Birdview PSA + Circle
Create new projects in Easy Projects for added members in Circle
Effortlessly manage your growing team with this seamless Circle to Easy Projects workflow. When a new member is added to Circle, a project will be created for them in Easy Projects, ensuring that they can dive into their tasks right away. Streamline onboarding and keep your team's productivity high with this efficient automation.
Effortlessly manage your growing team with this seamless Circle to Easy Projects workflow. When a new member is added to Circle, a project will be created for them in Easy Projects, ensuring that they can dive into their tasks right away. Streamline onboarding and keep your team's productivity high with this efficient automation.
- When this happens...
New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ProjectCreates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
SectionRequired
NameRequired
Status
Body (HTML)
Comments Enabled
Featured Media Enabled
Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
NameRequired
Description
Custom Slug
Start DateTimeRequired
DurationRequired
Location typeRequired
Virtual Location URL (Optional)
In Person Location (Optional)
Hide Location from Non-attendees
Disable RSVPs
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Password
Name
CommunityRequired
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add to Space Group(s)
Add Member Tag(s)
Skip Invitation Email?
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
User EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member IDRequired
Name
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add Member Tag(s)
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member EmailRequired
Member TagRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
Space GroupRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActivity Type
Activity Status
Project
Priority
Category
Parent
Activity
Assigned to Me
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template
NameRequired
StatusRequired
Priority
Portfolio
Description
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Project
ActivityRequired
DurationRequired
Description
DateRequired
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Entry IDRequired
Duration
Description
Date
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Portfolio
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appProjectRequired
Parent
NameRequired
Activity TypeRequired
StatusRequired
Priority
Category
Description
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPortfolio
NameRequired
Template
StatusRequired
Priority
Description
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundActivityRequired
UserRequired
DateRequired
DurationRequired
Description
Billable
Project
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
PostRequired
Member Email
Comment BodyRequired
Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course SpaceRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
Topic Name
Topic Description
Pin to top
Comments Enabled
Liking Enabled
User Email
Custom HTML
Disable Truncation
Hide Meta Info
Meta Title
Meta Description
OpenGraph Title
OpenGraph Description
Skip Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
Section
LessonRequired
Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member EmailsRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EventRequired
Name
body
Custom Slug
Start DateTime
Duration
Location Type
Virtual Location URL (Optional)
In Person Location (Optional)
Disable RSVPs
Hide Location from Non-attendees
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Community IdRequired
EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
SpaceRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Type
Activity Status
Project
Priority
Category
Parent
Assigned to Me
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActivityRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
StatusRequired
Priority
Portfolio
Description
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ProjectRequired
Parent
Activity TypeRequired
StatusRequired
Priority
Category
Description
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Name
Project
Parent
Activity Type
Status
Priority
Category
Description
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity ID
Project
Parent
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appTime Entry ID
User
Activity
Date
Duration
Description
Billable
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity ID
ProjectRequired
Parent
NameRequired
Activity TypeRequired
StatusRequired
Priority
Category
Description
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject ID
Portfolio
NameRequired
Template
StatusRequired
Priority
Description
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTime Entry ID
UserRequired
ActivityRequired
DateRequired
DurationRequired
Description
Billable
Project
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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