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Triggers and actions 2 triggers ยท 41 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
Pursuit AddedTriggered when a new pursuit is added to your HigherGov pipeline.
Action
Find AgenciesReturns U.S. government agencies from HigherGov, with each agency's ID, name, abbreviation, type and place in the agency hierarchy. Supply an agency ID to look up a single one.
Action
Find AwardeesReturns companies that hold U.S. government awards, with each company's name, Unique Entity ID, CAGE code, address, contacts, industry codes and SAM registration dates. Filter by Unique Entity ID, CAGE code, parent company or industry code.
Action
Find Contract VehiclesReturns U.S. government contract vehicles, each with its name, description, type, status, award date and the awarding and funding agencies.
Action
Find Federal ContractsReturns U.S. federal contract awards, each with its Award ID, winning company, awarding and funding agencies, dollar values, performance dates, industry codes and place of performance. Filter by company, agency, industry code, contract vehicle or a saved HigherGov search.
Action
Find Federal GrantsReturns U.S. federal grant awards, each with its Award ID, recipient organization, awarding and funding agencies, grant program number, dollar amounts and dates. Filter by recipient, agency, program number or a saved HigherGov search.
Action
Find OpportunitiesReturns open U.S. government contract and grant opportunities, each with its title, description, posting agency, source, posted and due dates. Filter by agency, source, posted date or a saved HigherGov search.
Action
Find PeopleReturns federal, state and local government contacts, each with their name, title, email, phone and agency. Supply an email address to look up one specific person.
Action
Find PursuitsReturns the pursuits your team is tracking in HigherGov, each with its keys, name, stage and related opportunity details. Filter to a single pursuit by its key or your own reference ID.
Action
Find State and Local ContractsReturns U.S. state and local government contract awards, each with its buyer, supplier, award amount and start and end dates. Filter by date range or a saved HigherGov search.
Action
Get Opportunity DocumentsReturns the documents attached to a government opportunity, each with its file name, type, size, posted date, download link and extracted text.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.