--- title: "Connect Metaview and Swarmtix - APIANT.ai" description: "When \"New Conversation\" fires in Metaview, your agent runs \"Create Ticket Type\" in Swarmtix." canonical: "https://apiant.ai/connect/metaview-to-swarmtix" --- # Connect Metaview and Swarmtix When **New Conversation** fires in [Metaview](https://apiant.ai/connections/metaview), your agent runs **Create Ticket Type** in [Swarmtix](https://apiant.ai/connections/swarmtix), or **New Event** in Swarmtix to **Send sourcing message** in Metaview. Describe the whole flow and it is built, tested on every scenario and kept running. Metaview **1** trigger Metaview **31** actions Swarmtix **1** trigger Swarmtix **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Metaview and Swarmtix to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Metaview and Swarmtix can do together ### From Metaview to Swarmtix - When **New Conversation** in Metaview then **Create Ticket Type** in Swarmtix - When **New Conversation** in Metaview then **Create Event** in Swarmtix ### From Swarmtix to Metaview - When **New Event** in Swarmtix then **Send sourcing message** in Metaview - When **New Event** in Swarmtix then **Create AI field** in Metaview Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Metaview and Swarmtix ## Triggers and actions 2 triggers · 54 actions - 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 Event** Triggers when a new event appears in your Swarmtix organisation. - Action **Create Access Code** Creates an access code that unlocks a hidden ticket type on an event at its normal price. - Action **Create Checkout Question** Adds a custom question an event asks buyers during checkout, and returns the stored question. - Action **Create Discount** Creates a discount on a Swarmtix event, either a code buyers type at checkout or a public offer shown on the event page, taking an amount or a percentage off. - Action **Create Event** Creates a new Swarmtix event as an unpublished draft and returns its id and URL slug. - Action **Create Ticket Type** Adds a ticket type (a price tier buyers choose from) to a Swarmtix event and returns it. - Action **Delete Checkout Question** Removes a checkout question from an event so buyers are no longer asked it. Answers buyers already gave stay with their orders. - Action **Delete Discount** Switches off a discount, public discount or access code on an event so it can no longer be used. The offer is kept because orders that used it still point at it. - Action **Delete Ticket Type** Permanently deletes a ticket type nobody has ordered from an unpublished event, and returns the ticket types that remain. - Action **Duplicate Event** Copies an event's setup into a new unpublished draft, without its dates, orders or attendees, and returns the new event. - Action **Get Analytics Summary** Returns an organisation-wide roll-up of events, tickets sold and orders placed, plus the connected organizer account's lifetime gross ticket revenue per currency. - Action **Get Event** Returns one Swarmtix event in full: schedule, location, host, ticket types and publication status. - Action **Get Event Analytics** Returns the sales and traffic figures for one event: revenue, tickets sold, refunds, page visits and the daily series behind them. - Action **Get Ticket Sales Summary** Returns how many tickets were put on sale, sold and checked in for one scheduled date of a Swarmtix event (the earliest date when none is given). - Action **List Checkout Questions** Returns the custom questions an event asks buyers at checkout, with each question's wording, field name, and whether it is enabled and required. - Action **List Discounts** Returns the active discount offers on an event, with their codes, reductions, dates and usage. - Action **List Event Dates** Returns the scheduled dates of a Swarmtix event, earliest first, with each date's id, local and UTC start and end, capacity and active status. - Action **List Events** Returns the Swarmtix events this connection can see, alphabetically by name, with each event's id, slug, name, city, country and scheduled dates. - Action **List Ticket Types** Returns the ticket types an event sells, with price, quantity, remaining availability, per-order limits and sale window. - Action **Set Event Dates** Replaces the full list of dates a Swarmtix event runs on and returns the resulting schedule. Refuses to drop a date that already has tickets sold. - Action **Update Checkout Question** Changes one of an event's checkout questions (wording, answer type, choices, required, enabled, shown on ticket) and returns the question as stored. Only the fields you fill in are changed. - Action **Update Discount** Changes an event's discount code, public discount or access code — its code, name, reduction, ticket type, window or usage limit — and returns the discount as stored. - Action **Update Event** Updates an event's details such as name, description, venue, address, visibility, fees and timezone, and returns the event as stored afterwards. Fields left blank keep their current values. - Action **Update Ticket Type** Changes one of an event's ticket types (name, price, quantity, limits, sale window) and returns it as stored afterwards. Fields left blank keep their current values. ## Each app on its own - [ **Metaview** Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions...](https://apiant.ai/connections/metaview) - [ **Swarmtix** The simplest event ticketing platform. Create, promote and sell your events in 10 minutes.](https://apiant.ai/connections/swarmtix) Reviews ## What our customers say ## More from Metaview - [ **Metaview to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/metaview-to-salesforce) - [ **Metaview to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/metaview-to-slack) - [ **Metaview to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/metaview-to-google-calendar) - [ **Metaview to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/metaview-to-stripe) - [ **Metaview to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/metaview-to-shopify) - [ **Metaview to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/metaview-to-quickbooks-online) ## More into Swarmtix - [ **HubSpot to Swarmtix** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swarmtix) - [ **Salesforce to Swarmtix** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swarmtix) - [ **Slack to Swarmtix** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swarmtix) - [ **Google Sheets to Swarmtix** Google Sheets](https://apiant.ai/connect/google-sheets-to-swarmtix) - [ **Gmail to Swarmtix** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swarmtix) - [ **Google Calendar to Swarmtix** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-swarmtix) Questions ## Metaview and Swarmtix, answered ### ### What can start an automation from Metaview? Any of Metaview's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Swarmtix when something happens in Metaview? Any of Swarmtix's 23 actions, including Create Access Code, Create Checkout Question, Create Discount and Create Event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Swarmtix to Metaview? Yes. When something happens in Swarmtix, your agent can act in Metaview too. This page covers both directions: Swarmtix's triggers and Metaview's actions are listed here as well. ### ### Do I have to build a connector for Metaview or Swarmtix? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Metaview and Swarmtix without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.