Birdview PSA and Salesflare

How to connect Birdview PSA

Via Zapier — 26 operations available. Set it up ↗

About Birdview PSA

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

Birdview PSA operations on Zapier

Triggers (10)

Start a workflow when this happens

New Activity — Triggers when a new activity is created.
New Activity File — Triggers when a new file is posted to activity.
New Activity Message — Triggers when a new activity message is posted.
New Project — Triggers when a new project is created.
New Project File — Triggers when a new file is posted to project.

Show 5 more triggers

New Project Message — Triggers when a new project message is posted.
New Time Log — Triggers when a time log is posted.
Updated Activity — Triggers when a activity is updated.
Updated Project — Triggers when a project is updated.
Updated Time Log — Triggers when a time log is updated.

Actions (13)

Things Salesflare can make it do

Add Activity File — Adds a new file to activity.
Add Project File — Adds a new file to project.
Add Time Log — Adds a new time log to activity.
Create Activity — Creates a new activity.
Create Project — Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'

Show 8 more actions

Create Project (With Custom Fields) — Creates a new project with custom fields (if specified).
Find or Create Activity — Find or Create Activity
Find or Create Project — Find or Create Project
Find or Create Time Entry — Find or Create Time Entry
Post Activity Message — Adds a new message to activity.
Post Project Message — Adds a new message to project.
Update Activity — Updates a activity.
Update Time Log — Updates a time log.