Birdview PSA Integrations

Do more with Birdview PSA integrations

Zapier lets you connect Birdview PSA with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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SalesScreen

Dashboards

Phone & SMS, Team Chat

Microsoft Office 365

Email, Microsoft

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Google Calendar

Calendar, Google

Zendesk

Customer Support

SalesScreen

Dashboards

Phone & SMS, Team Chat

Microsoft Office 365

Email, Microsoft

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Gmail

Email, Google

SalesScreen

Dashboards

Phone & SMS, Team Chat

Microsoft Office 365

Email, Microsoft

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Google Calendar

Calendar, Google

Zendesk

Customer Support

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Birdview PSA integrations with Zapier's templates

Create Birdview PSA activity from Zendesk ticket
Premium
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Zendesk + Birdview PSA
Create new Google Calendar events from Birdview PSA activities
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Birdview PSA + Google Calendar
Add new Salesforce accounts to Birdview PSA as projects
Premium
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Salesforce + Birdview PSA
Create Birdview PSA tasks from Gmail emails [Business Gmail Accounts Only]
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Gmail + Birdview PSA
Create Birdview PSA tasks via Evernote
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Evernote + Birdview PSA
Add new Wufoo form entry as an Birdview PSA project
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Wufoo + Birdview PSA

Create Birdview PSA activity from Zendesk ticket

Details

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Zendesk + Birdview PSA

Create new Google Calendar events from Birdview PSA activities

Details

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Birdview PSA + Google Calendar

Add new Salesforce accounts to Birdview PSA as projects

Details

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Salesforce + Birdview PSA

Create Birdview PSA tasks from Gmail emails [Business Gmail Accounts Only]

Details

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Gmail + Birdview PSA

Create Birdview PSA tasks via Evernote

Details

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Evernote + Birdview PSA

Add new Wufoo form entry as an Birdview PSA project

Details

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Wufoo + Birdview PSA

Add new Google Sheets rows to Birdview PSA as activities

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Google Sheets + Birdview PSA

Create Birdview PSA projects from Gmail emails [Business Gmail Accounts Only]

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Gmail + Birdview PSA

Create new Birdview PSA activities from Office 365 emails

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Microsoft Office 365 + Birdview PSA

Add new Birdview PSA tasks from new JIRA cases

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Jira Software Server + Birdview PSA

Create Kelloo projects for new projects in Birdview PSA

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Birdview PSA + Kelloo

Send outbound emails from Email by Zapier when new activity files are added in Easy Projects

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Birdview PSA + Email by Zapier

Add new Google Sheets rows to Birdview PSA as activities
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Google Sheets + Birdview PSA
Create Birdview PSA projects from Gmail emails [Business Gmail Accounts Only]
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Gmail + Birdview PSA
Create new Birdview PSA activities from Office 365 emails
Details
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Microsoft Office 365 + Birdview PSA
Add new Birdview PSA tasks from new JIRA cases
Details
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Jira Software Server + Birdview PSA
Create Kelloo projects for new projects in Birdview PSA
Details
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Birdview PSA + Kelloo
Send outbound emails from Email by Zapier when new activity files are added in Easy Projects
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Birdview PSA + Email by Zapier

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Assigned to Me
Trigger
Polling
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- User
- Project
- Activity
Trigger
Polling
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- User
- Project
Trigger
Polling
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- Project
- Activity
- User
Trigger
Polling
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- Project
Trigger
Polling
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- Activity
- File
  Required
Action
Write
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write

- Name
  Required
- Project
- Parent
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity
- Message Text
  Required
Action
Write
- Activity
- Name
  Required
- Project
- Parent
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity
- Project
- Parent
- Name
  Required
Action
Search
- Time Entry ID
  Required
- User
- Activity
- Date
  Required
- Duration
  Required
- Description
- Billable
Action
Search
- Activity
- Project
- Parent
- Name
  Required
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Project
- Portfolio
- Name
  Required
- Template
- Status
  Required
- Priority
- Description
- Start Date
- End Date
Action
Search or write
- Time Entry ID
  Required
- User
- Activity
- Date
  Required
- Duration
  Required
- Description
- Billable
- Project
Action
Search or write

- User
- Activity
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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- User
- Project
Trigger
Polling
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- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Activity
- Assigned to Me
Trigger
Polling
Try It
- Project
- Activity
- User
Trigger
Polling
Try It
- Project
- File
  Required
Action
Write
- Template
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- User
- Project
- Activity
- Duration
  Required
- Description
- Date
  Required
- Billable
Action
Write
- Project
- Message Text
  Required
Action
Write
- Time Entry ID
  Required
- Duration
  Required
- Description
- Date
  Required
- Billable
Action
Write
- Project
- Portfolio
- Name
  Required
Action
Search
- Project
- Parent
- Name
  Required
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Portfolio
- Name
  Required
- Template
- Status
  Required
- Priority
- Description
- Start Date
- End Date
Action
Search or write
- Activity
- User
- Date
  Required
- Duration
  Required
- Description
- Billable
- Project
Action
Search or write

Birdview PSA Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

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About Birdview PSA

Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.

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Birdview PSA Integrations

Do more with Birdview PSA integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Birdview PSA integrations with Zapier's templates

Create Birdview PSA activity from Zendesk ticket

Create new Google Calendar events from Birdview PSA activities

Add new Salesforce accounts to Birdview PSA as projects