Connect Birdview PSA and Method CRM

Both apps 29Birdview PSA 9Method CRM 20

• 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 Activity

  Triggers when a new activity is added in Method CRM.

• Trigger
  New Contact

  Triggers when a new contact is added in Method CRM.

• Trigger
  New Customer or Customer Lead (QuickBooks Only)

  Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.

• Trigger
  New Customer/Vendor or Customer/Vendor Lead (Xero Only)

  Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Method CRM.

• Trigger
  New Vendor

  Triggers when a new vendor is added in Method CRM.

• Action
  Add Activity

  Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).

• Action
  Add Contact to Existing Entity

  Creates a contact in Method CRM linked to an existing customer, vendor or lead.

• Action
  Add Customer or Customer Lead (QuickBooks Only)

  Creates a customer or customer lead in a QuickBooks-synced Method CRM account.

• Action
  Add Customer/Vendor or Customer/Vendor Lead (Xero Only)

  Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero.

• Action
  Add Generic Entry

  Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id.

• Action
  Add Opportunity

  Creates a new opportunity in your Method CRM account.

• Action
  Delete record

  Deletes a record from a Method CRM table, such as a contact, customer or activity.

• Action
  Find Contact

  Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.

• Action
  Find Customer or Customer Lead (QuickBooks Only)

  Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.

• Action
  Find Customer/Vendor or Customer/Vendor Lead (Xero Only)

  Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.

• Action
  Find records by criteria

  Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.

• Action
  Find Vendor

  Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.

• Action
  Get record

  Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.

• Action
  Update record

  Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.