Connect Birdview PSA to ProjectManager and automate any workflow
![Birdview PSA](https://zapier-images.imgix.net/storage/services/d5d1916fd0669050cf2a6d5f0f8ca803.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Birdview PSA](https://zapier-images.imgix.net/storage/services/d5d1916fd0669050cf2a6d5f0f8ca803.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![ProjectManager](https://zapier-images.imgix.net/storage/services/601e23224a94f7a9b4c50b7055f4b26c.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![ProjectManager](https://zapier-images.imgix.net/storage/services/601e23224a94f7a9b4c50b7055f4b26c.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Birdview PSA with ProjectManager - no code necessary. See how you can get setup in minutes.
Select a trigger from Birdview PSA
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from ProjectManager
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Birdview PSA to ProjectManager
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Birdview PSA and ProjectManager 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Birdview PSA and ProjectManager to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Activity
- 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
- Project
- Parent
- Activity Type
- Activity 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
- Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity
- NameRequired
- Project
- Parent
- Activity Type
- Activity 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
- Project
- Parent
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Time Entry IDRequired
- User
- Activity
- DateRequired
- DurationRequired
- Description
- Billable
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity
- Project
- Parent
- NameRequired
- Activity Type
- Activity Status
- 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 found- Project
- 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 found- Time Entry IDRequired
- User
- Activity
- 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- New 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 plan - Project ID
- NameRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Priority
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Notes
- Role
- Teams
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Project Folders
Get all of the project folders, used to organise your projects
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Project Statuses
Get all the statuses which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Task Priorities
Get all the priorities which can be applied to a task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get User Skills
Get all the skills which can be applied to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Project ID
- NameRequired
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Entry IDRequired
- HoursRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Manager
- Priority
- Status
- Folder
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project ID
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- NameRequired
- Summary Task
- Order ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- AccessRequired
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- Project ID
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- NameRequired
- Summary Task
- Order ByRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Status
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
- New 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 plan - Activity 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 plan- Project
- 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.- User
- Project
- Activity
- DurationRequired
- Description
- DateRequired
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Entry IDRequired
- DurationRequired
- Description
- DateRequired
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Portfolio
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project
- Parent
- NameRequired
- Activity Type
- Activity Status
- 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 found- 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 found- Activity
- User
- 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- New User
Triggered when a new user is added to your account
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User
- Task IDRequired
- DateRequired
- HoursRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get User Roles
Get all the roles which can be assigned to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get User Teams
Get all the teams which a user can be added to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Task IDRequired
- Field IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- NameRequired
- Description
- Due Date
- ProgressRequired
- Priority
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User
- First NameRequired
- Last NameRequired
- Phone
- Notes
- Teams
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Assignable Users Only
- Team
- Skill
- Role
ActionThis is an event a Zap performs.SearchFind existing data in your app- Date From
- Date To
- Project ID
- Task IDRequired
- User
- Order ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- EmailRequired
- Assignable Users Only
- Team
- Skill
- Role
- Phone
- Notes
- Teams
- Skills
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- Date From
- Date To
- Project ID
- Task IDRequired
- User
- Order ByRequired
- DateRequired
- HoursRequired
- Notes
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