Integration
Connect Birdview PSA and Urable
When New Project fires in Birdview PSA, your agent runs List customers in Urable, or Completed Job in Urable 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 Urable 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 Urable can do together
From Birdview PSA to Urable
When New Project in Birdview PSA
then List customers in Urable
From Urable to Birdview PSA
When Completed Job in Urable
then Post Activity Message in Birdview PSA
When New Customer in Urable
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 Urable
Triggers and actions 11 triggers · 8 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
Completed JobTriggers when a job in Urable is marked completed.
Trigger
Fulfilled OrderTriggers when an order in Urable is marked fulfilled.
Trigger
New CustomerTriggers when a new customer is added in Urable.
Trigger
New EventTriggers when a new event (meeting, consultation, reminder, time off, etc.) is created in Urable.
Trigger
New JobTriggers when a new job is created in Urable.
Trigger
New or Updated CustomerTriggers when a customer is added or an existing customer's details change in Urable.
Trigger
New or Updated EventTriggers when an event (meeting, consultation, reminder, time off and so on) is created or modified in Urable.
Trigger
New or Updated JobTriggers when a job is created or updated in Urable.
Trigger
Paid OrderTriggers when an order in Urable is marked paid, newest paid first.
Action
List customersReturns the customers in your Urable account, optionally only those matching an email address.
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 Urable
HubSpot to UrableHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to UrableSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to UrableSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to UrableGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to UrableGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to UrableGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Birdview PSA and Urable, 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 Urable when something happens in Birdview PSA?
Any of Urable's 1 action, including List customers. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Urable to Birdview PSA?
Yes. When something happens in Urable, your agent can act in Birdview PSA too. This page covers both directions: Urable's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA or Urable?
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 Urable 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.