Create integrations between CloudBlue Connect and Birdview PSA to automate any workflow
WHEN THIS HAPPENS
New CaseAUTOMATICALLY DO THIS
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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
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.
Connect CloudBlue Connect and Birdview PSA to integrate crucial parts of your business
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.
Connect your tools and unlock the power of automation
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
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.
Id of the request or listing to retrieve messages forRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase 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 planAdditional 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 planAdditional 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 planAdditional 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 planRequest Status
Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRequest Status
Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRequest IDRequired
Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request 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
Description of the case
Priority of the caseRequired
Type of the caseRequired
Receiver account IDRequired
Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Object IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tier Configuration IDRequired
ParametersRequired
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
Parameter IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Parameter IDRequired
ValueRequired
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 ID
Parameter 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
Parameter 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.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Caset IDRequired
Product IDRequired
Subject
Description of the case
Issuer Account
Issuer Actor
Recipient ID
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 appCase idRequired
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest Status
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
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
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 planCase 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 planProduct 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 planRequest 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 planRequest IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request 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.Account IDRequired
Account External IDRequired
Account External UID
Account Account NameRequired
Account Address Line 1Required
Account Address Line 2
Account Postal CodeRequired
Account CityRequired
Account State or ProvinceRequired
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
Parameter IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ParametersRequired
Notes
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
Note
Template ID
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Note
Template ID
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Pending message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Resolve message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request 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 appCase StatusRequired
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest Status
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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
Related categories
Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.