Integration
Connect Birdview PSA and Pledge
When New Project fires in Birdview PSA, your agent runs Create Donation in Pledge, or New Donation in Pledge 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 Pledge 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Pledge can do together
From Birdview PSA to Pledge
When New Project in Birdview PSA
then Create Donation in Pledge
When Updated Project in Birdview PSA
then Create Impact Calculator in Pledge
From Pledge to Birdview PSA
When New Donation in Pledge
then Post Activity Message in Birdview PSA
When New Donation in Pledge
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 Pledge
Triggers and actions 3 triggers · 17 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
New DonationTriggers when a new donation is made through your Pledge account.
Action
Create DonationCreates a donation to a nonprofit on behalf of a donor.
Action
Create Impact CalculatorCreates an impact calculator that shows donors what their gift achieves.
Action
Get DonationReturns one donation by its ID.
Action
Get FundraiserReturns one fundraiser by its ID.
Action
Get Impact CalculatorReturns one impact calculator by its ID.
Action
Get OrganizationReturns one nonprofit organization by its ID.
Action
List DonationsReturns a page of the donations made through your account.
Action
List Impact CalculatorsReturns a page of your impact calculators.
Action
Request OrganizationAsks Pledge to add a nonprofit to its database by its NGO ID (EIN).
Action
Search OrganizationsSearches Pledge's nonprofit database by keyword, NGO ID, region, postal code or country.
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
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More into Pledge
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Google Sheets to PledgeGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PledgeGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PledgeGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PledgeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PledgeMailchimp marketing automation and email platform.
Questions
Birdview PSA and Pledge, 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 Pledge when something happens in Birdview PSA?
Any of Pledge's 10 actions, including Create Donation, Create Impact Calculator, Get Donation and Get Fundraiser. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pledge to Birdview PSA?
Yes. When something happens in Pledge, your agent can act in Birdview PSA too. This page covers both directions: Pledge's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or Pledge?
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 Pledge 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.