Birdview PSA Integrations

Name: Zapier
Availability: InStock

Put Birdview PSA to work with AI and enterprise-grade automation

Automate smarter with Birdview PSA and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

SalesScreen

Dashboards

Phone & SMS, Team Chat

Google Forms

Forms & Surveys, Google

Freshservice

Server Monitoring

Alchemer

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

HubSpot

Marketing Automation

Xero

Accounting

Formstack

Forms & Surveys

SalesScreen

Dashboards

Phone & SMS, Team Chat

Google Forms

Forms & Surveys, Google

Freshservice

Server Monitoring

Alchemer

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

SalesScreen

Dashboards

Phone & SMS, Team Chat

Google Forms

Forms & Surveys, Google

Freshservice

Server Monitoring

Alchemer

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

HubSpot

Marketing Automation

Xero

Accounting

Formstack

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Birdview PSA activity from Zendesk ticket
Premium
Details
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Zendesk + Birdview PSA
Create new Google Calendar events from Birdview PSA activities
Details
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Birdview PSA + Google Calendar
Add new Salesforce accounts to Birdview PSA as projects
Premium
Details
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Salesforce + Birdview PSA
Create Birdview PSA tasks from Gmail emails [Business Gmail Accounts Only]
Details
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Gmail + Birdview PSA
Create Birdview PSA tasks via Evernote
Details
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Evernote + Birdview PSA
Add new Wufoo form entry as an Birdview PSA project
Details
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Wufoo + Birdview PSA

Create Birdview PSA activity from Zendesk ticket

Details

Try it

Zendesk + Birdview PSA

Create new Google Calendar events from Birdview PSA activities

Details

Try it

Birdview PSA + Google Calendar

Add new Salesforce accounts to Birdview PSA as projects

Details

Try it

Salesforce + Birdview PSA

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

Details

Try it

Gmail + Birdview PSA

Create Birdview PSA tasks via Evernote

Details

Try it

Evernote + Birdview PSA

Add new Wufoo form entry as an Birdview PSA project

Details

Try it

Wufoo + Birdview PSA

Add new Google Sheets rows to Birdview PSA as activities

Details

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Google Sheets + Birdview PSA

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

Details

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Gmail + Birdview PSA

Create new Birdview PSA activities from Office 365 emails

Details

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Microsoft Office 365 + Birdview PSA

Add new Birdview PSA tasks from new JIRA cases

Details

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Jira Software Server + Birdview PSA

Create Kelloo projects for new projects in Birdview PSA

Details

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Birdview PSA + Kelloo

Send outbound emails from Email by Zapier when new activity files are added in Easy Projects

Details

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Birdview PSA + Email by Zapier

Add new Google Sheets rows to Birdview PSA as activities
Details
Try it
Google Sheets + Birdview PSA
Create Birdview PSA projects from Gmail emails [Business Gmail Accounts Only]
Details
Try it
Gmail + Birdview PSA
Create new Birdview PSA activities from Office 365 emails
Details
Try it
Microsoft Office 365 + Birdview PSA
Add new Birdview PSA tasks from new JIRA cases
Details
Try it
Jira Software Server + Birdview PSA
Create Kelloo projects for new projects in Birdview PSA
Details
Try it
Birdview PSA + Kelloo
Send outbound emails from Email by Zapier when new activity files are added in Easy Projects
Details
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Birdview PSA + Email by Zapier

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.

- 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

- Activity
  Required
- File
  Required
Action
Write
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write

- Name
  Required
- Project
  Required
- Parent
- Activity Type
  Required
- Status
  Required
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity
  Required
- Message Text
  Required
Action
Write
- Activity
  Required
- 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
- Name
  Required
- Template
- Status
  Required
- Priority
- Description
- Start Date
- End Date
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
- Project
  Required
- File
  Required
Action
Write
- Template
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- User
  Required
- Project
- Activity
  Required
- Duration
  Required
- Description
- Date
  Required
- Billable
Action
Write
- Project
  Required
- Message Text
  Required
Action
Write
- Time Entry ID
  Required
- Duration
- Description
- Date
- Billable
Action
Write
- Project ID
- Portfolio
- Name
Action
Search
- Activity ID
- Project
  Required
- Parent
- Name
  Required
- Activity Type
  Required
- Status
  Required
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Time Entry ID
- User
  Required
- Activity
  Required
- Date
  Required
- Duration
  Required
- Description
- Billable
- Project
Action
Search or write

Birdview PSA Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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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Birdview PSA Integrations

Put Birdview PSA to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Birdview PSA activity from Zendesk ticket

Create new Google Calendar events from Birdview PSA activities

Add new Salesforce accounts to Birdview PSA as projects