--- title: "Connect Birdview PSA and Vouchery.io - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Create Customer\" in Vouchery.io." canonical: "https://apiant.ai/connect/birdview-psa-to-vouchery-io" --- # Connect Birdview PSA and Vouchery.io When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Create Customer** in [Vouchery.io](https://apiant.ai/connections/vouchery-io), or **New Voucher** in Vouchery.io 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 Vouchery.io **1** trigger Vouchery.io **14** 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 Vouchery.io 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 Vouchery.io can do together ### From Birdview PSA to Vouchery.io - When **New Project** in Birdview PSA then **Create Customer** in Vouchery.io - When **Updated Project** in Birdview PSA then **Update customer** in Vouchery.io ### From Vouchery.io to Birdview PSA - When **New Voucher** in Vouchery.io then **Post Activity Message** in Birdview PSA - When **New Voucher** in Vouchery.io 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 Vouchery.io ## Triggers and actions 3 triggers · 21 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 **New Voucher** Triggers when a new voucher is created in the selected Vouchery campaign. - Action **Add campaign** Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign. - Action **Assign vouchers to customer** Assigns one or more voucher codes to a customer and returns the customer's updated record. - Action **Cancel redemption** Cancels a redemption by its redemption ID, marking it as cancelled. - Action **Confirm redemption** Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption. - Action **Create Customer** Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata. - Action **Create Redemption** Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted. - Action **Delete customer** Deletes a customer from your Vouchery project by their identifier. - Action **Find Voucher** Finds a voucher by its code and returns its status, campaign, customer and redemption details. - Action **Get campaign** Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics. - Action **Get customer** Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics. - Action **Get redemption** Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards. - Action **List campaigns** Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program. - Action **List customers** Returns the customers in your Vouchery project, optionally filtered by identifier or email. - Action **Update customer** Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed. ## 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) - [ **Vouchery.io** Vouchery is an all-in-one promotional suite to help you orchestrate & deliver the right incentive at every...](https://apiant.ai/connections/vouchery-io) 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 Vouchery.io - [ **HubSpot to Vouchery.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vouchery-io) - [ **Salesforce to Vouchery.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vouchery-io) - [ **Slack to Vouchery.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vouchery-io) - [ **Google Sheets to Vouchery.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-vouchery-io) - [ **Gmail to Vouchery.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vouchery-io) - [ **Google Calendar to Vouchery.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vouchery-io) Questions ## Birdview PSA and Vouchery.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 Vouchery.io when something happens in Birdview PSA? Any of Vouchery.io's 14 actions, including Create Customer, Create Redemption, Update customer and Add campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vouchery.io to Birdview PSA? Yes. When something happens in Vouchery.io, your agent can act in Birdview PSA too. This page covers both directions: Vouchery.io's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Vouchery.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. ### ### Can my AI client use Birdview PSA and Vouchery.io 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.