Integration

Connect Metaview to Alegra

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

Metaview1 triggerMetaview31 actionsAlegra4 triggersAlegra16 actions

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What do you want Metaview and Alegra 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 Metaview and Alegra

Triggers and actions 5 triggers · 47 actions

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.
Trigger
New Contact
Triggers when a new contact is created in your Alegra account.
Trigger
New Estimate
Triggers when a new quote (estimate) is created in your Alegra account.
Trigger
New Invoice
Triggers when a new sales invoice is created in your Alegra account.
Trigger
New Item
Triggers when a new product or service is created in your Alegra account.
Action
Create Contact
Creates a contact (client or provider) in your Alegra account. Returns the created contact.
Action
Create Contact in Colombia
Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
Action
Create Tax
Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
Action
Find Contact
Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.
Action
Find Contact in Argentina
Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
Action
Find Contact in Chile
Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
Action
Find Contact in Colombia
Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
Action
Find Contact in Costa Rica
Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
Action
Find Contact in Mexico
Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
Action
Find Contact in Panama
Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
Action
Find Contact in Peru
Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
Action
Find Invoice
Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
Action
Find Item
Searches the products and services in your Alegra account. Returns the matching items.
Action
Find Tax
Finds a tax in your Alegra account by name. Returns the matching tax and its id.
Action
Update Contact
Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
Action
Update Contact in Colombia
Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.

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The other way round: Alegra to Metaview