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Triggers and actions 3 triggers · 169 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 EventPolling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime.
Trigger
New or Updated ProfilePolling trigger. Fires when a profile is created or updated, ordered by most-recently updated.
Action
Add Categories to Catalog ItemAdd Categories to Catalog Item
Action
Add Items to Catalog CategoryAdd Items to Catalog Category
Action
Add Profiles to ListAdd Profiles to List
Action
Add Profile to ListAdd an existing profile to a list by profile ID.
Action
Bulk Create Catalog CategoriesBulk Create Catalog Categories
Action
Bulk Create Catalog ItemsBulk Create Catalog Items
Action
Bulk Create Catalog VariantsBulk Create Catalog Variants
Action
Bulk Create Coupon CodesBulk Create Coupon Codes
Action
Bulk Create EventsBulk Create Events
Action
Bulk Delete Catalog CategoriesBulk Delete Catalog Categories
Action
Bulk Delete Catalog ItemsBulk Delete Catalog Items
Action
Bulk Delete Catalog VariantsBulk Delete Catalog Variants
Action
Bulk Import ProfilesBulk Import Profiles
Action
Bulk Subscribe ProfilesBulk Subscribe Profiles
Action
Bulk Suppress ProfilesBulk Suppress Profiles
Action
Bulk Unsubscribe ProfilesBulk Unsubscribe Profiles
Action
Bulk Unsuppress ProfilesBulk Unsuppress Profiles
Action
Bulk Update Catalog CategoriesBulk Update Catalog Categories
Action
Bulk Update Catalog ItemsBulk Update Catalog Items
Action
Bulk Update Catalog VariantsBulk Update Catalog Variants
Action
Cancel Campaign SendCancel Campaign Send
Action
Clone CampaignClone Campaign
Action
Clone TemplateClone Template
Action
Create Back In Stock SubscriptionCreate Back In Stock Subscription
Action
Create CampaignCreate Campaign
Action
Create Campaign CloneCreate Campaign Clone
Action
Create Catalog CategoryCreate Catalog Category
Action
Create Catalog ItemCreate Catalog Item
Action
Create Catalog VariantCreate Catalog Variant
Action
Create CouponCreate Coupon
Action
Create Coupon CodeCreate Coupon Code
Action
Create EventTrack an event for a profile (e.g. a custom metric like "Placed Order").
Action
Create FlowCreate Flow
Action
Create ListCreate a new list.
Action
Create or Update ProfileCreate a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id).
Action
Create ProfileCreate a new profile. Errors if a profile with the email already exists.
Action
Create SegmentCreate Segment
Action
Create TagCreate Tag
Action
Create TemplateCreate Template
Action
Delete CampaignDelete Campaign
Action
Delete Catalog CategoryDelete Catalog Category
Action
Delete Catalog ItemDelete Catalog Item
Action
Delete Catalog VariantDelete Catalog Variant
Action
Delete CouponDelete Coupon
Action
Delete Coupon CodeDelete Coupon Code
Action
Delete FlowDelete Flow
Action
Delete ListDelete List
Action
Delete SegmentDelete Segment
Action
Delete TagDelete Tag
Action
Delete TemplateDelete Template
Action
Get CampaignGet Campaign
Action
Get Campaign Recipient EstimationGet Campaign Recipient Estimation
Action
Get CampaignsGet Campaigns
Action
Get Catalog CategoriesGet Catalog Categories
Action
Get Catalog CategoryGet Catalog Category
Action
Get Catalog ItemGet Catalog Item
Action
Get Catalog ItemsGet Catalog Items
Action
Get Catalog VariantGet Catalog Variant
Action
Get Catalog VariantsGet Catalog Variants
Action
Get CouponGet Coupon
Action
Get Coupon CodeGet Coupon Code
Action
Get Coupon CodesGet Coupon Codes
Action
Get CouponsGet Coupons
Action
Get EventGet Event
Action
Get EventsRetrieve events, optionally filtered (e.g. by metric or profile).
