ai/connections/hyros) 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 Hyros - [ **HubSpot to Hyros** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hyros) - [ **Google Sheets to Hyros** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-hyros) - [ **Gmail to Hyros** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hyros) - [ **Google Calendar to Hyros** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hyros) - [ **Google Drive to Hyros** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-hyros) - [ **ActiveCampaign to Hyros** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-hyros) Questions ## Birdview PSA and Hyros, 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 Hyros when something happens in Birdview PSA? Any of Hyros's 20 actions, including Update Call, Update Sale, Find Lead Clicks and Find Leads. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hyros to Birdview PSA? Yes. When something happens in Hyros, your agent can act in Birdview PSA too. This page covers both directions: Hyros's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Hyros? 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 Hyros 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.