Integration
Connect Birdview PSA and Yay! Forms
When New Project fires in Birdview PSA, your agent runs Create Field in Yay! Forms, or New Response in Yay! Forms 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 Yay! Forms 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)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 Yay! Forms can do together
From Birdview PSA to Yay! Forms
When New Project in Birdview PSA
then Create Field in Yay! Forms
When Updated Project in Birdview PSA
then Create Form in Yay! Forms
From Yay! Forms to Birdview PSA
When New Response in Yay! Forms
then Post Activity Message in Birdview PSA
When New Response in Yay! Forms
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 Yay! Forms
Triggers and actions 3 triggers · 19 actions
Trigger
New ProjectTriggers when a new project is created in Birdview.
Trigger
Updated ProjectTriggers when a project is updated in Birdview PSA, returning the latest version of the project.
Action
Create ActivityCreates a new activity (task) in a Birdview project and returns the created activity.
Action
Create ProjectCreates 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 ProjectFinds projects in Birdview by name and other filters, returning the matching projects and the first match.
Action
Post Activity MessagePosts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
Action
Post Project MessagePosts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
Action
Update ActivityUpdates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
Trigger
New ResponseTriggers when a new response is submitted.
Action
Create FieldAdds a new question field to a Yay! Forms form and returns the created field.
Action
Create FormCreates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
Action
Delete FieldDeletes one question field from a Yay! Forms form.
Action
Delete FormDeletes a Yay! Forms form along with its fields and responses.
Action
Get FormReturns one Yay! Forms form with its settings, theme, status and response counts.
Action
Get Form StatsReturns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
Action
List FieldsReturns every question field on a Yay! Forms form, in the order they appear.
Action
List FormsReturns the forms in a Yay! Forms workspace, one page at a time.
Action
List ResponsesReturns the responses submitted to a Yay! Forms form, one page at a time.
Action
List WorkspacesReturns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
Action
Update FieldUpdates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
Action
Update FormUpdates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.
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
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More into Yay! Forms
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Salesforce to Yay! FormsSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Yay! FormsSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
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Questions
Birdview PSA and Yay! Forms, 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 Yay! Forms when something happens in Birdview PSA?
Any of Yay! Forms's 12 actions, including Create Field, Create Form, Update Field and Update Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Yay! Forms to Birdview PSA?
Yes. When something happens in Yay! Forms, your agent can act in Birdview PSA too. This page covers both directions: Yay! Forms's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or Yay! Forms?
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 Yay! Forms 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.