Connect Metaview and Productive.io

Both apps 67Metaview 32Productive.io 35

• 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 time entry

  Triggers when a new time entry is tracked in Productive.

• Action
  Add Comment to Deal

  Adds a comment to a deal in Productive.

• Action
  Add comment to task

  Adds a comment to a task in Productive.

• Action
  Add expense

  Creates a new expense in Productive, optionally allocated to a budget service.

• Action
  Add invoice

  Creates a new invoice for a client company in Productive.

• Action
  Add time entry

  Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.

• Action
  Create Booking

  Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.

• Action
  Create Company

  Creates a new company (client) in Productive with its billing, invoicing and contact details.

• Action
  Create Contact

  Creates a contact (person) in Productive, linked to a client company.

• Action
  Create Deal

  Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.

• Action
  Create Project

  Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.

• Action
  Create Service

  Creates a service (a billable line of work) on a Productive deal or budget.

• Action
  Create Task

  Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.

• Action
  Create Task List

  Creates a task list inside a project folder in Productive.

• Action
  Delete task

  Permanently deletes a task in Productive.

• Action
  Find Company

  Finds companies in Productive by name or company code and returns the matches.

• Action
  Find Contact

  Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.

• Action
  Find Deal

  Finds deals in Productive by name, number or company and returns the matches.

• Action
  Find invoices by criteria

  Returns invoices matching an invoice number and/or company, with the first match and a count.

• Action
  Find projects by criteria

  Finds projects matching a name, client company, project manager or status, returning the matches and the first one.

• Action
  Find Task

  Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.

• Action
  Find time entries by criteria

  Returns time entries matching the criteria you give, such as person, service, task or date range.

• Action
  Find User

  Finds users (team members) in your Productive organization by name or email and returns the matches.

• Action
  Get Booking

  Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.

• Action
  Get Comment

  Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.

• Action
  Get Expense

  Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.

• Action
  Get Service

  Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.

• Action
  Get Task List

  Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.

• Action
  Update booking

  Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.

• Action
  Update company

  Updates an existing company in Productive. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing contact (person) in Productive. Only the fields you fill in are changed.

• Action
  Update Deal

  Updates an existing deal or budget in Productive, changing only the fields you fill in.

• Action
  Update project

  Updates an existing project in Productive. Only the values you fill in are changed.

• Action
  Update Task

  Updates an existing task in Productive. Only the values you fill in are changed.

• Action
  Update time entry

  Updates an existing time entry in Productive, changing only the fields you fill in.

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