Connect Metaview and Resource Guru

Both apps 61Metaview 32Resource Guru 29

• 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 or Updated Booking

  Triggers when a new booking is created and/or a booking is updated.

• Trigger
  New or Updated Client

  Triggers when a new client is created and/or a client is updated.

• Trigger
  New or Updated Project

  Triggers when a new project is created and/or when a project is updated.

• Trigger
  New or Updated Resource

  Triggers when a new resource is created and/or when a resource is updated.

• Trigger
  New or Updated Time Off Event

  Triggers when a time off event is created and/or a time off event is updated.

• Action
  Create Booking

  Creates a new booking for one or more resources in Resource Guru.

• Action
  Create Client

  Creates a new client in a Resource Guru account.

• Action
  Create Project

  Creates a new project.

• Action
  Create Resource

  Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.

• Action
  Create Time Off Event

  Creates a time off (downtime) event for one or more resources in Resource Guru.

• Action
  Delete booking

  Deletes a booking, or a single date or set of occurrences of a repeating booking.

• Action
  Delete client

  Deletes a client from a Resource Guru account.

• Action
  Delete project

  Deletes a project from a Resource Guru account.

• Action
  Delete resource

  Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.

• Action
  Delete time off event

  Deletes a time off event (downtime) from a Resource Guru account.

• Action
  Get client

  Returns a specific client by its ID.

• Action
  Get project

  Returns a specific project by its id, including its client, team, activity types and custom field values.

• Action
  Get resource

  Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.

• Action
  Get time off event

  Returns a single time off (downtime) event by its id.

• Action
  List clients

  Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.

• Action
  List projects

  Returns every active project in a Resource Guru account, optionally including archived and deleted projects.

• Action
  List resources

  Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.

• Action
  List time off events

  Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.

• Action
  List users

  Returns every user on the Resource Guru account, both active and deleted.

• Action
  Update Booking

  Updates an existing booking by ID.

• Action
  Update Client

  Updates an existing client in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Project

  Update an existing project in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Resource

  Updates an existing resource.

• Action
  Update Time Off Event

  Updates a time off event.

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