--- title: "Connect Birdview PSA and PassEngine - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Send pass email\" in PassEngine." canonical: "https://apiant.ai/connect/birdview-psa-to-passengine" --- # Connect Birdview PSA and PassEngine When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Send pass email** in [PassEngine](https://apiant.ai/connections/passengine), or **New Client** in PassEngine 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 PassEngine **4** triggers PassEngine **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 PassEngine 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 PassEngine can do together ### From Birdview PSA to PassEngine - When **New Project** in Birdview PSA then **Send pass email** in PassEngine - When **Updated Project** in Birdview PSA then **Create Client** in PassEngine ### From PassEngine to Birdview PSA - When **New Client** in PassEngine then **Post Activity Message** in Birdview PSA - When **New Pass** in PassEngine 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 PassEngine ## Triggers and actions 6 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 Client** Triggers when a new client is created. - Trigger **New Pass** Triggers when a new pass is created in PassEngine. - Trigger **Pass Scanned** Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it. - Trigger **Pass Status Changed** Triggers when a pass status changes (active, used, expired, revoked). - Action **Activate Pass** Reactivates a pass, setting its status back to active and notifying wallet apps. - Action **Create Client** Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes. - Action **Create Pass** Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link. - Action **Get client** Returns a single client (customer) by ID, including their name, email, phone and notes. - Action **Get pass** Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL. - Action **List clients** Returns the clients in your PassEngine account, optionally filtered by name, email or phone. - Action **List passes** Returns the passes in your PassEngine account, optionally filtered by name/code text or status. - Action **Revoke Pass** Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change. - Action **Scan Pass** Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why. - Action **Send pass email** Emails an existing pass to a recipient. Returns the queued email delivery with its status. - Action **Update Pass** Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed. ## 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) - [ **PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connections/passengine) 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 PassEngine - [ **HubSpot to PassEngine** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-passengine) - [ **Google Sheets to PassEngine** Google Sheets](https://apiant.ai/connect/google-sheets-to-passengine) - [ **Gmail to PassEngine** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-passengine) - [ **Google Calendar to PassEngine** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-passengine) - [ **Google Drive to PassEngine** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-passengine) - [ **Mailchimp to PassEngine** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-passengine) Questions ## Birdview PSA and PassEngine, 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 PassEngine when something happens in Birdview PSA? Any of PassEngine's 11 actions, including Create Client, Create Pass, Send pass email and Update Pass. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PassEngine to Birdview PSA? Yes. When something happens in PassEngine, your agent can act in Birdview PSA too. This page covers both directions: PassEngine's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or PassEngine? 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 PassEngine 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.