Integration

Connect Metaview to Copper

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

Metaview1 triggerMetaview31 actionsCopper17 triggersCopper22 actions

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Everything your agent can do with Metaview and Copper

Triggers and actions 18 triggers · 53 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 Activity
Triggers when a new activity is created.
Trigger
New Company
Triggers when a new Company is created in Copper.
Trigger
New Lead
Triggers when a Lead is created in Copper.
Trigger
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
New Person
Triggers when a new Person is created in Copper.
Trigger
New Project
Triggers when a new Project is created in Copper.
Trigger
New Task
Triggers when a new Task is created in Copper.
Trigger
Updated Company
Triggers when a Person's Company is changed.
Trigger
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Updated Lead
Triggers when a Lead is changed.
Trigger
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Updated Person
Triggers when a Person is changed.
Trigger
Updated Project
Triggers when a Project is changed.
Trigger
Updated Task
Triggers when a Task is changed.
Action
Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Opportunity
Creates a new Opportunity.
Action
Create Person
Creates a new Person.
Action
Create Project
Creates a new Project.
Action
Create Task
Creates a new Task.
Action
Create/Update Company
Creates or Updates a Company depending on the match criteria.
Action
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Action
Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Action
Create/Update Person
Creates or Updates a Person depending on the match criteria.
Action
Create/Update Project
Creates or Updates a Project depending on the match criteria.
Action
Search for a Company
Searches for an existing company in Copper.
Action
Search for an Activity
Searches for an existing activity in Copper.
Action
Search for a Opportunity
Searches for an existing opportunity in Copper.
Action
Search for a Person
Searches for an existing person in Copper.
Action
Search for a Project
Searches for an existing project in Copper.
Action
Update Company
Updates a Company depending on the match criteria.
Action
Update Opportunity
Updates an Opportunity based off of a match criteria.
Action
Update Person
Updates a Person depending on the match criteria.
Action
Update Project
Updates a Project depending on the match criteria.

Each app on its own

The other way round: Copper to Metaview