Birdview PSA + Todoist

Create new Todoist tasks from new Birdview PSA activities

Stay on top of your tasks with this seamless workflow that connects Birdview PSA and Todoist. Whenever a new activity pops up in Birdview PSA, a corresponding task will be immediately created in Todoist. This automation streamlines your process, helping to ensure no job ever slips through the cracks, freeing up more time for what really matters.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Assigned to Me
Trigger
Scheduled
Try It
- User
- Project
- Activity
Trigger
Scheduled
Try It
- User
- Project
Trigger
Scheduled
Try It
- Project
- Activity
- User
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
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
- Activity ID
- ProjectRequired
- Parent
- NameRequired
- Activity TypeRequired
- StatusRequired
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Project ID
- Portfolio
- NameRequired
- Template
- StatusRequired
- Priority
- Description
- Start Date
- End Date
Action
Search or write
- Time Entry ID
- UserRequired
- ActivityRequired
- DateRequired
- DurationRequired
- Description
- Billable
- Project
Action
Search or write
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- E-Mail AddressRequired
Action
Write
- TaskRequired
- SectionRequired
Action
Write
- ProjectRequired
- CommentRequired
Action
Write
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Get Task Comments
Get the comments of a Task as a line item
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
Action
Search or write

- User
- Activity
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- User
- Project
Trigger
Scheduled
Try It
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Activity
- Assigned to Me
Trigger
Scheduled
Try It
- Project
- Activity
- User
Trigger
Scheduled
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
- ProjectRequired
- Parent
- NameRequired
- Activity TypeRequired
- StatusRequired
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Portfolio
- NameRequired
- Template
- StatusRequired
- Priority
- Description
- Start Date
- End Date
Action
Search or write
- ActivityRequired
- UserRequired
- DateRequired
- DurationRequired
- Description
- Billable
- Project
Action
Search or write
- Project
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- TaskRequired
Action
Write
- TaskRequired
- CommentRequired
Action
Write
- NameRequired
Action
Write
- TaskRequired
- TitleRequired
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
Action
Write
Create Subtask
Creates a new task as a child of another task in Todoist.
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- NameRequired
- Project
Action
Search
- NameRequired
Action
Search or write
- NameRequired
- Project
- TitleRequired
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Priority
- Labels
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.

Help

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About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

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PRODUCTS

CAPABILITIES

By team

Birdview PSA + Todoist

Create new Todoist tasks from new Birdview PSA activities

New Activity

Activity Type

Activity Status

Project

Priority

Category

Parent

Assigned to Me

New Activity Message

User

Project

Activity

New Project File

User

Project

New Time Log

Project

Activity

User

Updated Project

Project

Add Activity File

FileRequired

Create Project (With Custom Fields)

NameRequired

StatusRequired

Priority

Portfolio

Description

Start Date

End Date

Create Activity

NameRequired

ProjectRequired

Parent

Activity TypeRequired

StatusRequired

Priority

Category

Description

Start Date

End Date

Post Activity Message

ActivityRequired

Message TextRequired

Update Activity

ActivityRequired

Name

Project

Parent

Activity Type

Status

Priority

Category

Description

Start Date

End Date

Find Activity

Activity ID

Project

Parent

Name

Find Time Log

Time Entry ID

User

Activity

Date

Duration

Description

Billable

Find or Create Activity

Activity ID

ProjectRequired

Parent

NameRequired