birdsnest

birdsnest Help & Support

What birdsnest Triggers and Actions are Supported?

Supported Triggers#

  • New Activity - Triggers when a new activity is added to any measurement within a plan.
  • New Measurement - Triggers when a new measurement is added.
  • Activity Due - Triggers when an activity for a measurement is due.
  • New Client - Triggers when a new client is added to your account.
  • New Plan - Triggers when a new plan is added.

Supported Searches#

  • None yet!

Supported Actions#

  • Create Activity - Adds a new activity to a measurement.
  • Increment Activity - Increment the value of the last added activity.
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How to Get Started with birdsnest on Zapier

To get started with birdsnest on Zapier, first you will need to click to connect your birdsnest account to use with your Zap.

Click to connect birdsnest

Next, you'll be asked to enter your birdsnest API key.

birdsnest API Key

To locate your API Key in your birdsnest account, please follow these steps:

  1. Log into your birdsnest account.
  2. Click the "Admin" link from the top menu.
  3. Choose "Integrations".
  4. Copy the API key to your clipboard.

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your birdsnest account will now be successfully connected.

birdsnest connection successfull

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Common Problems with birdsnest on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

birdsnest is a performance management and relationship growth tool for agencies.

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