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Connect Claude CodeEverything your agent can do with Metaview and EquipDash
Triggers and actions 19 triggers · 66 actions
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
- Build chart
Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
- Check enrichment status
Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
- Create AI field
Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
- Create report
Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
- Fetch candidates
Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
- Find candidate's sequences
Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
- Get note template
Returns a note generation template by ID for use in automating note creation.
- Get search details
Retrieves configuration and results for a sourcing search by ID.
- Get sourcing analytics
Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
- Get sourcing messages
Lists outreach messages sent in a sourcing search with pagination support.
- Get User Context
Returns information about the connected user account and available features.
- Give sourcing feedback
Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
- Group conversations
Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
- List application reviews
Returns a list of application reviews, optionally filtering by name or showing only active ones.
- List ATS jobs
Returns ATS job postings, optionally filtered by job title.
- List ATS stages
Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
- List available fields
Returns available data fields for reports, optionally filtered by name.
- List candidates in sequence
Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
- List field values
Returns distinct values for a field across conversations, useful for building filters or dropdowns.
- List mailboxes
Returns email mailboxes available in this Metaview workspace.
- List note template folders
Returns folders of note templates organized in the workspace.
- List note templates
Returns note templates available in the workspace, optionally filtered by name or with full section details.
- List sequences
Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
- List sourcing candidates
Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
- List sourcing searches
Returns all sourcing searches with optional pagination.
- Manage candidate sequence
Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
- Manage note template
Creates, updates, or deletes call note templates with customizable sections for structured note-taking.
- Manage sequence
Creates, updates, duplicates, or deletes recruitment sequences.
- Search conversations
Searches call conversations with optional filtering, sorting, and field selection.
- Search reports
Searches reports by name, category, or ID with optional full configuration details.
- Send sourcing message
Starts or continues a sourcing or research search with a message to the AI agent.
Trigger
Booking CancelledTriggers when a booking is cancelled.
- Booking Checked In
Triggers when a booking is checked in.
- Booking Picked Up
Triggers when a booking is picked up.
- Booking Returned
Triggers when a booking is returned.
- Booking Status Changed
Triggers when a booking status changes.
- Booking Updated
Triggers when a booking is updated.
- Customer Updated
Triggers when a customer is updated.
- Experience Created
Triggers when a new experience is created.
- Experience Schedule Created
Triggers when an experience schedule is created.
- Experience Updated
Triggers when an experience is updated.
- Inventory Added
Triggers when inventory is added to a product.
- Inventory Updated
Triggers when inventory is updated.
- New Customer
Triggers when a new customer is created.
- Payment Received
Triggers when a payment is received.
- Product Created
Triggers when a new product is created.
- Product Updated
Triggers when a product is updated.
- Promo Code Created
Triggers when a new promo code is created.
- Shift Created
Triggers when a new shift is created.
- Add Inventory to Product
Adds inventory to a product.
- Add Note to Booking
Adds a note to a booking.
- Add Note to Customer
Adds a note to a customer.
- Add Note to Workshop
Adds a note to a workshop item.
- Add Payment to Booking
Adds a payment to a booking.
- Add Pricing to Product
Adds a pricing tier to a product.
- Add Schedule to Experience
Adds a schedule slot to an experience.
- Add to Workshop
Adds an item to the workshop.
- Archive Experience
Archives an experience.
- Archive Product
Archives a product.
- Cancel Booking
Cancels a booking.
- Check Product Availability
Checks availability of a product for given dates.
- Create Booking
Creates a new booking.
- Create Customer
Creates a new customer.
- Create Experience
Creates a new experience.
- Create Experience Category
Creates a new experience category.
- Create Product
Creates a new product.
- Create Product Category
Creates a new product category.
- Create Promo Code
Creates a new promo code.
- Create Shift
Creates a new staff shift.
- Create Tag
Creates a new tag.
- Create Voucher
Creates a new voucher.
- Delete Customer
Deletes a customer.
- Find Customer
Finds a customer.
- Find Experience
Finds a experience.
- Find Product
Finds a product.
- Find Promo Code
Finds a promo code.
- Find Staff
Finds a staff.
- Find Voucher
Finds a voucher.
- Remove From Workshop
Removes an item from the workshop.
- Update Booking Status
Updates the status of a booking.
- Update Customer
Updates a customer.
- Update Experience
Updates an experience.
- Update Product
Updates a product.
- Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
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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