Birdview PSA and Rocketlane integrations and automations

Seamlessly connect Birdview PSA and Rocketlane. 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

Rocketlane
  • New Account Real-time
    New Account in Rocketlane
  • Updated Account Real-time
    Updated Account in Rocketlane
  • Csat Submitted Real-time
    Csat Submitted in Rocketlane
  • Updated Expense Real-time
    Updated Expense in Rocketlane
  • Form Submitted Real-time
    Form Submitted in Rocketlane
  • New Invoice Real-time
    New Invoice in Rocketlane
  • New payment/write-off record Real-time
    New payment/write-off record in Rocketlane
  • Payment/write-off record updated Real-time
    Payment/write-off record updated in Rocketlane
  • Updated Invoice Real-time
    Updated Invoice in Rocketlane
  • Meeting transcription completed Real-time
    Meeting transcription completed in Rocketlane
  • New Project Message Real-time
    New Project Message in Rocketlane
  • New Project Real-time
    New Project in Rocketlane
  • New Project Update Message Real-time
    New Project Update Message in Rocketlane
  • Updated Project Real-time
    Updated Project in Rocketlane
  • New Signal generated Real-time
    New Signal generated in Rocketlane
  • New Task Message Real-time
    New Task Message in Rocketlane
  • New Task Real-time
    New Task in Rocketlane
  • Updated Task Real-time
    Updated Task in Rocketlane

    • 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

Rocketlane
  • Add attachment to invoice
    Add attachment to invoice in Rocketlane
  • Archive Project
    Archive Project in Rocketlane
  • Create Account
    Create Account in Rocketlane
  • Create Financials Budget
    Create Financials Budget in Rocketlane
  • Create Line item
    Create Line item in Rocketlane
  • Add payment/write-off record to an invoice
    Add payment/write-off record to an invoice in Rocketlane
  • Create Project
    Create Project in Rocketlane
  • Post Project Message
    Post Project Message in Rocketlane
  • Create External Resource Mapping
    Create External Resource Mapping in Rocketlane
  • Create Task
    Create Task in Rocketlane
  • Post Task message
    Post Task message in Rocketlane
  • Create Time Off
    Create Time Off in Rocketlane
  • Delete Project
    Delete Project in Rocketlane
  • Import Templates to Project
    Import Templates to Project in Rocketlane
  • Notify User
    Notify User in Rocketlane
  • Search Account
    Search Account in Rocketlane
  • Search Invoice
    Search Invoice in Rocketlane
  • Search Project
    Search Project in Rocketlane
  • Search Project Financials Budget
    Search Project Financials Budget in Rocketlane
  • Search Task
    Search Task in Rocketlane
  • Update Account
    Update Account in Rocketlane
  • Update Invoice
    Update Invoice in Rocketlane
  • Update Line item
    Update Line item in Rocketlane
  • Update Project
    Update Project in Rocketlane
  • Update Task
    Update Task in Rocketlane

    • Any other action you can think up

One platform

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  • Speed
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