--- title: "Connect Birdview PSA and Inistate - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Create Entry\" in Inistate." canonical: "https://apiant.ai/connect/birdview-psa-to-inistate" --- # Connect Birdview PSA and Inistate When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Create Entry** in [Inistate](https://apiant.ai/connections/inistate), or **Changed Information** in Inistate 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 Inistate **6** triggers Inistate **9** 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 Inistate 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 Inistate can do together ### From Birdview PSA to Inistate - When **New Project** in Birdview PSA then **Create Entry** in Inistate - When **Updated Project** in Birdview PSA then **Duplicate Entry** in Inistate ### From Inistate to Birdview PSA - When **Changed Information** in Inistate then **Post Activity Message** in Birdview PSA - When **Changed State** in Inistate 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 Inistate ## Triggers and actions 8 triggers · 16 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 **Activity Performed** Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time. - Trigger **Changed Information** Triggers when an entry's information in an Inistate module is changed. - Trigger **Changed State** Triggers when an entry in the selected Inistate module moves to a different workflow state. - Trigger **Information Due** Triggers when an entry in the chosen module reaches its due date. - Trigger **New Entry** Triggers when a new entry is created in the selected Inistate module. - Trigger **Updated Entry** Triggers when an entry in the selected module is created or changed. - Action **Create Entry** Creates a new entry in an Inistate module with the field values you supply. - Action **Delete Entry** Deletes an entry from an Inistate module. - Action **Duplicate Entry** Creates a copy of an existing entry in an Inistate module. - Action **Edit Entry** Edits an existing entry in an Inistate module, updating the field values you supply. - Action **Get Activity Form** Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options. - Action **List Entries** Returns entries from an Inistate module, optionally narrowed to one of the module's listings. - Action **List Modules** Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace. - Action **List Workspaces** Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name. - Action **Perform Activity** Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow. ## 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) - [ **Inistate** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connections/inistate) 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 Inistate - [ **Cassidy to Inistate** Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven...](https://apiant.ai/connect/cassidy-to-inistate) - [ **HubSpot to Inistate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-inistate) - [ **Google Sheets to Inistate** Google Sheets](https://apiant.ai/connect/google-sheets-to-inistate) - [ **Gmail to Inistate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-inistate) - [ **Google Calendar to Inistate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-inistate) - [ **Google Drive to Inistate** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-inistate) Questions ## Birdview PSA and Inistate, 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 Inistate when something happens in Birdview PSA? Any of Inistate's 9 actions, including Create Entry, Duplicate Entry, Edit Entry and Get Activity Form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Inistate to Birdview PSA? Yes. When something happens in Inistate, your agent can act in Birdview PSA too. This page covers both directions: Inistate's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Inistate? 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 Inistate 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.