Connect CATS and Metaview

Both apps 68CATS 36Metaview 32

• Trigger
  Candidate Updated

  Triggers when a candidate is updated in CATS.

• Trigger
  Company Status Changed

  Triggers when a company's status is changed in CATS.

• Trigger
  Company Updated

  Triggers when a company is updated in CATS.

• Trigger
  Contact Status Changed

  Triggers when a contact's status changes in CATS.

• Trigger
  Contact Updated

  Triggers when a contact is updated in CATS.

• Trigger
  Custom Trigger

  Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).

• Trigger
  Job Status Changed

  Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.

• Trigger
  New Activity

  Triggers when a new activity (call, email, meeting, note) is logged in CATS.

• Trigger
  New Candidate

  Triggers when a new candidate is created in CATS.

• Trigger
  New Company

  Triggers when a new company is created in CATS.

• Trigger
  New Contact

  Triggers when a new contact is created in CATS.

• Trigger
  New Job

  Triggers when a new job order is created in CATS.

• Trigger
  New Pipeline

  Triggers when a candidate is added to a job's pipeline in CATS.

• Trigger
  Pipeline Updated

  Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.

• Action
  Add Candidate to Pipeline

  Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.

• Action
  Change Company Status

  Changes the status of a company in CATS, optionally choosing which status-change triggers fire.

• Action
  Change Contact Status

  Changes the status of a contact in CATS, optionally choosing which status triggers fire.

• Action
  Change Job Status

  Changes the status of a job in CATS, optionally choosing which status triggers fire.

• Action
  Create a Candidate

  Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.

• Action
  Create a Company

  Creates a new company record in CATS and returns its ID.

• Action
  Create a Contact

  Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.

• Action
  Create a Job

  Creates a new job order in CATS and returns its ID.

• Action
  Create a Task

  Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.

• Action
  Find a Candidate

  Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.

• Action
  Find a Company

  Searches CATS companies by text and returns the matching companies.

• Action
  Find a Contact

  Searches CATS contacts by text and returns the matching contacts.

• Action
  Find a Job

  Searches CATS jobs by text and returns the matching jobs.

• Action
  Find a User

  Finds CATS users whose email, username or name matches the search term.

• Action
  Get Activity

  Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.

• Action
  Get Pipeline

  Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.

• Action
  Get Task

  Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.

• Action
  Log Candidate Activity

  Logs an activity (call, email, meeting or other) against a candidate in CATS.

• Action
  Update Candidate

  Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.

• Action
  Update Company

  Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.

• Action
  Update Contact

  Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.

• Action
  Update Pipeline

  Updates the rating of a candidate's pipeline record on a job in CATS.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.