Connect Birdview PSA to WooCommerce and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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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.

Setup an action from WooCommerce

An action is what takes place after the automation is triggered. For example, with WooCommerce, the action could be "Create Coupon."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Birdview PSA to WooCommerce

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Triggers and actions are the main components of every automated workflow.

Connect Birdview PSA and WooCommerce 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.

Connect Birdview PSA and WooCommerce 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

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
Trigger
Scheduled
Try It
- User
- Project
- Activity
Trigger
Scheduled
Try It
- User
- Project
Trigger
Scheduled
Try It
- Project
- Activity
- User
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It

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

- Name
  Required
- Project
- Parent
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity
- Message Text
  Required
Action
Write
- Activity
- Name
  Required
- Project
- Parent
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity
- Project
- Parent
- Name
  Required
Action
Search
- Time Entry ID
  Required
- User
- Activity
- Date
  Required
- Duration
  Required
- Description
- Billable
Action
Search
- Activity
- Project
- Parent
- Name
  Required
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Project
- Portfolio
- Name
  Required
- Template
- Status
  Required
- Priority
- Description
- Start Date
- End Date
Action
Search or write
- Time Entry ID
  Required
- User
- Activity
- Date
  Required
- Duration
  Required
- Description
- Billable
- Project
Action
Search or write
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
Create Coupon
Creates a new Coupon.
Action
Write
Create Customer
Creates a new Customer.
Action
Write
Create Order
Creates a new Order.
Action
Write
Update Order
Updates an existing Order.
Action
Write
Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
Action
Write
Update Product
Updates an existing Product or Variation.
Action
Write
Create Subscription Note
Creates a new Subscription Note.
Action
Write
Create User Membership
Creates a new User Membership.
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Customer
Finds a Customer by searching.
Action
Search
Find Order Note
Finds an Order Note by searching.
Action
Search
Find Product
Finds a Product or Variation by searching.
Action
Search
Find Subscription
Finds a Subscription by searching.
Action
Search
Find or Create Coupon
Finds a Coupon by searching.
Action
Search or write
Find or Create Order Note
Finds an Order Note by searching.
Action
Search or write
Find or Create Product
Finds a Product or Variation by searching.
Action
Search or write
Find or Create Subscription
Finds a Subscription by searching.
Action
Search or write

- User
- Activity
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- User
- Project
Trigger
Scheduled
Try It
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Activity
- Assigned to Me
Trigger
Scheduled
Try It
- Project
- Activity
- User
Trigger
Scheduled
Try It
- Project
- File
  Required
Action
Write
- Template
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- User
- Project
- Activity
- Duration
  Required
- Description
- Date
  Required
- Billable
Action
Write
- Project
- Message Text
  Required
Action
Write
- Time Entry ID
  Required
- Duration
  Required
- Description
- Date
  Required
- Billable
Action
Write
- Project
- Portfolio
- Name
  Required
Action
Search
- Project
- Parent
- Name
  Required
- Activity Type
- Activity Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Portfolio
- Name
  Required
- Template
- Status
  Required
- Priority
- Description
- Start Date
- End Date
Action
Search or write
- Activity
- User
- Date
  Required
- Duration
  Required
- Description
- Billable
- Project
Action
Search or write
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
- Trigger Rule
  Required
Trigger
Instant
Try It
Update Coupon
Updates an existing Coupon.
Action
Write
Update Customer
Updates an existing Customer.
Action
Write
Create Order Note
Creates a new Order Note.
Action
Write
Create Product
Creates a new Product or Variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
Write
Create Subscription
Creates a new Subscription.
Action
Write
Update Subscription
Updates an existing Subscription.
Action
Write
Update User Membership
Updates an existing User Membership.
Action
Write
Find Coupon
Finds a Coupon by searching.
Action
Search
Find Membership Plan
Finds a Membership Plan by searching.
Action
Search
Find Order
Finds an Order by searching.
Action
Search
Find Subscription Note
Finds a Subscription Note by searching.
Action
Search
Find User Membership
Finds a User Membership by searching.
Action
Search
Find or Create Customer
Finds a Customer by searching.
Action
Search or write
Find or Create Order
Finds an Order by searching.
Action
Search or write
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
Search or write
Find or Create User Membership
Finds a User Membership by searching.
Action
Search or write

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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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