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Connect Claude CodeEverything your agent can do with Metaview and JotForm
Triggers and actions 3 triggers · 66 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 Form SubmissionPolling trigger: fires when a new submission is received for the specified form.
Trigger
New Form Submission (instant)Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.
Action
Add New Question to Specified FormAdd new question to specified form
Action
Add or Edit a Single Question PropertiesAdd or edit a single question properties
Action
Add Resources to LabelAdd Resources to Label
Action
Add Submissions to the FormAdd Submissions to the Form
Action
Clone FormClone an existing form.
Action
Create FolderCreate Folder
Action
Create FormCreate a new form
Action
Create or Replace FormCreate new forms
Action
Create ReportCreate report
Action
Create SubmissionAdd a new submission to a form. Provide answers keyed by submission[<qid>] field names.
Action
Delete a ReportDelete a Report
Action
Delete FolderDelete Folder
Action
Delete FormDelete a form (moves to trash).
Action
Delete Form QuestionDelete Form Question
Action
Delete SubmissionDelete a single submission.
Action
Edit Submission DataEdit Submission Data
Action
Get Details About a QuestionGet Details About a Question
Action
Get FolderGet details of a specific folder including the forms it contains.
Action
Get FormGet the details of a specific form.
Action
Get Form FilesList files uploaded to a form's submissions.
Action
Get Form QuestionsGet a list of all questions on a form.
Action
Get HistoryGet History
Action
Get Label ResourcesGet Label Resources
Action
Get Report DetailsGet Report Details
Action
Get SubmissionGet details of a specific submission.
Action
Get User ReportsGet User Reports
Action
List Account SubmissionsList all submissions across all forms on the account.
Action
List FoldersGet a list of form folders on the account.
Action
List Form ReportsList all reports for a specific form.
Action
List FormsList all forms on the account.
Action
List Form SubmissionsList submissions for a specific form.
Action
Remove Resources from LabelRemove Resources from Label
Action
Replace Form PropertiesAdd or edit properties of a specific form
Action
Set Form PropertiesAdd or edit properties of a specific form
Action
Update FolderUpdate Folder
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.