Connect Metaview and ProjectManager

Both apps 58Metaview 32ProjectManager 26

• 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 Project

  Fires when a new project is created in the ProjectManager workspace.

• Trigger
  New Task

  Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project

• Trigger
  New User

  Fires when a new user (resource) is added to the ProjectManager workspace.

• Action
  Create Project

  Create a new project in your workspace

• Action
  Create Task

  Creates a new task within a specified project

• Action
  Create Timesheet Entry

  Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.

• Action
  Create User

  Add a new user/resource in your account

• Action
  Get Account Information

  Returns information about the current user including home URL, email, user ID and workspace name

• Action
  Get Project Details

  Get the details of one specific project

• Action
  Get Project Priorities

  Gets a list of all the priorities which can be applied to a project

• Action
  Get Project Statuses

  Get all the statuses which can be applied to a project

• Action
  Get Task Details

  Get the details of one specific task, you will need to know the task's unique ID

• Action
  Get Task Fields

  Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action

• Action
  Get Task Field Values

  Get the value of each custom field applied to a specific task

• Action
  Get Task Priorities

  Get all the priorities which can be applied to a task

• Action
  Get Task Statuses (Columns)

  Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

• Action
  Get User Details

  Get the details of one specific user/resource

• Action
  Get User Roles

  Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.

• Action
  Search Projects

  Search through your active projects using various criteria, 100 results max

• Action
  Search Tasks

  Search for tasks across your entire account, using various criteria, 100 results max

• Action
  Search Users

  Search for workspace users/resources using various criteria, 100 results max

• Action
  Update Project

  Update an existing project, empty fields will remain unchanged

• Action
  Update Task

  Update an existing task, empty fields will remain unchanged

• Action
  Update Task Field Value

  Update the value of a custom field for a specific task

• Action
  Update Timesheet Entry

  Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

• Action
  Update User

  Update an existing user/resource, empty fields will remain unchanged

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