Integration
Connect HappyFox Chat to Metaview
When something happens in HappyFox Chat, 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.
Build it
What do you want HappyFox Chat 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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Connect Claude CodeEverything your agent can do with HappyFox Chat and Metaview
Triggers and actions 4 triggers ยท 39 actions
Trigger
Finished ChatTriggered when a chat in HappyFox Chat ends and its transcript is created.
Trigger
New Missed ChatTriggered when a chat in HappyFox Chat ends without an agent answering it.
Trigger
New Offline MessageTriggered when a visitor leaves an offline message in HappyFox Chat.
Action
Get agentReturns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.
Action
Get departmentReturns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.
Action
List agentsReturns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.
Action
List canned responsesReturns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.
Action
List departmentsReturns the departments on your HappyFox Chat account, with their names and the agents assigned to each.
Action
List offline messagesReturns the offline messages visitors left in HappyFox Chat while no agent was available.
Action
List transcriptsReturns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.
Action
List visitorsReturns the visitors known to your HappyFox Chat account, with their contact details and browsing information.
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
Action
Build chartCreates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
Action
Check enrichment statusReturns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
Action
Create AI fieldCreates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
Action
Create reportBuilds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
Action
Fetch candidatesLooks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
Action
Find candidate's sequencesFinds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
Action
Get note templateReturns a note generation template by ID for use in automating note creation.
Action
Get search detailsRetrieves configuration and results for a sourcing search by ID.
Action
Get sourcing analyticsReturns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
Action
Get sourcing messagesLists outreach messages sent in a sourcing search with pagination support.
Action
Get User ContextReturns information about the connected user account and available features.
Action
Give sourcing feedbackSubmits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
Action
Group conversationsGroups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
Action
List application reviewsReturns a list of application reviews, optionally filtering by name or showing only active ones.
Action
List ATS jobsReturns ATS job postings, optionally filtered by job title.
Action
List ATS stagesReturns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
Action
List available fieldsReturns available data fields for reports, optionally filtered by name.
Action
List candidates in sequenceReturns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
Action
List field valuesReturns distinct values for a field across conversations, useful for building filters or dropdowns.
Action
List mailboxesReturns email mailboxes available in this Metaview workspace.
Action
List note template foldersReturns folders of note templates organized in the workspace.
Action
List note templatesReturns note templates available in the workspace, optionally filtered by name or with full section details.
Action
List sequencesReturns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
Action
List sourcing candidatesReturns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
Action
List sourcing searchesReturns all sourcing searches with optional pagination.
Action
Manage candidate sequenceAdds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
Action
Manage note templateCreates, updates, or deletes call note templates with customizable sections for structured note-taking.
Action
Manage sequenceCreates, updates, duplicates, or deletes recruitment sequences.
Action
Search conversationsSearches call conversations with optional filtering, sorting, and field selection.
Action
Search reportsSearches reports by name, category, or ID with optional full configuration details.
Action
Send sourcing messageStarts 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.
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