Integration
Connect Assembly.com to Metaview
When something happens in Assembly.com, 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.
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What do you want Assembly.com 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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Triggers and actions 56 triggers ยท 58 actions
Trigger
Client ActivatedTriggers when a client authenticates in the Assembly for the first time
Trigger
Client CreatedTriggers when a new client is created.
Trigger
Client UpdatedHigh-frequency trigger for each client user update.
Trigger
Company CreatedTriggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields UpdatedTriggers only when a company has updates to custom fields.
Trigger
Contract RequestedTriggers when a contract is assigned to a client.
Trigger
Contract SignedTriggers when a contract is signed.
Trigger
File CreatedTriggers when a file gets created within a file channel
Trigger
File UpdatedTriggers when a file has been updated within a file channel
Trigger
Folder CreatedTriggers when a folder gets created within a file channel
Trigger
Folder DeletedTriggers when a folder gets deleted within a file channel
Trigger
Folder UpdatedTriggers when a folder gets updated within a file channel
Trigger
Form Response CompletedTriggers when a form response has been completed by a recipient
Trigger
Internal User CreatedTriggers when a new internal user is created.
Trigger
Invoice CreatedTriggers when an invoice is created
Trigger
Invoice DeletedTriggers when an invoice is deleted
Trigger
Invoice PaidTriggers when an invoice is paid
Trigger
Invoice SentTriggers when an invoice is sent
Trigger
Invoice UpdatedTriggers when an invoice is updated
Trigger
Invoice VoidedTriggers when an invoice is voided
Trigger
Link CreatedTriggers when a link gets created within a file channel
Trigger
Link UpdatedTriggers when a link gets updated within a file channel
Trigger
List ClientsLists the clients.
Trigger
List CompaniesLists the companies.
Trigger
List Form ResponsesList Form Responses for a specific form
Trigger
List Invoice TemplatesLists the invoice templates.
Trigger
List Message ChannelsLists the message channels.
Trigger
List MessagesLists messages in a channel
Trigger
List NotesLists notes in a workspace.
Trigger
List PaymentsLists the payments.
Trigger
List PricesLists the prices.
Trigger
List ProductsLists the products.
Trigger
List SubscriptionsLists the subscriptions.
Trigger
List Subscription TemplatesLists the subscription templates.
Trigger
List Task CommentsLists task comments in a workspace.
Trigger
List TasksLists tasks in a workspace.
Trigger
List Task TemplatesLists task templates in a workspace.
Trigger
Message Channel CreatedTriggers when a new message channel is created.
Trigger
Message Channel DeletedTriggers when a message channel is deleted.
Trigger
Message SentTriggers when a message gets sent in any channels belonging to the portal
Trigger
Note CreatedTriggers when a new note is created.
Trigger
Note UpdatedTriggers when a note is updated.
Trigger
Notification CreatedTriggers when a new notification is created.
Trigger
Payment FailedTriggers when a payment is failed for an invoice
Trigger
Payment SucceededTriggers when a payment is successful for an invoice
Trigger
Price CreatedTriggers when a price is created
Trigger
Product CreatedTriggers when a product is created
Trigger
Product UpdatedTriggers when a product is updated
Trigger
Subscription CanceledTriggers when an subscription is canceled
Trigger
Subscription CreatedTriggers when an subscription is created
Trigger
Task ArchivedTriggers when a task gets archived in your workspace.
Trigger
Task CompletedTriggers when a task gets completed in your workspace.
Trigger
Task CreatedTriggers when a task gets created in your workspace.
Trigger
Task DeletedTriggers when a task gets deleted in your workspace.
Trigger
Task UpdatedTriggers when a task gets updated in your workspace.
Action
Create ClientCreates a new client.
Action
Create CompanyCreates a new company.
Action
Create FileCreates a file in a specified files channel.
Action
Create FolderCreates a folder in a specified file channel.
Action
Create LinkCreates a link in a specified files channel.
Action
Create Message ChannelCreates a new message channel.
Action
Create NoteCreates a new note.
Action
Find a ClientSearch for a client by ID, email, or company.
Action
Find a CompanySearch for a company by ID or name.
Action
Find a FileSearch for a file by ID.
Action
Find a FormSearch for a Form by ID.
Action
Find a Message ChannelSearch for a message channel by ID or by filters
Action
Find an Internal UserSearch for an internal user by ID.
Action
Find an InvoiceSearch for an invoice by ID.
Action
Find a NoteSearch for a note by ID or by filters
Action
Find a PriceSearch for a Price by ID.
Action
Find a ProductSearch for a Product by ID.
Action
Find a SubscriptionSearch for a Subscription by ID.
Action
Find a TaskSearch for a task by ID or by filters
Action
Find a Task CommentSearch for a task comment by ID
Action
Find a Task TemplateSearch for a task template by ID or by filters
Action
Request Form ResponsesAsk clients to fill out a form.
Action
Send MessageCreate and send a message to a designated message channel.
Action
Update ClientUpdate a client
Action
Update CompanyUpdate the name of a company
Action
Update Internal UserUpdate an internal user
Action
Update NoteUpdate the title and content of a note.
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
Action
Build chartCreates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
Action
Check enrichment statusReturns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
Action
Create AI fieldCreates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
Action
Create reportBuilds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
Action
Fetch candidatesLooks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
Action
Find candidate's sequencesFinds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
Action
Get note templateReturns a note generation template by ID for use in automating note creation.
Action
Get search detailsRetrieves configuration and results for a sourcing search by ID.
Action
Get sourcing analyticsReturns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
Action
Get sourcing messagesLists outreach messages sent in a sourcing search with pagination support.
Action
Get User ContextReturns information about the connected user account and available features.
Action
Give sourcing feedbackSubmits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
Action
Group conversationsGroups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
Action
List application reviewsReturns a list of application reviews, optionally filtering by name or showing only active ones.
Action
List ATS jobsReturns ATS job postings, optionally filtered by job title.
Action
List ATS stagesReturns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
Action
List available fieldsReturns available data fields for reports, optionally filtered by name.
Action
List candidates in sequenceReturns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
Action
List field valuesReturns distinct values for a field across conversations, useful for building filters or dropdowns.
Action
List mailboxesReturns email mailboxes available in this Metaview workspace.
Action
List note template foldersReturns folders of note templates organized in the workspace.
Action
List note templatesReturns note templates available in the workspace, optionally filtered by name or with full section details.
Action
List sequencesReturns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
Action
List sourcing candidatesReturns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
Action
List sourcing searchesReturns all sourcing searches with optional pagination.
Action
Manage candidate sequenceAdds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
Action
Manage note templateCreates, updates, or deletes call note templates with customizable sections for structured note-taking.
Action
Manage sequenceCreates, updates, duplicates, or deletes recruitment sequences.
Action
Search conversationsSearches call conversations with optional filtering, sorting, and field selection.
Action
Search reportsSearches reports by name, category, or ID with optional full configuration details.
Action
Send sourcing messageStarts or continues a sourcing or research search with a message to the AI agent.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.