Connect CommCare and Metaview

Both apps 48CommCare 16Metaview 32

• Trigger
  New Case

  Triggers when a new case is opened in your CommCare project, optionally only for one case type.

• Trigger
  New Form Submission

  Triggers when a form is submitted in your CommCare project, optionally only for one form or app.

• Trigger
  New or Updated Case

  Triggers when a case is opened or changed in your CommCare project, optionally only for one case type.

• Action
  Create Case

  Creates a new case in your CommCare project with the given type, name, owner and custom properties.

• Action
  Create Mobile Worker

  Creates a new mobile worker in your CommCare project.

• Action
  Delete Mobile Worker

  Deletes a mobile worker from your CommCare project.

• Action
  Find Case by External ID

  Finds the CommCare case carrying the given external ID and returns it.

• Action
  Get Case

  Returns one CommCare case, including its properties and parent links, by its case ID.

• Action
  Get Form

  Returns one submitted CommCare form, with its answers and metadata, by its form ID.

• Action
  Get Mobile Worker

  Returns one CommCare mobile worker by ID.

• Action
  List Cases

  Returns cases in your CommCare project, optionally filtered by case type, owner, external ID, open/closed status and last-modified date.

• Action
  List Forms

  Returns submitted forms in your CommCare project, optionally filtered by form type, app and received date.

• Action
  List Groups

  Returns the user groups in your CommCare project with their member user IDs.

• Action
  List Mobile Workers

  Returns the mobile workers in your CommCare project, optionally filtered by username or group.

• Action
  Update Case

  Updates an existing CommCare case's name, owner or custom properties, or closes it.

• Action
  Update Mobile Worker

  Updates a CommCare mobile worker's name, email, language, location or password.

• 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.