Connect Metaview to MOCO

Both apps 82Metaview 32MOCO 50

• Trigger
  New Conversation

  Triggers when a new conversation is available in Metaview.

• Action
  Build chart

  Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.

• Action
  Check enrichment status

  Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.

• Action
  Create AI field

  Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.

• Action
  Create report

  Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.

• Action
  Fetch candidates

  Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.

• Action
  Find candidate's sequences

  Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.

• Action
  Get note template

  Returns a note generation template by ID for use in automating note creation.

• Action
  Get search details

  Retrieves configuration and results for a sourcing search by ID.

• Action
  Get sourcing analytics

  Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.

• Action
  Get sourcing messages

  Lists outreach messages sent in a sourcing search with pagination support.

• Action
  Get User Context

  Returns information about the connected user account and available features.

• Action
  Give sourcing feedback

  Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.

• Action
  Group conversations

  Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.

• Action
  List application reviews

  Returns a list of application reviews, optionally filtering by name or showing only active ones.

• Action
  List ATS jobs

  Returns ATS job postings, optionally filtered by job title.

• Action
  List ATS stages

  Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.

• Action
  List available fields

  Returns available data fields for reports, optionally filtered by name.

• Action
  List candidates in sequence

  Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.

• Action
  List field values

  Returns distinct values for a field across conversations, useful for building filters or dropdowns.

• Action
  List mailboxes

  Returns email mailboxes available in this Metaview workspace.

• Action
  List note template folders

  Returns folders of note templates organized in the workspace.

• Action
  List note templates

  Returns note templates available in the workspace, optionally filtered by name or with full section details.

• Action
  List sequences

  Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.

• Action
  List sourcing candidates

  Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.

• Action
  List sourcing searches

  Returns all sourcing searches with optional pagination.

• Action
  Manage candidate sequence

  Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.

• Action
  Manage note template

  Creates, updates, or deletes call note templates with customizable sections for structured note-taking.

• Action
  Manage sequence

  Creates, updates, duplicates, or deletes recruitment sequences.

• Action
  Search conversations

  Searches call conversations with optional filtering, sorting, and field selection.

• Action
  Search reports

  Searches reports by name, category, or ID with optional full configuration details.

• Action
  Send sourcing message

  Starts or continues a sourcing or research search with a message to the AI agent.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Exported Invoice (Bookkeeping)

  Triggers when a new invoice is exported (for the bookkeeping).

• Trigger
  New Incoming Payment

  Triggers when a new incoming payment is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Invoice Status

  Triggers when the status of an invoice is changed.

• Trigger
  New Offer

  Triggers when a new offer is created.

• Trigger
  New Outgoing Payment

  Triggers when a new outgoing payment is created.

• Trigger
  New Planning Entry

  Triggers when a new Planning Entry is created.

• Trigger
  New Presence

  Triggers when a new Presence is created.

• Trigger
  New Project Assignment

  Triggers when a person is assigned to a project.

• Trigger
  New Purchase

  Triggers when a new purchase is created.

• Trigger
  New Recurred Expense

  Triggers when an expense is recurred.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Unarchived Project

  Triggers when a project is made active again.

• Trigger
  Updated Company

  Triggers when a company was updated.

• Trigger
  Updated Expense

  Triggers when an expense was updated.

• Trigger
  Updated Invoice

  Triggers when an invoice was updated.

• Trigger
  Updated Lead

  Triggers when a lead was updated.

• Trigger
  Updated Planning Entry

  Triggers when a Planning Entry was updated.

• Trigger
  Updated Presence

  Triggers when a Presence was updated.

• Trigger
  Updated Project

  Triggers when a project was updated.

• Trigger
  Updated Purchase

  Triggers when a purchase was updated.

• Trigger
  Updated Time Entry

  Triggers when a time entry was updated.

• Action
  Create Comment

  Creates a new Comment.

• Action
  Create Company

  Creates a new company (customer only).

• Action
  Create Contact

  Creates a new contact person.

• Action
  Create Expense

  Creates a new Expense.

• Action
  Create Incoming Payment

  Creates a new incoming payment.

• Action
  Create Lead

  Creates a new lead.

• Action
  Create Outgoing Payment

  Creates a new outgoing payment.

• Action
  Create Project

  Creates a new Project.

• Action
  Create Purchase

  Creates a new Purchase.

• Action
  Create Task

  Creates a new project task.

• Action
  Create Time Entry

  Create a new time entry.

• Action
  Find Company

  Finds an existing Company.

• Action
  Find Contact

  Finds an existing Contact.

• Action
  Find Expense

  Finds an existing Expense.

• Action
  Find Invoice

  Finds an existing Invoice.

• Action
  Find Lead

  Finds an existing lead.

• Action
  Find Offer

  Finds an existing Offer.

• Action
  Find Planning Entry

  Finds an existing Planning Entry.

• Action
  Find Project

  Finds an existing project.

• Action
  Find Purchase

  Finds an existing Purchase.

• Action
  Find Task

  Finds an active Task for a Project.

• Action
  Find Time Entry

  Finds an existing Time Entry.

• Action
  Find User

  Finds an existing active user.

• Action
  Record Presence

  Record a new presence.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.