Integration
Connect Birdview PSA and Rocketlane
When New Project fires in Birdview PSA, your agent runs Create Project in Rocketlane, or Account Created in Rocketlane 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 Rocketlane 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 Rocketlane can do together
From Birdview PSA to Rocketlane
When New Project in Birdview PSA
then Create Project in Rocketlane
When Updated Project in Birdview PSA
then Update Project in Rocketlane
From Rocketlane to Birdview PSA
When Account Created in Rocketlane
then Post Activity Message in Birdview PSA
When Account Updated in Rocketlane
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 Rocketlane
Triggers and actions 8 triggers · 19 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
Account CreatedTriggers when a new account is created.
Trigger
Account UpdatedTriggers when a account is updated.
Trigger
Project CreatedTriggers when a new project is created.
Trigger
Project UpdatedTriggers when a project is updated.
Trigger
Task CreatedTriggers when a new task is created.
Trigger
Task UpdatedTriggers when a new task is updated.
Action
Archive ProjectArchives a project.
Action
Create AccountCreates an account.
Action
Create ProjectCreates a project.
Action
Create TaskCreates a Task.
Action
Delete ProjectDeletes a project.
Action
List TemplatesReturns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
Action
Post Task MessageCreates a new Task message.
Action
Search ProjectSearch Project By Id.
Action
Search TaskSearch Task By Id.
Action
Update ProjectUpdates a project.
Action
Update TaskUpdates a Task.
Action
UserSearch User By Email Id.
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 Rocketlane
HubSpot to RocketlaneHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to RocketlaneGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RocketlaneGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RocketlaneMailchimp marketing automation and email platform.
Shopify to RocketlaneShopify is a commerce platform for online stores and retail point-of-sale.
Pipedrive to RocketlanePipedrive is a sales CRM and pipeline management tool.
Questions
Birdview PSA and Rocketlane, 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 Rocketlane when something happens in Birdview PSA?
Any of Rocketlane's 12 actions, including Create Account, Create Project, Create Task and Post Task Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rocketlane to Birdview PSA?
Yes. When something happens in Rocketlane, your agent can act in Birdview PSA too. This page covers both directions: Rocketlane's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or Rocketlane?
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 Rocketlane 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.