Create integrations between Birdview PSA and CloudBlue Connect to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Activity
- 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
- Project
- Parent
- Activity Type
- Activity 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
- Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity
- NameRequired
- Project
- Parent
- Activity Type
- Activity 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
- Project
- Parent
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Time Entry IDRequired
- User
- Activity
- DateRequired
- DurationRequired
- Description
- Billable
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity
- Project
- Parent
- NameRequired
- Activity Type
- Activity Status
- 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 found- Project
- 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 found- Time Entry IDRequired
- User
- Activity
- 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- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Case idRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Product IDRequired
- Object classRequired
- Name for newly created Connect WebhookRequired
- DescriptionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Feedback of the resolution
- Rating of the resolution of the case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- ItemsRequired
- External Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- Item IDRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Account External IDRequired
- Account External UID
- Account Account NameRequired
- Account Address Line 1Required
- Account Address Line 2
- Account Postal CodeRequired
- Account CityRequired
- Case StatusRequired
- Account CountryRequired
- Account Contact First NameRequired
- Account Contact Last NameRequired
- Account EmailRequired
- Account Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- Product IDRequired
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameters
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Planned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case StatusRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
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 plan - Activity 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 plan- Project
- 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.- User
- Project
- Activity
- DurationRequired
- Description
- DateRequired
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Entry IDRequired
- DurationRequired
- Description
- DateRequired
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Portfolio
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project
- Parent
- NameRequired
- Activity Type
- Activity Status
- 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 found- 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 found- Activity
- User
- 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- Case StatusRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Product IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Item IDRequired
- QuantityRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- ItemsRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- SubjectRequired
- DescriptionRequired
- Priority of the caseRequired
- Type of the caseRequired
- Receiver account IDRequired
- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Product IDRequired
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Product IDRequired
- Value
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template IDRequired
- Product IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Notes
- Product IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Product IDRequired
- SubjectRequired
- DescriptionRequired
- Issuer Account
- Issuer Actor
- Product IDRequired
- Receiver Account
- Receiver Actor
- Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case idRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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