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Triggers and actions 45 triggers ยท 57 actions
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
Action
Build chartCreates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
Action
Check enrichment statusReturns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
Action
Create AI fieldCreates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
Action
Create reportBuilds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
Action
Fetch candidatesLooks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
Action
Find candidate's sequencesFinds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
Action
Get note templateReturns a note generation template by ID for use in automating note creation.
Action
Get search detailsRetrieves configuration and results for a sourcing search by ID.
Action
Get sourcing analyticsReturns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
Action
Get sourcing messagesLists outreach messages sent in a sourcing search with pagination support.
Action
Get User ContextReturns information about the connected user account and available features.
Action
Give sourcing feedbackSubmits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
Action
Group conversationsGroups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
Action
List application reviewsReturns a list of application reviews, optionally filtering by name or showing only active ones.
Action
List ATS jobsReturns ATS job postings, optionally filtered by job title.
Action
List ATS stagesReturns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
Action
List available fieldsReturns available data fields for reports, optionally filtered by name.
Action
List candidates in sequenceReturns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
Action
List field valuesReturns distinct values for a field across conversations, useful for building filters or dropdowns.
Action
List mailboxesReturns email mailboxes available in this Metaview workspace.
Action
List note template foldersReturns folders of note templates organized in the workspace.
Action
List note templatesReturns note templates available in the workspace, optionally filtered by name or with full section details.
Action
List sequencesReturns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
Action
List sourcing candidatesReturns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
Action
List sourcing searchesReturns all sourcing searches with optional pagination.
Action
Manage candidate sequenceAdds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
Action
Manage note templateCreates, updates, or deletes call note templates with customizable sections for structured note-taking.
Action
Manage sequenceCreates, updates, duplicates, or deletes recruitment sequences.
Action
Search conversationsSearches call conversations with optional filtering, sorting, and field selection.
Action
Search reportsSearches reports by name, category, or ID with optional full configuration details.
Action
Send sourcing messageStarts or continues a sourcing or research search with a message to the AI agent.
Trigger
Affiliation Request ApprovedTriggers when a affiliation request is approved.
Trigger
Affiliation Request CreatedTriggers when a affiliation request is created.
Trigger
Affiliation Request DeniedTriggers when a new affiliation request is denied.
Trigger
Cancellation Act CreatedTriggers when a cancellation act is created.
Trigger
Cancellation Act UpdatedTriggers when a cancellation act is updated.
Trigger
Customer CreatedTriggers when a customer is created.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Fulfillment CreatedTriggers when a fulfillment is created.
Trigger
Fulfillment DeletedTriggers when a fulfillment is deleted.
Trigger
Fulfillment UpdatedTriggers when a fulfillment is updated.
Trigger
Order CreatedTriggers when a order is created.
Trigger
Order DeliveredTriggers when a order is delivered.
Trigger
Order FulfilledTriggers when a order is fulfilled.
Trigger
Order PaidTriggers when a order is paid.
Trigger
Order Partially FulfilledTriggers when a order is partially fulfilled.
Trigger
Order Partially ShippedTriggers when a order is partially shipped.
Trigger
Order Payment FailedTriggers when a order payment fails.
Trigger
Order ProcessingTriggers when a order becomes processing.
Trigger
Order ShippedTriggers when a order is shipped.
Trigger
Order UnfulfilledTriggers when a order is unfulfilled.
Trigger
Order VoidedTriggers when a order is voided.
Trigger
Payout CompletedTriggers when a payout is completed.
Trigger
Purchase CreatedTriggers when a purchase is created.
Trigger
Purchase InvokedTriggers when a purchase is invoked.
Trigger
Purchase RevokedTriggers when a purchase is revoked.
Trigger
Purchase UpdatedTriggers when a purchase is updated.
Trigger
Referral ApprovedTriggers when a referral is approved.
Trigger
Referral CreatedTriggers when a referral is created.
Trigger
Refund CreatedTriggers when a refund is created.
Trigger
Refund SucceededTriggers when a refund succeeds.
Trigger
Return Request CompletedTriggers when a return request is completed.
Trigger
Return Request CreatedTriggers when a return request is created.
Trigger
Return Request DeletedTriggers when a return request is deleted.
Trigger
Return Request OpenedTriggers when a return request is opened.
Trigger
Return Request UpdatedTriggers when a return request is updated.
Trigger
Subscription ActiveTriggers when a subscription becomes active.
Trigger
Subscription CanceledTriggers when a subscription is canceled.
Trigger
Subscription CompletedTriggers when a subscription is completed.
Trigger
Subscription CreatedTriggers when a subscription is created.
Trigger
Subscription Past DueTriggers when a subscription becomes past due.
Trigger
Subscription RenewedTriggers when a subscription is renewed.
Trigger
Subscription Set to CancelTriggers when a subscription is set to cancel.
Trigger
Subscription TrialingTriggers when a subscription becomes trialing.
Trigger
Subscription UpdatedTriggers when a subscription is updated.
Action
Find AffiliationFind an existing affiliation by ID.
Action
Find Affiliation RequestFind an existing affiliation request by ID.
Action
Find Cancellation ActFind an existing cancellation act by ID.
Action
Find CheckoutFind an existing checkout by ID.
Action
Find ClickFind an existing click by ID.
Action
Find CouponFind an existing coupon by ID.
Action
Find CustomerFind an existing customer by ID.
Action
Find FulfillmentFind an existing fulfillment by ID.
Action
Find Fulfillment ItemFind an existing fulfillment item by ID.
Action
Find Line ItemFind an existing line item by ID.
Action
Find OrderFind an existing order by ID.
Action
Find Payment IntentFind an existing payment intent by ID.
Action
Find Payment MethodFind an existing payment method by ID.
Action
Find PayoutFind an existing payout by ID.
Action
Find Payout GroupFind an existing payout group by ID.
Action
Find PriceFind an existing price by ID.
Action
Find ProductFind an existing product by ID.
Action
Find PromotionFind an existing promotion by ID.
Action
Find PurchaseFind an existing purchase by ID.
Action
Find ReferralFind an existing referral by ID.
Action
Find Referral ItemFind an existing referral item by ID.
Action
Find RefundFind an existing refund by ID.
Action
Find Return ItemFind an existing return item by ID.
Action
Find Return RequestFind an existing return request by ID.
Action
Find SubscriptionFind an existing subscription by ID.
Action
Find TrackingFind an existing tracking by ID.
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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