--- title: "Connect EasyCSV and Metaview - APIANT.ai" description: "When \"New Spreadsheet Row Import\" fires in EasyCSV, your agent runs \"Send sourcing message\" in Metaview." canonical: "https://apiant.ai/connect/easycsv-to-metaview" --- # Connect EasyCSV and Metaview When **New Spreadsheet Row Import** fires in [EasyCSV](https://apiant.ai/connections/easycsv), your agent runs **Send sourcing message** in [Metaview](https://apiant.ai/connections/metaview), or **New Conversation** in Metaview to **Create CSV File** in EasyCSV. Describe the whole flow and it is built, tested on every scenario and kept running. EasyCSV **1** trigger EasyCSV **2** actions Metaview **1** trigger Metaview **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EasyCSV and Metaview to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What EasyCSV and Metaview can do together ### From EasyCSV to Metaview - When **New Spreadsheet Row Import** in EasyCSV then **Send sourcing message** in Metaview - When **New Spreadsheet Row Import** in EasyCSV then **Create AI field** in Metaview ### From Metaview to EasyCSV - When **New Conversation** in Metaview then **Create CSV File** in EasyCSV - When **New Conversation** in Metaview then **Parse CSV File** in EasyCSV Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with EasyCSV and Metaview ## Triggers and actions 2 triggers · 33 actions - Trigger **New Spreadsheet Row Import** Fires instantly for each row/record as EasyCSV imports a spreadsheet. In EasyCSV, open your import's Sheet Details, check "Post imports to Webhook", and paste this trigger's minted URL. EasyCSV sends one POST per row; the payload binds as {{ trigger.body.* }} (record_data holds the row's column values, plus import_id/import_name/sheet_name/importer_email metadata). - Action **Create CSV File** Creates a CSV File that can be used in your Zap, automatically emailed as an attachment, or uploaded to a specific place via SFTP. - Action **Parse CSV File** Parse a CSV file and return a JSON array of rows - 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. ## Each app on its own - [ **EasyCSV** EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public...](https://apiant.ai/connections/easycsv) - [ **Metaview** Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions...](https://apiant.ai/connections/metaview) Reviews ## What our customers say ## More from EasyCSV - [ **EasyCSV to Instagram** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/easycsv-to-instagram) - [ **EasyCSV to BetTip** Lottery draw results for UK49s, Gosloto and South African National Lottery](https://apiant.ai/connect/easycsv-to-bettip) - [ **EasyCSV to Firecrawl** FireCrawl API scrapes websites, extracts structured data using AI, and converts it to LLM-friendly format.](https://apiant.ai/connect/easycsv-to-firecrawl) - [ **EasyCSV to Flodesk** Beginners and experts use Flodesk to create stunning emails that grow their business.](https://apiant.ai/connect/easycsv-to-flodesk) - [ **EasyCSV to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easycsv-to-hubspot) - [ **EasyCSV to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easycsv-to-salesforce) ## More into Metaview - [ **HubSpot to Metaview** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-metaview) - [ **Google Sheets to Metaview** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-metaview) - [ **Gmail to Metaview** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-metaview) - [ **Google Drive to Metaview** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-metaview) - [ **Mailchimp to Metaview** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-metaview) - [ **ActiveCampaign to Metaview** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-metaview) Questions ## EasyCSV and Metaview, answered ### ### What can start an automation from EasyCSV? Any of EasyCSV's 1 trigger in the catalog, including New Spreadsheet Row Import. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Metaview when something happens in EasyCSV? Any of Metaview's 31 actions, including Create AI field, Create report, Send sourcing message and Build chart. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Metaview to EasyCSV? Yes. When something happens in Metaview, your agent can act in EasyCSV too. This page covers both directions: Metaview's triggers and EasyCSV's actions are listed here as well. ### ### Do I have to build a connector for EasyCSV or Metaview? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use EasyCSV and Metaview without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.