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Connect Claude CodeEverything your agent can do with Metaview and Lob
Triggers and actions 1 trigger · 71 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.
Action
Autocomplete US AddressSuggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
- Bulk Verify International Addresses
Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
- Cancel Check
Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
- Cancel Letter
Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
- Cancel Postcard
Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
- Create Address
Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
- Create Bank Account
Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
- Create Template
Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
- Delete Address
Deletes a saved address from Lob. Returns the deleted address's ID.
- Delete Bank Account
Deletes a saved bank account from Lob. Returns the deleted bank account's ID.
- Delete Template
Deletes an HTML template from Lob. Returns the deleted template's ID.
- Get Address
Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
- Get Bank Account
Returns one saved bank account from Lob by its ID, including whether it has been verified.
- Get Check
Returns one check from Lob by its ID, including its amount, status and delivery tracking events.
- Get Letter
Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
- Get Postcard
Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
- Get Template
Returns one HTML template from Lob by its ID, including its published version and version history.
- List Addresses
Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
- List Bank Accounts
Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
- List Booklets
Returns the booklets you have created in Lob, newest first, with cursors for paging through more.
- List Campaigns
Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
- List Checks
Returns the checks you have sent through Lob, newest first, with cursors for paging through more.
- List Informed Delivery Campaigns
Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
- List Letters
Returns the letters you have sent through Lob, newest first, with cursors for paging through more.
- List Postcards
Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.
- List QR Code Analytics
Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
- List Snap Packs
Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
- List Templates
Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
- List Uploads
Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
- Look Up ZIP Code
Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
- Reverse Geocode Lookup
Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
- Send Check
Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.
- Send Letter
Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
- Send Postcard
Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
- Update Template
Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
- Validate Recipient Identity
Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
- Verify Bank Account
Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
- Verify International Address
Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
- Verify Single Line US Address
Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
- Verify US Address
Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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