Integration
Connect Birdview PSA and thanks.io
When New Project fires in Birdview PSA, your agent runs Lookup Address by Email in thanks.io, or New Order in thanks.io 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 thanks.io to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 thanks.io can do together
From Birdview PSA to thanks.io
When New Project in Birdview PSA
then Lookup Address by Email in thanks.io
From thanks.io 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 thanks.io
Triggers and actions 5 triggers · 10 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.
- Item Delivered
Triggers when a postcard, letter, notecard, or giftcard is delivered to a recipient.
- New Order
Fires once for each new order placed in your thanks.io account.
- QR Code Scan
Triggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.
- Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
- Delete Recipient
Deletes a Recipient from Mailing List.
- Lookup Address by Email
Returns the mailing address on file for a recipient in a thanks.io mailing list, looked up by their email address. Returns an empty list of matches when no recipient in that list has the email.
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 thanks.io
Goaffpro to thanks.ioAffiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...
Uploadcare to thanks.ioFile system as a service to handle your web and mobile app uploads.
Questions
Birdview PSA and thanks.io, 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 thanks.io when something happens in Birdview PSA?
Any of thanks.io's 3 actions, including Add Recipient, Lookup Address by Email and Delete Recipient. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from thanks.io to Birdview PSA?
Yes. When something happens in thanks.io, your agent can act in Birdview PSA too. This page covers both directions: thanks.io's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or thanks.io?
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.
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.