--- title: "Connect Birdview PSA and Website Toolbox Community - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Add to User Group\" in Website Toolbox Community." canonical: "https://apiant.ai/connect/birdview-psa-to-website-toolbox-community" --- # Connect Birdview PSA and Website Toolbox Community When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add to User Group** in [Website Toolbox Community](https://apiant.ai/connections/website-toolbox-community), or **New Post** in Website Toolbox Community 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 Website Toolbox Community **8** triggers Website Toolbox Community **21** 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 Website Toolbox Community 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 Website Toolbox Community can do together ### From Birdview PSA to Website Toolbox Community - When **New Project** in Birdview PSA then **Add to User Group** in Website Toolbox Community - When **Updated Project** in Birdview PSA then **Create User** in Website Toolbox Community ### From Website Toolbox Community to Birdview PSA - When **New Post** in Website Toolbox Community then **Post Activity Message** in Birdview PSA - When **New Topic** in Website Toolbox Community 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 Website Toolbox Community ## Triggers and actions 10 triggers · 28 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 Post** Triggers when a new post is made in any topic of your Website Toolbox forum. - Trigger **New Topic** Triggers when a new topic is started in your Website Toolbox forum. - Trigger **New User** Triggers when a new user registers on your Website Toolbox community forum. - Trigger **Post Approved** Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved). - Trigger **Post Updated** Triggers when an existing forum post is edited. - Trigger **Topic Updated** Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited. - Trigger **User Email Verified** Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group. - Trigger **User Updated** Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields. - Action **Add to User Group** Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses. - Action **Create Category** Creates a new category in your Website Toolbox forum. - Action **Create Topic** Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name. - Action **Create User** Creates a new member account on your Website Toolbox forum. - Action **Delete Category** Deletes a forum category from your Website Toolbox community. - Action **Delete Post** Deletes a post (reply) from your Website Toolbox forum. - Action **Delete Topic** Deletes a forum topic, along with its posts, from your Website Toolbox community. - Action **Delete User** Deletes a member from your Website Toolbox forum. - Action **Find topics by search term** Returns the forum topics whose title contains the search term you enter. - Action **Get category** Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts. - Action **Get post** Returns a single forum post by its id, including its message, subject, topic, category and author. - Action **Get topic** Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked. - Action **Get user** Returns a single forum member's profile from your Website Toolbox community, looked up by user id. - Action **List categories** Returns every category in your Website Toolbox forum, with each category's id, title and settings. - Action **List posts** Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected. - Action **List topics** Returns the topics (discussion threads) in your Website Toolbox forum. - Action **List users** Returns the users registered on your Website Toolbox forum. - Action **Update category** Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed. - Action **Update Post** Updates the text of an existing post in your Website Toolbox forum and returns the updated post. - Action **Update Topic** Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is. - Action **Update User** Updates a community member's username, email address or password. Fields left blank are not 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) - [ **Website Toolbox Community** Organize your discussions into searchable topics and categories under your brand with an independent or...](https://apiant.ai/connections/website-toolbox-community) 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 Website Toolbox Community - [ **HubSpot to Website Toolbox Community** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-website-toolbox-community) - [ **Salesforce to Website Toolbox Community** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-website-toolbox-community) - [ **Slack to Website Toolbox Community** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-website-toolbox-community) - [ **Google Sheets to Website Toolbox Community** Google Sheets](https://apiant.ai/connect/google-sheets-to-website-toolbox-community) - [ **Gmail to Website Toolbox Community** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-website-toolbox-community) - [ **Google Calendar to Website Toolbox Community** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-website-toolbox-community) Questions ## Birdview PSA and Website Toolbox Community, 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 Website Toolbox Community when something happens in Birdview PSA? Any of Website Toolbox Community's 21 actions, including Create Category, Create Topic, Create User and Update category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Website Toolbox Community to Birdview PSA? Yes. When something happens in Website Toolbox Community, your agent can act in Birdview PSA too. This page covers both directions: Website Toolbox Community's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Website Toolbox Community? 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 Website Toolbox Community 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.