Easy Projects connector for Okou
Connect Easy Projects, now Birdview PSA, to manage projects, tasks, customers, time logs, expenses, users, and team operations.
Engineering · OAuth Access Token
Use Easy Projects in Okou
Use the Easy Projects API, now Birdview PSA, for project, task, customer, portfolio, time-log, expense, user, vacation, and workspace workflows.
Once connected, supported Easy Projects actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Easy Projects
- Create customer records.
- Read project portfolios.
- Create task assignees or append a resource to a task.
- Create expense records.
- Create users.
- Read custom-field metadata, data types, and entity types.
- Read customer records visible to the connected user.
- Add members or unnamed resources to projects.
How the Easy Projects connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Easy Projects
Choose OAuth Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Easy Projects securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Easy Projects connector questions
- What can Okou do with Easy Projects?
- Connect Easy Projects, now Birdview PSA, to manage projects, tasks, customers, time logs, expenses, users, and team operations. Documented actions include: Create customer records. Read project portfolios.
- How do I connect Easy Projects to Okou?
- Connect Easy Projects using OAuth Access Token. The connection controls which supported actions a workflow can use.
- Can Easy Projects run in an automated workflow?
- Yes. After it is connected, supported Easy Projects actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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