Connect Metaview to SchoolMaker

Both apps 62Metaview 32SchoolMaker 30

• 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
  Add community comment

  Adds a comment, or a reply to an existing comment, on a community post as the school owner.

• Action
  Add community post

  Creates a post in your SchoolMaker community, as the school owner, in an open category.

• Action
  Add conversation message

  Sends a message from an admin or moderator to an existing conversation group.

• Action
  Add lesson

  Creates a lesson in a section of a SchoolMaker program. New lessons are published by default.

• Action
  Add offer

  Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them.

• Action
  Add program

  Creates a new program (course) in your SchoolMaker school.

• Action
  Add section

  Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise.

• Action
  Award badge

  Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again.

• Action
  Create a Coaching Appointment

  Creates a coaching appointment of a chosen coaching type with the selected members and coaches.

• Action
  Create a Conversation

  Creates a conversation group with the chosen members and sends its first message.

• Action
  Delete Member

  Deletes a member from your SchoolMaker school, identified by member id or email.

• Action
  Delete offer

  Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash.

• Action
  Delete program

  Moves a SchoolMaker program to Trash and removes its logo and cover.

• Action
  Get All Coaching Types

  Returns every coaching type in your SchoolMaker school, with its coaches and publication status.

• Action
  Get Member Accesses

  Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email.

• Action
  Get Member Progress

  Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level.

• Action
  Get Offer Details

  Returns the details of a SchoolMaker offer, including its prices, accesses and member counts.

• Action
  Get Program Details

  Returns the details of a program, optionally with a specific member's progress through it.

• Action
  Get Top 10 Members in Leaderboard

  Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space.

• Action
  List badges

  Returns all badges defined in your SchoolMaker school, newest first.

• Action
  List lessons

  Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name.

• Action
  List Members

  Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access.

• Action
  List Offers

  Returns all offers in your SchoolMaker school, optionally filtered by published status.

• Action
  List Programs

  Returns all programs in your school, optionally only those a given member can access, with that member's progress.

• Action
  List sections

  Returns the sections in a SchoolMaker program, optionally filtered by section group or search text.

• Action
  Set a Drip Boost

  Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner.

• Action
  Set Member Ban

  Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details.

• Action
  Set Member Suspend

  Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email.

• Action
  Set Offer Access for a Member / Add New Member

  Grants or revokes a member's access to an offer, creating the member if they don't exist yet.

• Action
  Set Offer Details

  Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values.

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