Connect Metaview and Offri

Both apps 53Metaview 32Offri 21

• 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 Contact

  Triggers when a new client is added in Offri.

• Trigger
  New Proposal

  Triggers when a new proposal is created in Offri.

• Trigger
  Proposal Status Changed

  Triggers when a proposal's status changes, for example to won, lost or expired.

• Action
  Add component

  Creates a component (product) in your Offri workspace, optionally with its pricing, unit and category.

• Action
  Create Contact

  Creates a client (company or private person) in Offri.

• Action
  Create Contact Person

  Adds a contact person to an Offri client.

• Action
  Create Proposal

  Creates a new proposal in Offri, optionally for a client.

• Action
  Delete component

  Deletes a component (product) from your Offri workspace.

• Action
  Delete Proposal

  Deletes a draft Offri proposal.

• Action
  Find Contact

  Finds Offri clients by name, email or customer number.

• Action
  Find Contact Person

  Finds the contact persons of an Offri client, optionally by email.

• Action
  Get component

  Returns the details of a component (product) in your Offri workspace, including its category and product pricing.

• Action
  Get Contact

  Returns one Offri client by ID.

• Action
  Get Proposal

  Returns one Offri proposal with its totals and signing details.

• Action
  List components

  Returns the components and products in your Offri workspace, optionally filtered by name or category.

• Action
  Remove Contact

  Removes a client from Offri.

• Action
  Remove Contact Person

  Removes a contact person from an Offri client.

• Action
  Send Proposal

  Sends an Offri proposal to its client with an expiration date.

• Action
  Update component

  Updates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.

• Action
  Update Contact

  Updates the details of an existing Offri client.

• Action
  Update Contact Person

  Updates a contact person of an Offri client.

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