--- title: "Connect Birdview PSA and JOIN - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Add candidate note\" in JOIN." canonical: "https://apiant.ai/connect/birdview-psa-to-join" --- # Connect Birdview PSA and JOIN When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add candidate note** in [JOIN](https://apiant.ai/connections/join), or **Application Created** in JOIN 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 JOIN **3** triggers JOIN **16** 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 JOIN 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 JOIN can do together ### From Birdview PSA to JOIN - When **New Project** in Birdview PSA then **Add candidate note** in JOIN - When **Updated Project** in Birdview PSA then **Add job** in JOIN ### From JOIN to Birdview PSA - When **Application Created** in JOIN then **Post Activity Message** in Birdview PSA - When **Job Published** in JOIN 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 JOIN ## Triggers and actions 5 triggers · 23 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 **Application Created** Triggers when a new job application is received in JOIN. - Trigger **Job Published** Triggers when a job is published (goes online) in JOIN. - Trigger **Job Unpublished** Triggers when a job is taken offline or archived in JOIN. - Action **Add candidate note** Adds a note to a candidate in JOIN. - Action **Add job** Creates a job in JOIN. New jobs are activated and multiposted to job boards automatically. - Action **Add location** Creates a new office location in JOIN that job ads can be assigned to. - Action **Create Application** Creates an application for a candidate on a JOIN job, optionally attaching documents such as a CV. - Action **Get application** Returns one job application, including its candidate, job, attachments, screening answers and pipeline stage. - Action **Get candidate** Returns a single JOIN candidate by id, including contact details, tags, consent status and their applications, with notes optionally embedded. - Action **Get job** Returns a single JOIN job by its ID, including its title, status, office and optionally its full content. - Action **Get Jobs** Returns jobs in your JOIN account, optionally filtered by status, title, country, external id, or creation/update dates. - Action **Get Online Jobs** Returns the jobs currently published (online) in your JOIN account, optionally filtered by title, country, dates or external id. - Action **List applications** Returns the applications in your JOIN account, optionally filtered by job, dates, country, hiring state or pipeline stage. - Action **List candidate notes** Returns all notes recorded on a candidate in JOIN, including replies. - Action **List candidates** Returns the candidates in your JOIN company, optionally filtered by a name/email search or creation date. - Action **List candidate scorecards** Returns the scorecards submitted for a candidate's job application, including each interviewer's overall recommendation, attribute ratings and question answers. - Action **List locations** Returns the office locations in your JOIN account, optionally filtered by country or city. - Action **Update job** Updates an existing job's details, such as title, description, office, salary, and application requirements. Fields you leave blank stay unchanged. - Action **Update Job Status** Changes a JOIN job's status to online, offline or archived, and returns the job's ID. ## 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) - [ **JOIN** JOIN is a recruiting platform with tools for job ad creation, multiposting, applicant tracking, and...](https://apiant.ai/connections/join) 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 JOIN - [ **HubSpot to JOIN** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-join) - [ **Google Sheets to JOIN** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-join) - [ **Gmail to JOIN** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-join) - [ **Google Calendar to JOIN** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-join) - [ **Google Drive to JOIN** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-join) - [ **ActiveCampaign to JOIN** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-join) Questions ## Birdview PSA and JOIN, 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 JOIN when something happens in Birdview PSA? Any of JOIN's 16 actions, including Create Application, Update job, Update Job Status and Add candidate note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JOIN to Birdview PSA? Yes. When something happens in JOIN, your agent can act in Birdview PSA too. This page covers both directions: JOIN's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or JOIN? 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 JOIN 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.