Connect Birdview PSA and Podio to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Birdview PSA.

Add your action

An action happens after the trigger—such as "Attach File" in Podio.

You’re connected!

Zapier seamlessly connects Birdview PSA and Podio, automating your workflow.

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
- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It
- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search

- 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
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
Try It
- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Birdview PSA and Podio 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Podio on the Zapier blog

Make work flow with AI

Level up your Birdview PSA to Podio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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Connect Birdview PSA and Podio to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Birdview PSA and Podio to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Podio on the Zapier blog

5 ways to automate Podio with Zapier

Make work flow with AI

Connect Birdview PSA to Podio on the world's largest no-code automation platform