Integration
Connect Order Desk to Metaview
When something happens in Order Desk, your agent does the next thing in Metaview. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Order Desk and Metaview 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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Connect Claude CodeEverything your agent can do with Order Desk and Metaview
Triggers and actions 3 triggers ยท 47 actions
Trigger
New Order AddedTriggered when a new order is added in Order Desk.
Trigger
Order Folder ChangedTriggered when an order moves to a different folder in Order Desk.
Action
Add Order ItemAdds a line item to an existing order in Order Desk.
Action
Add Order NoteAdds a note to an order's history in Order Desk.
Action
Add ShipmentRecords a shipment with tracking details against an order in Order Desk.
Action
Change FolderMoves an order into a different folder in Order Desk.
Action
Change TagSets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.
Action
Create Inventory ItemCreates a product in the Order Desk store's inventory.
Action
Create New OrderCreates a new order in Order Desk with its line items, addresses and totals.
Action
Delete Inventory ItemDeletes a product from the Order Desk store's inventory.
Action
Delete OrderDeletes an order from Order Desk.
Action
Delete Order ItemRemoves a line item from an order in Order Desk.
Action
Get Inventory ItemReturns one product from the Order Desk store's inventory, including its stock level and your own metadata.
Action
Get OrderReturns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.
Action
List OrdersReturns orders from Order Desk, with optional folder, source, customer and date filters.
Action
Set Order DataUpdates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.
Action
Set Order Item DataUpdates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.
Action
Update Inventory ItemUpdates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.
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.
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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