Connect Metaview to Sonderplan

Both apps 60Metaview 32Sonderplan 28

• 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
  Create Billable Item

  Creates a billable item (a chargeable product or service with buy and sell rates) in Sonderplan.

• Action
  Create Booking

  Creates a booking in the Sonderplan schedule.

• Action
  Create Contact

  Adds a new contact (person or organization) to Sonderplan.

• Action
  Create Invoice

  Creates an invoice for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Project

  Creates a Project

• Action
  Create Quote

  Creates a quote for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Service

  Creates a service with its hourly, daily and weekly sell and buy rates, optionally limited to certain resources, clients or projects.

• Action
  Create Workspace

  Creates a Workspace on the Schedule

• Action
  Delete Billable Item

  Deletes a billable item from Sonderplan by its ID.

• Action
  Delete Booking

  Deletes a booking in Sonderplan by its ID.

• Action
  Delete Contact

  Delete a contact.

• Action
  Delete Invoice

  Delete an invoice.

• Action
  Delete Project

  Deletes a project in Sonderplan.

• Action
  Delete Quote

  Deletes a quote in Sonderplan by its ID.

• Action
  Delete Resource

  Delete a resource (staff/equipment resource).

• Action
  Delete Workspace

  Deletes a workspace in Sonderplan.

• Action
  Find Booking Status

  Returns up to 100 booking statuses that match the specified name, description or status IDs.

• Action
  Find Invoice

  Finds invoices by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Quote

  Finds quotes by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Resource

  Finds a Resource.

• Action
  Find Service

  Finds services (rate schemes) by ID and returns their rates, currency and the resources, clients and projects they apply to.

• Action
  Update Billable Item

  Updates a Billable Item

• Action
  Update Booking

  Updates an existing booking in Sonderplan. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates a contact

• Action
  Update Project

  Updates an existing project.

• Action
  Update Resource

  Updates a Resource to be added to Bookings

• Action
  Update Service

  Updates an existing service (a Sonderplan service rate scheme). Only the fields you fill in are changed.

• Action
  Update Workspace

  Updates a Workspace that contains a set of Resources

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