Integration

Connect Agile CRM to Metaview

When something happens in Agile CRM, your agent does the next thing in Metaview. Describe it in plain language and the automation is built, tested on every branch and kept running.

Agile CRM10 triggersAgile CRM63 actionsMetaview1 triggerMetaview31 actions

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What do you want Agile CRM and Metaview to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Agile CRM and Metaview

Triggers and actions 11 triggers · 94 actions

Trigger
List all tasks
list all tasks, surfacing new ones over time
Trigger
List contacts
list contacts, surfacing new ones over time
Trigger
List deals
list deals/opportunities, surfacing new ones over time
Trigger
List events
list events, surfacing new ones over time
Trigger
List pending tasks
list pending tasks within N days
Trigger
List tickets
list help desk tickets by filter, surfacing new ones
Trigger
List tracks
list deal tracks/pipelines
Trigger
New contact
Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or company
Triggers when a new contact or company matches your search query.
Trigger
New matching task
Triggers when a new task matches your filter.
Action
Add contact to campaign
enroll a contact into a campaign by email
Action
Add lead score by email
add lead score to a contact by email
Action
Add note by contact email
add a note to a contact by email
Action
Add tags by contact email
add tags to a contact by email
Action
Add tags to contact
add multiple tags to a contact by ID
Action
Add tag to contact
Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket note
add a note to a ticket
Action
Change contact owner
change the owner of a contact
Action
Create company
/contacts (type=company) — create a company record
Action
Create contact
create a full contact record
Action
Create deal
create a deal/opportunity
Action
Create deal by contact email
create a deal for a contact by email
Action
Create deal note
create a note on a deal
Action
Create document
create a document
Action
Create event
create an event
Action
Create new contact (just email)
Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create note
create a note
Action
Create task
create a task
Action
Create task by email
create a task for a contact by email
Action
Create ticket
create a help desk ticket
Action
Delete company
Delete a company.
Action
Delete contact
delete a contact
Action
Delete contact note
delete a contact note
Action
Delete deal
delete a deal
Action
Delete event
delete an event
Action
Delete tags by contact email
remove tags from a contact by email
Action
Delete task
delete a task
Action
Delete ticket
delete a help desk ticket
Action
Find contact
Returns the Contact ID (and contact record) for the given email address.
Action
Get company by ID
Retrieve a company by ID.
Action
Get contact by ID
retrieve a contact by ID
Action
Get contact by phone
look up a contact by phone
Action
Get contact deals
list deals for a contact
Action
Get contact documents
list documents for a contact
Action
Get contact events
list events for a contact
Action
Get contact notes
list notes for a contact
Action
Get contact tasks
list tasks for a contact
Action
Get deal by ID
retrieve a deal by ID
Action
Get deal notes
list notes for a deal
Action
Get deals by pipeline
list deals grouped by pipeline
Action
Get deals from track
list deals filtered by track
Action
Get Deals Grouped by Milestone
Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.
Action
Get my deals
list deals owned by the current user
Action
Get task by ID
retrieve a task by ID
Action
Get ticket filters
list available ticket filters
Action
Get ticket messages
list notes/messages for a ticket
Action
List companies
list companies
Action
Remove contact from deal
remove a contact from a deal
Action
Remove tag from contact
Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contact
remove multiple tags from a contact by ID
Action
Search contact by email
look up a contact by email
Action
Search contact by email (POST)
look up a contact by email (POST variant)
Action
Search contacts by dynamic filter
search contacts by dynamic filter
Action
Update company
/contacts/edit-properties (company) — update company properties
Action
Update contact
Updates the specified contact's first name, last name, and email properties.
Action
Update contact lead score
update a contact's lead score
Action
Update contact property
update contact properties
Action
Update contact star rating
update a contact's star rating
Action
Update deal
partially update a deal
Action
Update deal note
Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update event
Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update task
partially update a task
Action
Update track
Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
Trigger
New Conversation
Triggers when a new conversation is available in Metaview.
Action
Build chart
Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
Action
Check enrichment status
Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
Action
Create AI field
Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
Action
Create report
Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
Action
Fetch candidates
Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
Action
Find candidate's sequences
Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
Action
Get note template
Returns a note generation template by ID for use in automating note creation.
Action
Get search details
Retrieves configuration and results for a sourcing search by ID.
Action
Get sourcing analytics
Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
Action
Get sourcing messages
Lists outreach messages sent in a sourcing search with pagination support.
Action
Get User Context
Returns information about the connected user account and available features.
Action
Give sourcing feedback
Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
Action
Group conversations
Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
Action
List application reviews
Returns a list of application reviews, optionally filtering by name or showing only active ones.
Action
List ATS jobs
Returns ATS job postings, optionally filtered by job title.
Action
List ATS stages
Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
Action
List available fields
Returns available data fields for reports, optionally filtered by name.
Action
List candidates in sequence
Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
Action
List field values
Returns distinct values for a field across conversations, useful for building filters or dropdowns.
Action
List mailboxes
Returns email mailboxes available in this Metaview workspace.
Action
List note template folders
Returns folders of note templates organized in the workspace.
Action
List note templates
Returns note templates available in the workspace, optionally filtered by name or with full section details.
Action
List sequences
Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
Action
List sourcing candidates
Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
Action
List sourcing searches
Returns all sourcing searches with optional pagination.
Action
Manage candidate sequence
Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
Action
Manage note template
Creates, updates, or deletes call note templates with customizable sections for structured note-taking.
Action
Manage sequence
Creates, updates, duplicates, or deletes recruitment sequences.
Action
Search conversations
Searches call conversations with optional filtering, sorting, and field selection.
Action
Search reports
Searches reports by name, category, or ID with optional full configuration details.
Action
Send sourcing message
Starts or continues a sourcing or research search with a message to the AI agent.

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The other way round: Metaview to Agile CRM