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Integrate SalesScreen with Birdview PSA to automate your work

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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

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 SalesScreen with Birdview PSA - no code necessary. See how you can get setup in minutes.

Select a trigger from SalesScreen

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Birdview PSA

An action is what takes place after the automation is triggered. For example, with Birdview PSA, the action could be "Add Activity File."

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

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

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.

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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

Make work flow with AI

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

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect SalesScreen and Birdview PSA 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.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect SalesScreen and Birdview PSA 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

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.

- External User ID
  Required
- Email
  Required
- Name
  Required
- External Team
- App
Action
Write
- External User ID
  Required
- App
Action
Search
- 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

- External Record ID
  Required
- External User ID
  Required
- Activity Type
  Required
- Date
- App
Action
Write
- External User ID
  Required
- App
- Email
  Required
- Name
  Required
- External Team
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

Learn how to automate SalesScreen on the Zapier blog

Learn how to automate Birdview PSA on the Zapier blog

About SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

Related categories

Dashboards

About Birdview PSA

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

Related categories

Project Management

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