Integration

Connect Metaview to UniBee

When something happens in Metaview, your agent does the next thing in UniBee. Describe it in plain language and the automation is built, tested on every branch and kept running.

Metaview1 triggerMetaview31 actionsUniBee9 triggersUniBee17 actions

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What do you want Metaview and UniBee 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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Everything your agent can do with Metaview and UniBee

Triggers and actions 10 triggers · 48 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 Invoice Event
Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment Event
Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund Event
Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription Activated
Triggers when a subscription becomes active.
Trigger
New Subscription Event
Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon Event
Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update Event
Triggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User Event
Triggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan Change
Triggers when a user subscription or subscription change occurs.
Action
Add Discount Code
Create a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).
Action
Add Invoice
Create a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).
Action
Add Payment
Record/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).
Action
Add Plan
Create a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).
Action
Add Product
Create a new product. Endpoint: POST /merchant/product/new (Create Product).
Action
Add Subscription
Create a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).
Action
Add User
Create a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).
Action
Cancel Subscription
Cancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).
Action
Get Invoice
Fetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).
Action
Get Payment
Fetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).
Action
Get Plan
Fetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).
Action
Get Subscription
Fetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).
Action
Get User
Fetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).
Action
List Discount Codes
List discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).
Action
List Products
List products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).
Action
List Users
List/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).
Action
Update User
Update an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).

Each app on its own

The other way round: UniBee to Metaview