Integration
Connect Birdview PSA and Orderry
When New Project fires in Birdview PSA, your agent runs Add Order Comment in Orderry, or Ad Campaigns in Orderry to Post Activity Message in Birdview PSA. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Birdview PSA and Orderry to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Birdview PSA and Orderry can do together
From Birdview PSA to Orderry
When New Project in Birdview PSA
then Add Order Comment in Orderry
When Updated Project in Birdview PSA
then Add Task Comment in Orderry
From Orderry to Birdview PSA
When Ad Campaigns in Orderry
then Post Activity Message in Birdview PSA
When Clients List in Orderry
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 Orderry
Triggers and actions 8 triggers · 36 actions
Trigger
New ProjectTriggers when a new project is created in Birdview.
Trigger
Updated ProjectTriggers when a project is updated in Birdview PSA, returning the latest version of the project.
Action
Create ActivityCreates a new activity (task) in a Birdview project and returns the created activity.
Action
Create ProjectCreates 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 ProjectFinds projects in Birdview by name and other filters, returning the matching projects and the first match.
Action
Post Activity MessagePosts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
Action
Post Project MessagePosts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
Action
Update ActivityUpdates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
Trigger
Ad CampaignsTriggers when a new ad campaign is added in Orderry.
Trigger
Clients ListTriggers when a new client is added in Orderry.
Trigger
Employees ListTriggers when a new employee is added to the Orderry account.
Trigger
Lead TypesTriggers when a new lead type is added to your Orderry account.
Trigger
LocationsTriggers when a new location (branch) is added to the Orderry account.
Trigger
Order Custom FieldsTriggers when a new custom field is defined for orders in Orderry.
Action
Add Booking ItemAdds a product or service line item to an existing booking.
Action
Add Order CommentAdds a comment to an order in Orderry, optionally marked as private.
Action
Add Task CommentAdds a comment to an existing task in Orderry, optionally marked as private.
Action
Changing Order StatusChanges the status of an Orderry order, optionally with a comment explaining the change.
Action
Create a ClientCreates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.
Action
Create a LeadCreates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.
Action
Create an OrderCreates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.
Action
Create an Order ItemAdds a product or service line item to an existing Orderry order.
Action
Create an Order or EstimateCreates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.
Action
Create a PaymentRecords a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.
Action
Create BookingCreates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.
Action
Create ProductCreates a new product in your Orderry catalog with its category, unit of measure, prices and other details.
Action
Create ServiceCreates a new service in your Orderry service catalog.
Action
Create TaskCreates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.
Action
Create Update_bookingUpdates an existing booking's location, status, assignee, client, schedule, resource or comment.
Action
Find ServiceFinds catalog services by name, barcode or category and returns the matching services.
Action
Get AssetsReturns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.
Action
Get Client by IDReturns a single client record, including its contact details and custom field values, by its ID.
Action
Get EstimateReturns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.
Action
Get Estimate by IdReturns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.
Action
Get LeadReturns a single lead by its ID, including contact details, status and custom field values.
Action
Get OrdersReturns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.
Action
Get TaskReturns a single task by its ID.
Action
Search for ClientsSearches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.
Action
Update an Order ItemUpdates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.
Action
Update an Order or EstimateUpdates an existing order estimate in Orderry, changing only the fields you fill in.
Action
Update_booking_itemUpdates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.
Action
Update ClientUpdates an existing client (person) in Orderry. Only the fields you fill in are changed.
Action
Update ProductUpdates an existing product in the Orderry catalog. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Birdview PSA
Birdview PSA to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Birdview PSA to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Birdview PSA to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Birdview PSA to Google SheetsGoogle Sheets
Birdview PSA to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Birdview PSA to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Orderry
HubSpot to OrderryHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to OrderryGoogle Sheets
Gmail to OrderryGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to OrderryGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to OrderryGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to OrderryMailchimp marketing automation and email platform.
Questions
Birdview PSA and Orderry, 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 Orderry when something happens in Birdview PSA?
Any of Orderry's 29 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Orderry to Birdview PSA?
Yes. When something happens in Orderry, your agent can act in Birdview PSA too. This page covers both directions: Orderry's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or Orderry?
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 Orderry 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.