Connect Metaview to Okta

Both apps 54Metaview 32Okta 22

• 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.

• Action
  Activate User

  Activates a staged or deprovisioned Okta user and returns their activation link and token. Activation emails the user unless turned off.

• Action
  Add group

  Creates a new Okta-managed group with a name, an optional description, and any custom group profile attributes defined in your org.

• Action
  Add User to Group

  Adds an existing Okta user to an Okta-managed group.

• Action
  Assign user to application

  Assigns an existing Okta user to an application, optionally setting their app username, password and app profile. Returns the resulting application user.

• Action
  Create User

  Creates a new user in your Okta org, with or without credentials, and returns the new user's id and status.

• Action
  Deactivate User

  Deactivates an Okta user, deprovisioning them from all assigned apps. This cannot be undone by the deactivation itself and may destroy the user's data in those apps.

• Action
  Delete group

  Permanently deletes a group from your Okta org by its ID.

• Action
  Delete user

  Permanently deletes a deactivated Okta user. If the user is still active, this deactivates them instead, and running it a second time deletes them.

• Action
  Find Group by Name

  Returns the Okta groups whose name matches the name you specify, either exactly or by a partial match.

• Action
  Find User by Email

  Returns the Okta users whose primary email matches the email you specify, including deprovisioned users.

• Action
  Get group

  Returns one Okta group by its id, including its profile name, description and any custom attributes.

• Action
  Get user

  Returns one Okta user, including their status, timestamps, credentials summary, and standard and custom profile attributes. An error occurs if the user is not found.

• Action
  List applications

  Returns the applications in your Okta org, optionally narrowed by a name or label prefix or a filter expression.

• Action
  List group members

  Returns the users who are members of an Okta group, with their profiles, including any custom attributes. Results can be narrowed with a search expression.

• Action
  List groups

  Returns the groups in your Okta organization, optionally narrowed by a search, filter or name match.

• Action
  List users

  Returns the users in your Okta organization, optionally narrowed by a search, filter or name query.

• Action
  Remove User From Group

  Removes a user from a group managed directly in Okta. The user account itself is not changed.

• Action
  Reset user password

  Starts a password reset for an Okta user and either emails them the reset link or returns the link. The user moves to Recovery status and can't sign in until they finish the reset.

• Action
  Suspend User

  Suspends an active Okta user so they can't sign in, while keeping their group and app assignments. Suspended users can later be unsuspended or deactivated.

• Action
  Unsuspend user

  Unsuspends a suspended Okta user and returns them to the Active state.

• Action
  Update group

  Updates the name, description or custom attributes of an Okta-managed group. Anything left blank keeps its current value.

• Action
  Update user

  Updates an existing Okta user's profile, including custom profile attributes, or credentials. Fields left blank keep their current values.

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