Connect LiveSwitch to Manatal

Both apps 92LiveSwitch 26Manatal 66

• Trigger
  New Contact Matching Filter

  Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.

• Trigger
  New Conversation Matching Filter

  Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.

• Trigger
  New Guided Instructions

  Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.

• Trigger
  New Project

  Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.

• Trigger
  New Tag

  Triggers when a new tag is created in LiveSwitch.

• Action
  Create Conversation

  Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.

• Action
  Create Project

  Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.

• Action
  Create Tag

  Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.

• Action
  Find All Tags

  Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.

• Action
  Find Contact by ID

  Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.

• Action
  Find Contact by Phone

  Returns the LiveSwitch contact that has the given phone number, including its custom attributes.

• Action
  Find Conversation by ID

  Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.

• Action
  Find Conversations

  Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.

• Action
  Find Document by ID

  Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.

• Action
  Find Form by ID

  Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.

• Action
  Find Form Submission by ID

  Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.

• Action
  Find Guided Instructions

  Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.

• Action
  Find Project by ID

  Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.

• Action
  Find Projects

  Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.

• Action
  Find Recording by ID

  Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.

• Action
  Find Recordings by Conversation

  Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.

• Action
  Find Recordings by Project

  Returns the recordings that belong to the specified project, including their public links, status, type and tags.

• Action
  Get Current User (Me)

  Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.

• Action
  Get Organization Settings

  Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.

• Action
  Update Conversation

  Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.

• Action
  Update Tag

  Updates the name or display color of an existing tag and returns the updated tag.

• Action
  Create a Candidate

  Creates a new candidate in Manatal and returns the created candidate record.

• Action
  Create a Job

  Creates a new job in Manatal, assigned to an organization.

• Action
  Create Candidate Attachment

  Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created.

• Action
  Create Candidate Note

  Adds a note to a candidate in Manatal and returns the created note.

• Action
  Create Candidate Resume

  Uploads a resume file to a candidate in Manatal from a file link.

• Action
  Create Candidate Social Media

  Adds a social media profile to a candidate and returns the created profile.

• Action
  Create Contact

  Creates a contact in Manatal, linked to an organization.

• Action
  Create Contact Attachment

  Adds a file attachment to a contact, using a link to the file, and returns the new attachment.

• Action
  Create Contact Note

  Adds a note to a contact in Manatal.

• Action
  Create Job Attachment

  Adds a file attachment to a job, given a link to the file, and returns the created attachment.

• Action
  Create Job Note

  Creates a note on a job in Manatal and returns the new note.

• Action
  Create Match

  Adds a candidate to a job in Manatal, creating a match between them.

• Action
  Create Match Attachment

  Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment.

• Action
  Create Match Note

  Adds a note to a match, the link between a candidate and a job, and returns the created note.

• Action
  Create Organization

  Creates a new organization (client company) in Manatal.

• Action
  Create Organization Attachment

  Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment.

• Action
  Create Organization Note

  Creates a note on an organization in Manatal.

• Action
  Get Candidate

  Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values.

• Action
  Get Candidate Attachment

  Returns one attachment on a candidate, including its name, description and file link.

• Action
  Get Candidate Note

  Returns a single note on a candidate, including its text, author and creation time.

• Action
  Get Candidate Social Media

  Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found.

• Action
  Get Contact

  Returns a contact by its id, including the organization it belongs to and its custom field values.

• Action
  Get Contact Attachment

  Returns one attachment on a contact, including its name, description and a link to the file.

• Action
  Get Contact Note

  Returns a single note on a contact, including its text, the user who wrote it and when it was created.

• Action
  Get Job

  Returns a job by its id, including its position, status, salary, location and custom field values.

• Action
  Get Job Attachment

  Returns a single attachment on a job, including its name, description and a link to the file.

• Action
  Get Job Note

  Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found.

• Action
  Get Match

  Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values.

• Action
  Get Match Attachment

  Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link.

• Action
  Get Match Note

  Returns one note on a match, including its text, author and creation time.

• Action
  Get Organization

  Returns a single organization by its id, including its custom field values.

• Action
  Get Organization Attachment

  Returns one attachment on an organization, including its name, description and a link to the file.

• Action
  Get Organization Note

  Returns one note on an organization, including its text, author and creation time.

• Action
  Retrieve Candidate Matches List

  Returns every job match for a candidate, including each match's job, pipeline stage and key dates.

• Action
  Retrieve Job Matches List

  Returns every candidate match for a job, including each match's pipeline stage and key dates.

• Action
  Search Candidate Attachments

  Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Candidate Notes

  Returns a candidate's notes, optionally only those whose text contains the words you enter.

• Action
  Search Candidate Resume

  Returns the resumes on file for a candidate, each with its ID, file link and creation time.

• Action
  Search Candidate Social Media

  Returns a candidate's social media profiles, optionally limited to one social network.

• Action
  Search Contact Attachments

  Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Contact Notes

  Returns the notes on a contact, optionally only those containing the text you specify.

• Action
  Search Contacts

  Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts.

• Action
  Search Job Attachments

  Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Job Notes

  Returns the notes on a job, optionally only those whose text contains the words you specify.

• Action
  Search Jobs

  Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges.

• Action
  Search Match Attachments

  Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give.

• Action
  Search Matches

  Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates.

• Action
  Search Match Notes

  Returns the notes on a match, optionally narrowed to those containing the text you specify.

• Action
  Search Organization Attachments

  Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Organization Notes

  Returns the notes on a Manatal organization, optionally only those whose text contains the words you give.

• Action
  Search Organizations

  Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations.

• Action
  Update Candidate

  Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate.

• Action
  Update Candidate Attachment

  Updates an existing attachment on a candidate, such as its name, file link or description.

• Action
  Update Candidate Note

  Updates the text of an existing note on a candidate and returns the updated note.

• Action
  Update Contact

  Updates an existing contact in Manatal. Only the fields you fill in are changed.

• Action
  Update Contact Attachment

  Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment.

• Action
  Update Contact Note

  Updates the text of an existing note on a contact and returns the updated note.

• Action
  Update Job

  Updates an existing job in Manatal. Only the fields you fill in are changed.

• Action
  Update Job Attachment

  Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment.

• Action
  Update Job Note

  Updates the text of an existing note on a job and returns the updated note.

• Action
  Update Match

  Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates.

• Action
  Update Match Attachment

  Updates the name, file link, description or creator of an attachment on a match.

• Action
  Update Match Note

  Updates the text of an existing note on a match and returns the updated note.

• Action
  Update Organization

  Updates an existing organization in Manatal, changing only the details you provide.

• Action
  Update Organization Attachment

  Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment.

• Action
  Update Organization Note

  Updates the text of an existing note on an organization in Manatal.

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