Integration

Connect Grist to Metaview

When something happens in Grist, your agent does the next thing in Metaview. Describe it in plain language and the automation is built, tested on every branch and kept running.

Grist4 triggersGrist21 actionsMetaview1 triggerMetaview31 actions

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What do you want Grist and Metaview to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Grist and Metaview

Triggers and actions 5 triggers · 52 actions

Trigger
New or Updated Record
Triggered when a row in a Grist table is created or updated.
Trigger
New or Updated Record (Instant)
Triggers when a Record is updated, or a new Record is added.
Trigger
New Record
Triggered when a new row is added to a Grist table.
Trigger
New Record (Instant)
Triggers when a new Record is created
Action
Add Column
Adds a column to a table in a Grist document.
Action
Add Table
Creates a new table in a Grist document, optionally with a starting set of columns.
Action
Create Document
Creates a new document in a Grist workspace and returns its document ID.
Action
Create or Update Record
Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
Action
Create Record
Adds a new row to a Grist table and returns its row ID.
Action
Create Workspace
Creates a new workspace in a Grist organization and returns its ID.
Action
Delete Document
Deletes a Grist document permanently.
Action
Delete Records
Deletes one or more rows from a Grist table by row ID.
Action
Delete Workspace
Deletes a Grist workspace along with every document inside it.
Action
Find Record
Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
Action
Get Document
Returns the details of one Grist document — its name, web address, workspace, and organization.
Action
Get Org
Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
Action
Get Workspace
Returns the details of one Grist workspace, including the documents it contains.
Action
List Columns
Returns the columns of a Grist table, with each column's ID, label, and type.
Action
List Orgs
Returns every Grist organization (team site) this connection can reach.
Action
List Tables
Returns the tables in a Grist document.
Action
List Workspaces
Returns the workspaces in a Grist organization, each with the documents it contains.
Action
Run SQL Query
Runs a read-only SELECT statement against a Grist document and returns the rows.
Action
Update Document
Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
Action
Update Record
Changes the column values of one row in a Grist table. Columns left blank keep their current values.
Action
Update Workspace
Renames a Grist workspace.
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.

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The other way round: Metaview to Grist