Connect COR and Metaview

Both apps 68COR 36Metaview 32

• Trigger
  Create Brand

  Triggers when a new brand is created in COR.

• Trigger
  Create Client

  Triggers when a new client is created in COR.

• Trigger
  Create Hour

  Triggers when a new time entry is logged in COR.

• Trigger
  Create Invoice

  Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart.

• Trigger
  Create Product

  Triggers when a new product is created in COR.

• Trigger
  Create Project

  Triggers when a new project is created in COR.

• Trigger
  Create Task

  Triggers when a new task is created in COR. Returns the new task's details.

• Trigger
  Create User

  Triggers when a new user is created in COR.

• Trigger
  Updated Client

  Triggers when an existing client is changed in COR.

• Trigger
  Updated Project

  Triggers when an existing project is updated in COR.

• Trigger
  Updated Task

  Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears.

• Trigger
  Updated User

  Triggers when a user in COR is created or changed, such as their name, email, role, position or labels.

• Action
  Add brand

  Creates a new brand under a client in COR.

• Action
  Add team

  Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created.

• Action
  Create Client

  Creates a new client in COR with its company details and primary contact, and returns the new client's id.

• Action
  Create Fee

  Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee.

• Action
  Create Hour

  Logs a time entry against a task in COR and returns the new entry's id.

• Action
  Create Invoice

  Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction.

• Action
  Create Project

  Creates a new project for a client in COR and returns the created project.

• Action
  Create Task

  Creates a new task in COR, optionally within a project, and returns the created task.

• Action
  Delete Project

  Deletes a project in COR by its ID.

• Action
  Delete task

  Deletes a task in COR by its ID.

• Action
  Find clients by name

  Returns the clients whose name matches the specified name.

• Action
  Find projects by name

  Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details.

• Action
  Get client

  Returns a single COR client by its id, including its business name, contact details, website and description.

• Action
  Get project

  Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found.

• Action
  Get task

  Returns a single COR task by its id, including its title, project, deadline, status and priority.

• Action
  List clients

  Returns all clients in the COR account, optionally narrowed by filter criteria.

• Action
  List fees

  Returns the fees in the COR account, including each fee's name, estimate, status and dates.

• Action
  List hours

  Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose.

• Action
  List products

  Returns all products in the COR account, each with its name, client and brand.

• Action
  List projects

  Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state.

• Action
  List tasks

  Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose.

• Action
  List teams

  Returns the teams in the COR workspace, including each team's name and description.

• Action
  Update Project

  Updates an existing project in COR, changing only the fields you fill in, and returns the updated project.

• Action
  Update Task

  Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task.

• 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.