Connect eWay-CRM and Metaview

Both apps 48eWay-CRM 16Metaview 32

• Trigger
  New or Updated Company

  Triggers when a company is created or changed in eWay-CRM.

• Trigger
  New or Updated Contact

  Triggers when a contact is created or updated in eWay-CRM.

• Trigger
  New or Updated Deal

  Triggers when a deal is created or updated in eWay-CRM.

• Trigger
  New or Updated Journal

  Triggers when a journal entry is created or updated in eWay-CRM.

• Trigger
  New or Updated Project

  Triggers when a project is created or updated in eWay-CRM.

• Trigger
  New or Updated Task

  Triggers when a task is created or changed in eWay-CRM.

• Action
  Find a Contact

  Finds contacts in eWay-CRM matching an email, name, company or phone number.

• Action
  Find a Deal

  Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.

• Action
  Find a Drop-Down Menu Value

  Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.

• Action
  Find a Task

  Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.

• Action
  Save a Company

  Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.

• Action
  Save a Contact

  Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.

• Action
  Save a Deal

  Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.

• Action
  Save a Journal

  Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.

• Action
  Save a Project

  Creates a new project in eWay-CRM, or updates an existing project when its ID is given.

• Action
  Save a Task

  Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.

• 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.