Connect DocuSign and Metaview

Both apps 54DocuSign 22Metaview 32

• Trigger
  New envelope sent

  Triggered when an envelope is sent from the DocuSign account.

• Action
  Add Envelope Recipients

  Add one or more recipients to an existing envelope.

• Action
  Create Envelope

  Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).

• Action
  Create Envelope From Template

  Create and send an envelope from an existing template using template roles.

• Action
  Create Recipient View

  Generate an embedded signing URL (recipient view) for a recipient of an envelope.

• Action
  Delete Envelope Recipient

  Remove a recipient from an envelope by recipient ID.

• Action
  Get Envelope

  Retrieve a single envelope's status and details by envelope ID.

• Action
  Get envelope audit events

  Retrieve the audit event log for an envelope.

• Action
  Get envelope document

  Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.

• Action
  Get Envelope Documents

  List the documents contained in an envelope.

• Action
  Get Envelope Recipients

  List the recipients of an envelope and their signing status.

• Action
  Get Envelope Status Changes

  List envelopes whose status changed since a given date (status polling).

• Action
  Get Template

  Retrieve a single template's definition by template ID.

• Action
  Get user

  Retrieves the information for a DocuSign user.

• Action
  List Account Users

  List the users in the DocuSign account.

• Action
  List Envelopes

  List envelopes in the account, optionally filtered by status and modified date.

• Action
  List Folders

  List the folders in the account.

• Action
  List Templates

  List the envelope templates in the account.

• Action
  Send Envelope

  Send a draft envelope by changing its status to sent.

• Action
  Update envelope

  Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.

• Action
  Update Envelope Recipients

  Update existing recipients on an envelope (e.g. correct email or name).

• Action
  Void Envelope

  Void a sent envelope, providing a void reason.

• 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.