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Connect Claude CodeEverything your agent can do with Metaview and Whop
Triggers and actions 17 triggers · 60 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
Dispute UpdatedTriggers when a payment dispute on your Whop account changes, for example when its status moves or the deadline to respond is set.
Trigger
Failed PaymentTriggers when a payment on your Whop account fails, giving you the amount, the reason it failed and when Whop will try again.
Trigger
Invoice PaidTriggers when an invoice on your Whop account is paid, giving you the invoice, its amount and who paid it.
Trigger
Invoice Past DueTriggers when an invoice on your Whop account passes its due date without being paid.
Trigger
Membership CanceledTriggers when a Whop membership ends and the customer loses access, whether they cancelled or their payments stopped.
Trigger
Membership Scheduled to CancelTriggers when a Whop customer schedules their membership to end at the close of the current billing period, or reverses that decision.
Trigger
New DisputeTriggers when a buyer opens a new chargeback dispute on a Whop payment.
Trigger
New Dispute AlertTriggers when Whop receives an early dispute alert from the card network, before a formal chargeback is opened.
Trigger
New InvoiceTriggers when a new invoice is created for a customer in Whop.
Trigger
New Member JoinedTriggers when a new member joins — a Whop membership becomes active for a customer.
Trigger
New PaymentTriggers when a new payment is created in Whop.
Trigger
New WaitlistTriggers when someone signs up for a waitlisted plan in Whop, creating a new waitlist entry.
Trigger
Payment Method SavedTriggers when a customer successfully saves a payment method in Whop for future use.
Trigger
Payment PendingTriggers when a Whop payment moves into a pending state, waiting to clear.
Trigger
Payment RefundedTriggers when a payment is refunded in Whop.
Trigger
Waitlist ApprovedTriggers when a waitlist entry is approved in Whop, granting the person access to the plan.
Action
Add Free Days to MembershipAdds free days to a Whop membership, pushing out its next renewal date, expiration or trial. Useful for service credits, support gestures and referral rewards.
Action
Approve WaitlistApproves a pending waitlist entry in Whop so the applicant is granted access. Whop processes the approval in the background and returns a job ID.
Action
Cancel MembershipCancels a Whop membership, either at the end of the current billing period or straight away.
Action
Create Checkout SessionCreates a Whop checkout session for a plan and returns the purchase link you send the customer to.
Action
Create InvoiceCreates an invoice in Whop for a new or existing customer, either emailed as a payment link or charged automatically. Anything you leave blank is left out of the request.
Action
Create LeadCreates a lead in Whop to track someone who showed interest in a product, along with where they came from.
Action
Create PaymentCharges a Whop member's saved payment method, either for an existing plan or for a new plan you describe inline. Anything you leave blank is left out of the request.
Action
Create Promo CodeCreates a discount code customers can enter at checkout on Whop, as either a percentage or a flat amount off, with optional limits on who can use it and how often.
Action
Deny WaitlistDenies a pending waitlist entry in Whop so the applicant is turned down, and returns the updated entry.
Action
Find EntriesFinds waitlist entries on your Whop account, with optional filters for status, product, plan and when they were submitted.
Action
Find EntryLooks up a single Whop waitlist entry by its ID and returns its status, who applied and what they applied for.
Action
Find InvoiceLooks up a single Whop invoice by its ID and returns its status, amount, line items and who it was sent to.
Action
Find LeadLooks up a single Whop lead by its ID and returns who they are, what they were interested in and whether they have become a paying customer.
Action
Find MemberLooks up a single member of your Whop company by ID and returns their contact details, access level and how much they have spent.
Action
Find MembershipLooks up a single Whop membership by its ID and returns its status, renewal dates, the customer and what they are subscribed to.
Action
Find PaymentLooks up a single Whop payment by its ID and returns its status, amounts, card details and what it was for.
Action
Find PlanLooks up a single Whop plan by its ID and returns its pricing, billing period, visibility and purchase link.
Action
Find ProductLooks up a single Whop product by its ID and returns its name, visibility, member count and store details.
Action
Find ProductsLists the products on your Whop company, with optional filters for visibility and paging.
Action
Find RefundLooks up a single Whop refund by its ID and returns the amount, its processing status and the payment it came from.
Action
Get Payment FeesLists the fees taken out of a Whop payment, such as processing and affiliate fees, with the amount and type of each.
Action
Pause MembershipPauses billing on a Whop membership, optionally resuming automatically on a date you choose.
Action
Refund PaymentRefunds a Whop payment in full, or by a partial amount you specify.
Action
Resume MembershipResumes billing on a Whop membership that was paused.
Action
Unarchive AffiliateRestores an archived Whop affiliate so they can earn commissions again.
Action
Uncancel MembershipReverses a pending cancellation so a Whop membership keeps renewing.
Action
Update LeadUpdates the referrer or your own stored data on an existing Whop lead.
Action
Update MembershipUpdates your own stored data on an existing Whop membership.
Action
Void InvoiceVoids a Whop invoice so it can no longer be paid.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.