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What do you want Metaview and Breeze to do together?
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Connect Claude CodeEverything your agent can do with Metaview and Breeze
Triggers and actions 7 triggers ยท 61 actions
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.
Trigger
New ProjectTriggers when a new project is created in Breeze.
Trigger
New TaskTriggers when a new task is created in the selected Breeze project.
Trigger
Project RenamedTriggers when a Breeze project is given a new name.
Trigger
Tag Added to TaskTriggers when a tag is added to a task in the selected Breeze project.
Trigger
Task MovedTriggers when a task is moved to a different list in the selected Breeze project.
Trigger
Task Status UpdatedTriggers when a task's status changes in the selected Breeze project.
Action
Add commentAdds a comment to a task in a Breeze project. Returns the comment that was created.
Action
Add listAdds a new list to a Breeze project. Returns the list that was created.
Action
Add time entryLogs a time entry against a task in a Breeze project. Returns the time entry that was created.
Action
Add todoAdds a checklist item to a task in a Breeze project. Returns the checklist item that was created.
Action
Create New ProjectCreates a new project in Breeze. Returns the project that was created.
Action
Create New TaskCreates a new task (card) in a Breeze project. Returns the task that was created.
Action
Delete cardDeletes a task (card) from a Breeze project.
Action
Delete commentDeletes a comment from a task in a Breeze project.
Action
Delete listDeletes a list from a Breeze project.
Action
Delete projectDeletes a project from Breeze.
Action
Delete time entryDeletes a time entry from a task in a Breeze project.
Action
Delete todoDeletes a checklist item from a task in a Breeze project.
Action
Find ProjectReturns the Breeze projects whose name contains the text you supply.
Action
Generate time tracking reportGenerates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.
Action
Get cardReturns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.
Action
Get projectReturns a single Breeze project, including its budget, members and tracked time.
Action
List cardsReturns the tasks (cards) in a Breeze project, 100 per page.
Action
List commentsReturns the comments on a task in a Breeze project.
Action
List listsReturns the lists in a Breeze project.
Action
List projectsReturns all active projects in the Breeze account.
Action
List time entriesReturns the time entries logged against a task in a Breeze project.
Action
List todosReturns the items on a checklist of a task in a Breeze project.
Action
List usersReturns the people on your Breeze team.
Action
Move cardMoves a task to another list, or to another position within its list.
Action
Update cardUpdates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.
Action
Update commentChanges the text of a comment on a task in a Breeze project. Returns the updated comment.
Action
Update listRenames a list in a Breeze project. Returns the updated list.
Action
Update projectUpdates a Breeze project. Only the values you supply are changed. Returns the updated project.
Action
Update time entryUpdates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.
Action
Update todoUpdates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.
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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