Action
Get FlowGet Flow
Action
Get FlowsGet Flows
Action
Get Flows Triggered by ListGet Flows Triggered by List
Action
Get Flows Triggered by MetricGet Flows Triggered by Metric
Action
Get Flows Triggered by SegmentGet Flows Triggered by Segment
Action
Get FormGet Form
Action
Get FormsGet Forms
Action
Get Form VersionGet Form Version
Action
Get ImageGet Image
Action
Get ImagesGet Images
Action
Get ListGet List
Action
Get List ProfilesGet all profiles that are members of a given list.
Action
Get ListsRetrieve all lists in the account.
Action
Get MetricGet Metric
Action
Get MetricsRetrieve all metrics in the account.
Action
Get ProfileGet Profile
Action
Get Profile by EmailFetch a single profile by its email address. Emits empty values if no profile is found.
Action
Get Profile by IDFetch a single profile by its Klaviyo profile ID.
Action
Get ProfilesList profiles, optionally filtered by email or other attributes.
Action
Get Push TokensGet Push Tokens
Action
Get ReviewsGet Reviews
Action
Get SegmentGet Segment
Action
Get Segment ProfilesGet all profiles in a given segment.
Action
Get SegmentsRetrieve all segments in the account.
Action
Get TagGet Tag
Action
Get TagsGet Tags
Action
Get TemplateGet Template
Action
Get TemplatesGet Templates
Action
Merge ProfilesMerge Profiles
Action
Query Campaign ValuesQuery Campaign Values
Action
Query Flow SeriesQuery Flow Series
Action
Query Flow ValuesQuery Flow Values
Action
Query Form SeriesQuery Form Series
Action
Query Form ValuesQuery Form Values
Action
Query Metric AggregatesQuery Metric Aggregates
Action
Query Segment SeriesQuery Segment Series
Action
Query Segment ValuesQuery Segment Values
Action
Refresh Campaign Recipient EstimationRefresh Campaign Recipient Estimation
Action
Remove Categories from Catalog ItemRemove Categories from Catalog Item
Action
Remove Items from Catalog CategoryRemove Items from Catalog Category
Action
Remove Profile from ListRemove a profile from a list by profile ID.
Action
Remove Profiles from ListRemove Profiles from List
Action
Remove Tag from CampaignsRemove Tag from Campaigns
Action
Remove Tag from FlowsRemove Tag from Flows
Action
Remove Tag from ListsRemove Tag from Lists
Action
Remove Tag from SegmentsRemove Tag from Segments
Action
Render TemplateRender Template
Action
Request Profile DeletionRequest Profile Deletion
Action
Send CampaignSend Campaign
Action
Subscribe ProfileSubscribe a profile (email/SMS consent) to a given list.
Action
Suppress ProfileSuppress a profile from receiving email marketing (global suppression).
Action
Tag CampaignsTag Campaigns
Action
Tag FlowsTag Flows
Action
Tag ListsTag Lists
Action
Tag SegmentsTag Segments
Action
Unsubscribe ProfileUnsubscribe a profile from email/SMS marketing for a given list.
Action
Update CampaignUpdate Campaign
Action
Update Catalog CategoryUpdate Catalog Category
Action
Update Catalog ItemUpdate Catalog Item
Action
Update Catalog VariantUpdate Catalog Variant
Action
Update Categories for Catalog ItemUpdate Categories for Catalog Item
Action
Update CouponUpdate Coupon
Action
Update Coupon CodeUpdate Coupon Code
Action
Update Flow StatusUpdate Flow Status
Action
Update ImageUpdate a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result — so anything you leave blank keeps its current value.
Action
Update Items for Catalog CategoryUpdate Items for Catalog Category
Action
Update ListUpdate List
Action
Update ProfileUpdate an existing profile by its Klaviyo profile ID.
Action
Update SegmentUpdate Segment
Action
Update TagUpdate Tag
Action
Update TemplateUpdate Template
Action
Upload Image From FileUpload Image From File
Action
Upload Image From URLUpload Image From URL
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.