Connect Birdview PSA to Trello 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)
1. Choose a Trigger
An event that starts an automation
![Trello](https://zapier-images.imgix.net/storage/services/da3ff465abd3a3e1b687c52ff803af74.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Trello](https://zapier-images.imgix.net/storage/services/da3ff465abd3a3e1b687c52ff803af74.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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How Zapier works
Zapier makes it easy to integrate Birdview PSA with Trello - no code necessary. See how you can get setup in minutes.
Select a trigger from Birdview PSA
A trigger is an event that starts your Zap and runs the workflow. For example, with Birdview PSA, a trigger could be "New Activity."
![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 Trello
An action is what takes place after the automation is triggered. For example, with Trello, the action could be "Create Checklist Item in Card."
![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 Trello
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![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 Trello 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.
![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 Trello 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.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
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.
- 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 Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Label
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Only cards where you're a member?
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- ChecklistRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- NameRequired
- Color
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- Board
- List
- Card
- SearchRequired
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
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- Organization
- Board
- List
- NameRequired
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
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 Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Board
- List
- Card
- ChecklistRequired
- NameRequired
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- NameRequired
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- To_board
- To_listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- NameRequired
- DescriptionRequired
- Due Date
- Due Complete
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- ChecklistRequired
- Checklist_itemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- NameRequired
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- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
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
Automate Trello: get inspired on the Zapier blog
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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