--- title: "Connect Birdview PSA and Zipzign - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Add document\" in Zipzign." canonical: "https://apiant.ai/connect/birdview-psa-to-zipzign" --- # Connect Birdview PSA and Zipzign When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Add document** in [Zipzign](https://apiant.ai/connections/zipzign), or **New document created** in Zipzign 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 Zipzign **2** triggers Zipzign **6** 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 Zipzign 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 Zipzign can do together ### From Birdview PSA to Zipzign - When **New Project** in Birdview PSA then **Add document** in Zipzign - When **Updated Project** in Birdview PSA then **Update document** in Zipzign ### From Zipzign to Birdview PSA - When **New document created** in Zipzign then **Post Activity Message** in Birdview PSA - When **Document signed** in Zipzign 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 Zipzign ## Triggers and actions 4 triggers · 13 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 **Document signed** Fires when every signer on a ZipZign signable document has signed (the document.signed webhook event). Other ZipZign events delivered to the same endpoint are ignored. - Trigger **New document created** Fires when a document is created; delivered via the document.created webhook event. - Action **Add document** Create a new document (readable, signable, or payable) - Action **Delete document** Marks a ZipZign document as deleted. Recipients then see a "no longer available" page. Documents that have been paid or signed cannot be deleted. - Action **Get document** Fetches a document by ID, including its status, PDF link, signers, payment details and metadata. An error occurs if the document is not found. - Action **Submit signature** Submits a signer's signature for a signable document using the signer's token from their signing link. - Action **Update document** Replaces a document's content (HTML, template or PDF) and resets it to its active status, or renames it when only a name is given. - Action **Verify integrity** Checks whether a signed document has been tampered with by comparing its current SHA-256 hash to the one recorded at signing time. ## 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) - [ **Zipzign** API that turns HTML into a hosted PDF and collects e-signatures or payments from recipients with no account...](https://apiant.ai/connections/zipzign) 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 Zipzign - [ **HubSpot to Zipzign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zipzign) - [ **Salesforce to Zipzign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zipzign) - [ **Slack to Zipzign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zipzign) - [ **Google Sheets to Zipzign** Google Sheets](https://apiant.ai/connect/google-sheets-to-zipzign) - [ **Gmail to Zipzign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zipzign) - [ **Google Calendar to Zipzign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zipzign) Questions ## Birdview PSA and Zipzign, 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 Zipzign when something happens in Birdview PSA? Any of Zipzign's 6 actions, including Update document, Add document, Get document and Submit signature. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zipzign to Birdview PSA? Yes. When something happens in Zipzign, your agent can act in Birdview PSA too. This page covers both directions: Zipzign's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Zipzign? 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 Zipzign 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.