Integration
Connect Birdview PSA and Paid Memberships Pro
When New Project fires in Birdview PSA, your agent runs Get order in Paid Memberships Pro, or Membership Level Changed in Paid Memberships Pro 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 Paid Memberships Pro 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 Paid Memberships Pro can do together
From Birdview PSA to Paid Memberships Pro
When New Project in Birdview PSA
then Get order in Paid Memberships Pro
From Paid Memberships Pro to 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 Paid Memberships Pro
Triggers and actions 4 triggers · 20 actions
- New Project
Triggers when a new project is created in Birdview.
- Updated Project
Triggers when a project is updated in Birdview PSA, returning the latest version of the project.
- Create Activity
Creates a new activity (task) in a Birdview project and returns the created activity.
- Create Project
Creates a new project in Birdview PSA and returns the created project record.
- Create Project (With Custom Fields)
Creates a project in Birdview PSA, including values for your account's custom project fields.
- Find Project
Finds projects in Birdview by name and other filters, returning the matching projects and the first match.
- Post Activity Message
Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
- Post Project Message
Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
- Update Activity
Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
- Membership Level Changed
Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date.
- Order Added or Updated
Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total).
- Add discount code
Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record.
- Cancel a User's Membership Level
Cancels a specific membership level for a member, identified by user ID or email.
- Change a User's Membership Level
Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership.
- Create a Membership Level Object
Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings.
- Delete membership level
Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API.
- Get discount code
Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value.
- Get membership level
Returns a membership level's full details, including pricing, billing cycle and expiration settings.
- Get order
Returns a membership order, including billing details, totals, payment gateway and status, by its order code.
- Get user's membership level
Returns the current membership level of a WordPress user, looked up by user ID or email.
- List membership levels
Returns all membership levels on your Paid Memberships Pro site, including inactive levels.
- List recent orders
Returns the most recently added or updated membership orders on your site, newest first.
- List user's membership levels
Returns every membership level a member currently holds, looked up by their WordPress user ID or email address.
- Update membership level
Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level.
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 Paid Memberships Pro
Google Drive to Paid Memberships ProGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Paid Memberships ProMailchimp marketing automation and email platform.
Questions
Birdview PSA and Paid Memberships Pro, 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 Paid Memberships Pro when something happens in Birdview PSA?
Any of Paid Memberships Pro's 13 actions, including Create a Membership Level Object, Update membership level, Add discount code and Change a User's Membership Level. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Paid Memberships Pro to Birdview PSA?
Yes. When something happens in Paid Memberships Pro, your agent can act in Birdview PSA too. This page covers both directions: Paid Memberships Pro's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or Paid Memberships Pro?
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 Paid Memberships Pro 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.