Integration
Connect Birdview PSA to Userlist
When New Project fires in Birdview PSA, your agent runs Send Transactional Message in Userlist. 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 Userlist 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 can start in Userlist
When New Project in Birdview PSA
then Send Transactional Message in Userlist
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 Userlist
Triggers and actions 2 triggers · 15 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.
- Create an Event
Records a custom event for a user or company in Userlist, which can start campaigns and workflows.
- Create or Update Company
Creates a company in Userlist, or updates the existing company with the same identifier.
- Create or Update Relationship
Links a user to a company in Userlist, or updates the properties of their existing link.
- Create or Update User
Creates a user in Userlist, or updates the existing user with the same identifier or email.
- Delete a Company
Deletes a company from Userlist by identifier. Nothing happens if the company does not exist.
- Delete a Relationship
Removes the link between a user and a company in Userlist. Nothing happens if they are not linked.
- Delete a User
Deletes a user from Userlist by identifier or email. Nothing happens if the user does not exist.
- Send Transactional Message
Sends a transactional email or in-app message through Userlist, from a template or with your own subject and body.
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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
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 Userlist
Questions
Birdview PSA and Userlist, 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 Userlist when something happens in Birdview PSA?
Any of Userlist's 8 actions, including Create an Event, Create or Update Company, Create or Update Relationship and Create or Update User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Userlist to Birdview PSA?
Userlist has no triggers in the catalog today, so automations start in Birdview PSA. If you need the other direction, ask: your agent reads Userlist's API documentation and adds it.
Do I have to build a connector for Birdview PSA or Userlist?
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 Userlist 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.