Integration
Connect Metaview to Smartsheet via API Token
When something happens in Metaview, your agent does the next thing in Smartsheet via API Token. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Metaview and Smartsheet via API Token to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Metaview and Smartsheet via API Token
Triggers and actions 10 triggers ยท 125 actions
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
- Build chart
Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
- Check enrichment status
Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
- Create AI field
Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
- Create report
Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
- Fetch candidates
Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
- Find candidate's sequences
Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
- Get note template
Returns a note generation template by ID for use in automating note creation.
- Get search details
Retrieves configuration and results for a sourcing search by ID.
- Get sourcing analytics
Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
- Get sourcing messages
Lists outreach messages sent in a sourcing search with pagination support.
- Get User Context
Returns information about the connected user account and available features.
- Give sourcing feedback
Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
- Group conversations
Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
- List application reviews
Returns a list of application reviews, optionally filtering by name or showing only active ones.
- List ATS jobs
Returns ATS job postings, optionally filtered by job title.
- List ATS stages
Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
- List available fields
Returns available data fields for reports, optionally filtered by name.
- List candidates in sequence
Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
- List field values
Returns distinct values for a field across conversations, useful for building filters or dropdowns.
- List mailboxes
Returns email mailboxes available in this Metaview workspace.
- List note template folders
Returns folders of note templates organized in the workspace.
- List note templates
Returns note templates available in the workspace, optionally filtered by name or with full section details.
- List sequences
Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
- List sourcing candidates
Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
- List sourcing searches
Returns all sourcing searches with optional pagination.
- Manage candidate sequence
Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
- Manage note template
Creates, updates, or deletes call note templates with customizable sections for structured note-taking.
- Manage sequence
Creates, updates, duplicates, or deletes recruitment sequences.
- Search conversations
Searches call conversations with optional filtering, sorting, and field selection.
- Search reports
Searches reports by name, category, or ID with optional full configuration details.
- Send sourcing message
Starts or continues a sourcing or research search with a message to the AI agent.
Trigger
List contactsList contacts
- List dashboards
List dashboards
- List org groups
List org groups
- List reports
List reports
- List sheets
List sheets
- List workspaces
List workspaces
- New favorite
Triggers when a new item is added to your favorites.
- New row
Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
- New search result
Triggers when a new item matches your search query.
- Add columns
Add columns
- Add favorites
Add favorites
- Add image to cell
Add image to cell
- Add rows
Add one or more rows to a sheet. Provide an array of row objects with cells.
- Add summary fields
Add summary fields
- Attach file or URL to comment
Attach file or URL to comment
- Attach file or URL to row
Attach file or URL to row
- Attach file or URL to sheet
Attach file or URL to sheet
- Attach new version
Attach new version
- Copy folder
Copy folder
- Copy rows to another sheet
Copy rows to another sheet
- Copy sheet
Copy sheet
- Copy workspace
Copy workspace
- Create a comment
Create a comment
- Create a discussion on a row
Create a discussion on a row
- Create an update request
Create an update request
- Create cross-sheet references
Create cross-sheet references
- Create discussion
Create discussion
- Create folder
Create a folder in the user's Home.
- Create folder in workspace
Create folder in workspace
- Create proof
Create proof
- Create proof discussion
Create proof discussion
- Create proof request
Create proof request
- Create sheet
Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
- Create sheet in folder
Create sheet in folder
- Create sheet in workspace
Create sheet in workspace
- Create workspace
Create workspace
- Delete a comment
Delete a comment
- Delete a discussion
Delete a discussion
- Delete an update request
Delete an update request
- Delete attachment
Delete attachment
- Delete column
Delete column
- Delete favorites
Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
- Delete folder
Delete folder
- Delete report
Delete report
- Delete rows
Delete rows
- Delete sent update request
Delete sent update request
- Delete sheet
Delete a sheet by id.
- Delete summary fields
Delete summary fields
- Delete workspace
Delete workspace
- Edit a comment
Edit a comment
- Get a comment
Get a comment
- Get an update request
Get an update request
- Get attachment
Get attachment
- Get column
Get column
- Get contact
Get contact
- Get cross-sheet reference
Get cross-sheet reference
- Get discussion
Get discussion
- Get folder metadata
Get folder metadata
- Get proof
Get proof
- Get report
Get report
- Get row
Get a single row from a sheet by row id.
- Get sent update request
Get sent update request
- Get sheet
Get a sheet by id, including its rows and columns.
- Get sheet summary
Get sheet summary
- Get summary fields
Get summary fields
- Get user
Get user
- Get workspace
Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
- Is favorite
Is favorite
- List attachments
List attachments
- List columns
List all columns of a sheet.
- List contents
List contents
- List cross-sheet references
List cross-sheet references
- List discussion attachments
List discussion attachments
- List discussions
List discussions
- List discussions with a row
List discussions with a row
- List folder children
List folder children
- List folders
List the folders in the user's Home.
- List proof attachments
List proof attachments
- List proofs
List proofs
- List row attachments
List row attachments
- List sheet rows
Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).
- List sheets
List all sheets the user has access to.
- Lists sent update requests
Lists sent update requests
- List update requests
List update requests
- List workspace children
List workspace children
- List workspaces
List all workspaces the user has access to.
- Move folder
Move folder
- Move rows to another sheet
Move rows to another sheet
- Move sheet
Move sheet
- Search
Search across all sheets the user can access for the given text.
- Search sheet
Search a specific sheet for the given text.
- Send report via email
Send report via email
- Send rows via email
Send rows via email
- Send sheet via email
Send sheet via email
- Sort rows in sheet
Sort rows in sheet
- Update an update request
Update an update request
- Update column
Update column
- Update folder
Update folder
- Update proof status
Update proof status
- Update rows
Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
- Update sheet
Update sheet
- Update summary fields
Update summary fields
- Update workspace
Update workspace
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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