--- title: "Connect Birdview PSA and Vision6 - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Add a Contact\" in Vision6." canonical: "https://apiant.ai/connect/birdview-psa-to-vision6" --- # Connect Birdview PSA and Vision6 When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add a Contact** in [Vision6](https://apiant.ai/connections/vision6), or **Contact Was Added** in Vision6 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 Vision6 **4** triggers Vision6 **13** 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 Vision6 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 Vision6 can do together ### From Birdview PSA to Vision6 - When **New Project** in Birdview PSA then **Add a Contact** in Vision6 - When **Updated Project** in Birdview PSA then **Send transactional email** in Vision6 ### From Vision6 to Birdview PSA - When **Contact Was Added** in Vision6 then **Post Activity Message** in Birdview PSA - When **Contact Was Updated** in Vision6 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 Vision6 ## Triggers and actions 6 triggers · 20 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 **Contact Was Added** Triggered when a contact is added to the chosen list. - Trigger **Contact Was Deactivated** Triggered when a contact in the chosen list is deactivated. - Trigger **Contact Was Unsubscribed** Triggered when a contact in the chosen list unsubscribes from email. - Trigger **Contact Was Updated** Triggered when a contact in the chosen list is updated. - Action **Add a Contact** Adds one or more contacts to a Vision6 list and returns how many were sent. Vision6 does not return the new contact IDs; use Find contacts by criteria to look them up. - Action **Add field** Adds a new field to a Vision6 list and returns the new field's ID. - Action **Add list** Creates a new contact list in a Vision6 folder. - Action **Deactivate a Contact** Deactivates a contact in a Vision6 list so they no longer receive messages sent to that list. - Action **Delete a Contact** Deletes a contact from a Vision6 list. - Action **Find contacts by criteria** Returns the contacts in a list that match the search conditions you supply. - Action **Find messages by criteria** Returns the email and SMS messages that match your search criteria, such as subject, name or folder. - Action **List lists** Returns the contact lists in your Vision6 account, optionally filtered by search criteria and sorted. - Action **Reactivate a Contact** Reactivates a previously deactivated contact in a Vision6 list so they receive messages again. - Action **Send transactional email** Sends an email with the supplied subject and content to up to 100 recipients, adding or updating them as contacts on the chosen list. - Action **Subscribe a Contact** Subscribes a single contact to a Vision6 list, triggering the list's subscribe campaigns and autoresponders, and returns the contact's ID. - Action **Unsubscribe a Contact** Unsubscribes every contact with the given email address or mobile number from a list and adds them to the Unsubscriber List. - Action **Update a Contact** Updates one or more existing contacts in a Vision6 list with new field values. ## 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) - [ **Vision6** Grow your business with powerful email and SMS marketing by using Vision6.](https://apiant.ai/connections/vision6) 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 Vision6 - [ **HubSpot to Vision6** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vision6) - [ **Salesforce to Vision6** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vision6) - [ **Slack to Vision6** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vision6) - [ **Google Sheets to Vision6** Google Sheets](https://apiant.ai/connect/google-sheets-to-vision6) - [ **Gmail to Vision6** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vision6) - [ **Google Calendar to Vision6** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vision6) Questions ## Birdview PSA and Vision6, 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 Vision6 when something happens in Birdview PSA? Any of Vision6's 13 actions, including Send transactional email, Update a Contact, Add a Contact and Add field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vision6 to Birdview PSA? Yes. When something happens in Vision6, your agent can act in Birdview PSA too. This page covers both directions: Vision6's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Vision6? 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 Vision6 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.