--- title: "Connect Birdview PSA and Knack - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Create Record\" in Knack." canonical: "https://apiant.ai/connect/birdview-psa-to-knack" --- # Connect Birdview PSA and Knack When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Create Record** in [Knack](https://apiant.ai/connections/knack), or **New View Record** in Knack 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 Knack **1** trigger Knack **11** 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 Knack 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 Knack can do together ### From Birdview PSA to Knack - When **New Project** in Birdview PSA then **Create Record** in Knack - When **Updated Project** in Birdview PSA then **Create View Record** in Knack ### From Knack to Birdview PSA - When **New View Record** in Knack then **Post Activity Message** in Birdview PSA - When **New View Record** in Knack 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 Knack ## Triggers and actions 3 triggers · 18 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 View Record** Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record. - Action **Create Record** Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1). - Action **Create View Record** create a record through a view, including inserting a connected record (view-based) - Action **Delete Record** Delete a record from a Knack object by ID. - Action **Delete View Record** delete a record through a view (view-based) - Action **Get Record** Retrieve a single record by ID from a Knack object. - Action **Get View Record** Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record. - Action **List Records** Retrieve records from a Knack object, with optional paging and filters. - Action **List View Records** retrieve records through a view (view-based, applies view permissions/filters) - Action **Update Record** Update an existing record in a Knack object by ID. - Action **Update View Record** update a record through a view (view-based) - Action **Upload File or Image** upload a file or image asset to associate with a record field ## 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) - [ **Knack** Knack is an online database and app builder. Read and write records in your Knack objects.](https://apiant.ai/connections/knack) 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 Knack - [ **ActiveCampaign to Knack** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-knack) - [ **Asana to Knack** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-knack) - [ **JIRA to Knack** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-knack) - [ **SendGrid to Knack** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-knack) - [ **JotForm to Knack** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-knack) - [ **Capsule CRM to Knack** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-knack) Questions ## Birdview PSA and Knack, 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 Knack when something happens in Birdview PSA? Any of Knack's 11 actions, including Create Record, Create View Record, Update Record and Update View Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Knack to Birdview PSA? Yes. When something happens in Knack, your agent can act in Birdview PSA too. This page covers both directions: Knack's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Knack? 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 Knack 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.