Birdview PSA + Gmail

Create activities in Birdview PSA from new labeled conversations in Gmail

Streamline your project management with this efficient automation. It transforms new labeled conversations from your Gmail into activities in Birdview PSA. Now, important email discussions can be easily tracked and managed, boosting productivity and ensuring no crucial details are missed out. This seamless transition between Gmail and Birdview PSA keeps your projects progressing smoothly.

When this happens...
New Labeled Conversation
Triggers the first time a label is added to a conversation. Replies within that conversation will not trigger again.
TriggerPolling
automatically do this!
Create Activity
Creates a new activity.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
- User
- Activity
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- User
- Project
Trigger
Polling
Try It
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Activity
- Assigned to Me
Trigger
Polling
Try It
- Project
- Activity
- User
Trigger
Polling
Try It
- ProjectRequired
- FileRequired
Action
Write
- Template
- NameRequired
- StatusRequired
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- UserRequired
- Project
- ActivityRequired
- DurationRequired
- Description
- DateRequired
- Billable
Action
Write
- ProjectRequired
- Message TextRequired
Action
Write
- Time Entry IDRequired
- Duration
- Description
- Date
- Billable
Action
Write
- Project ID
- Portfolio
- Name
Action
Search
- Activity ID
- ProjectRequired
- Parent
- NameRequired
- Activity TypeRequired
- StatusRequired
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Time Entry ID
- UserRequired
- ActivityRequired
- DateRequired
- DurationRequired
- Description
- Billable
- Project
Action
Search or write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
Action
Search
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Assigned to Me
Trigger
Polling
Try It
- User
- Project
- Activity
Trigger
Polling
Try It
- User
- Project
Trigger
Polling
Try It
- Project
- Activity
- User
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- ActivityRequired
- FileRequired
Action
Write
- NameRequired
- StatusRequired
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- NameRequired
- ProjectRequired
- Parent
- Activity TypeRequired
- StatusRequired
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- ActivityRequired
- Message TextRequired
Action
Write
- ActivityRequired
- Name
- Project
- Parent
- Activity Type
- Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity ID
- Project
- Parent
- Name
Action
Search
- Time Entry ID
- User
- Activity
- Date
- Duration
- Description
- Billable
Action
Search
- Project ID
- Portfolio
- NameRequired
- Template
- StatusRequired
- Priority
- Description
- Start Date
- End Date
Action
Search or write

About Birdview PSA

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

Related categories

Project Management

Similar apps

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

Related Zap Templates

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

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

Birdview PSA + Gmail

Create activities in Birdview PSA from new labeled conversations in Gmail

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Get Attachment by Filename

Find or Send Email

New Activity File

New Project

New Project Message

Updated Activity

Updated Time Log

Add Project File

Create Project

Add Time Log

Post Project Message

Update Time Log

Find Project

Find or Create Activity

Find or Create Time Entry

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find Email

New Activity

New Activity Message

New Project File

New Time Log

Updated Project

Add Activity File

Create Project (With Custom Fields)

Create Activity

Post Activity Message

Update Activity

Find Activity

Find Time Log

Find or Create Project

About Birdview PSA

Related categories

Similar apps

Teamwork

Trigger

Kantata OX

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

Related Zap Templates

Related Zap Templates