Birdview PSA and Conga integrations and automations

Seamlessly connect Birdview PSA and Conga. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

Birdview PSA
  • New or updated project
    New or updated project in Birdview PSA

    • Any other trigger you can think up

Conga
  • New/updated record
    New/updated record in Conga

    • Any other trigger you can think up

Actions

Do this…

Birdview PSA
  • Create activity
    Create activity in Birdview PSA
  • Create project
    Create project in Birdview PSA
  • Create timelog
    Create time log in Birdview PSA
  • Create user
    Create a user in Birdview PSA
  • Custom action
    Custom action in Birdview PSA
  • Delete user
    Deletes a user in Birdview PSA
  • Get activities by project ID
    Get all project activities by Project ID in Birdview PSA
  • Get activities by task ID
    Get project activities by ID in Birdview PSA
  • Get members by project ID
    Get members by Project ID in Birdview PSA
  • Get project by ID
    Get project by project ID in Birdview PSA
  • Get timelogs by ID
    Get time logs by ID in Birdview PSA
  • Get user by ID
    Get a user by ID in Birdview PSA
  • List activities
    List all activities in Birdview PSA
  • List projects
    List all projects in Birdview PSA
  • List timelogs
    List all time logs in Birdview PSA
  • List users
    List all users in Birdview PSA
  • Update project
    Update project in Birdview PSA
  • Update user
    Update user in Birdview PSA

    • Any other action you can think up

Conga
  • Custom action
    Custom action in Conga (Custom)
  • Create records Batch
    Create records records in batch in Conga
  • Delete records Batch
    Delete records records in batch in Conga
  • Download document based on document ID
    Download document based on fully signed ID in Conga
  • Create record
    Create new record in Conga
  • Get record by ID
    Get record by ID from Conga
  • Query records
    Query records from Conga
  • Search records
    Search records from Conga
  • Update record
    Update existing record in Conga
  • Generate a document record
    Generates a new contract document record in Conga
  • Send email
    Send email in Conga
  • Update records Batch
    Update records records in batch in Conga

    • Any other action you can think up

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