IntegrationsDripBirdview PSA
Drip + Birdview PSA

Connect Drip and Birdview PSA to Build Intelligent Automations

Choose a Trigger

Drip

When this happens...

Choose an Action

Birdview PSA

Automatically do this!

Enable Integrations or automations with these events of Drip and Birdview PSA

Enable Integrations or automations with these events of Drip and Birdview PSA

Triggers

New Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

Update Custom Field

Update Custom Field

Triggers when a subscriber custom field is updated.

Complete Campaign

Complete Campaign

Triggers when a subscriber completes a campaign.

Actions

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

Subscribe to Campaign

Subscribe to Campaign

Subscribes someone to a campaign.

Trigger Event

Trigger Event

Creates an event for a subscriber (e.g. "Signed up for a trial").

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Frequently Asked Questions

How do I start an integration between Drip and Birdview PSA?

To start, connect both your Drip and Birdview PSA accounts to viaSocket. Once connected, you can set up a workflow where an event in Drip triggers actions in Birdview PSA (or vice versa).

Can we customize how data from Drip is recorded in Birdview PSA?

Absolutely. You can customize how Drip data is recorded in Birdview PSA. This includes choosing which data fields go into which fields of Birdview PSA, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Drip and Birdview PSA?

The data sync between Drip and Birdview PSA typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Drip to Birdview PSA?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Drip and Birdview PSA?

Yes, you can set conditional logic to control the flow of data between Drip and Birdview PSA. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Drip

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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Birdview PSA

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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