Resources · Zapier integration

Metaview Zapier integrationAutomate Metaview with Zapier.

The Metaview Zapier integration gives you 2 triggers, 1 action and 2 searches. A new conversation or a new conversation property in Metaview can start a Zap right away, and other apps can write properties back or look a conversation up. Here is the detail, the cost and the traps.

See the 5 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the Metaview Zapier integration does for you

Metaview writes recruiting notes for you, so interviewers can focus on the conversation with candidates and hiring teams. Connecting it to Zapier lets those notes leave Metaview on their own: a conversation or a property can start a Zap, and other apps can add properties to a conversation or find one.

Three results, each on a real operation. Notes where the team works: New Conversation starts a Zap once a conversation is available in Metaview, so it can be logged in a spreadsheet or announced in a team channel. Changes that travel: New Conversation Property fires when a property on a conversation is added or updated, so another tool hears about it. Data written back: Create or Update Conversation Property sets a property on a conversation from another app, and Find Conversation or Find Conversation Property fetch what already exists for the next steps.

Both triggers are instant, so the interval of your Zapier plan never slows them. What Zapier does not do for Metaview: there is no action to create a conversation or delete one, and Find Conversation works from a Conversation ID, so an earlier step must already carry one. New Conversation also gives you a choice: let it fire automatically when AI Notes are first generated, or set that to False and push each conversation by hand with Push to Zapier on the AI Notes page. To weigh other platforms on these points, see our n8n vs Zapier and Make vs Zapier comparisons.

Vocabulary

Zapier vocabulary in one minute

Eight words from the editor, each explained once here and used as is afterwards.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
Trigger
The event that starts the Zap. With Metaview, a new conversation, or a property added or updated on one.
Action
What the Zap does once started. With Metaview, creating or updating a property on a conversation.
Task
The unit Zapier bills: one action completed successfully. The number on your plan counts those and nothing else.
Polling vs instant trigger
Zapier checks a polling trigger on a timer. An instant trigger, like both Metaview triggers, is reported by the app itself.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and stops it otherwise.
Search step
A step that looks up something already in an app, so the following steps can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter, a search or a second action makes one, on a paid plan.
Cost

What a Metaview Zap really costs

Metaview is not a premium app on Zapier, so its triggers, action and searches work on the free plan. You pay in tasks.

  • Free plan100 tasks a month, unlimited two-step Zaps
  • Metaview triggersBoth instant, free to run
  • SearchesMake the Zap multi-step, paid plan

A conversation or a property that starts the Zap costs nothing. Each action that goes through is one task, and a failed action is not counted. The free plan gives you 100 tasks a month and unlimited Zaps of two steps: one trigger, one action. Adding a filter, a Find Conversation search or a second action makes a multi-step Zap, which needs a paid plan. The grid below shows how often Zapier checks a polling trigger on each plan. It does not apply to the two Metaview triggers, which are instant; it only matters when another app's polling trigger feeds the Metaview action.

Connect

Connect your Metaview account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an account on Metaview, plus read or write access on anything you do not own yourself and want the Zap to touch, such as a colleague's conversations.

  2. 02

    Choose Metaview

    Search for Metaview in the dialog, pick it and click Add connection. Sign in to Metaview in the tab that opens, with the account whose conversations the Zap should follow.

  3. 03

    Grant access

    Approve the access Zapier requests on that account. The connection is stored, and every Metaview step in your Zaps reuses it instead of asking you to sign in again.

First Zap

Your first Zap: log each interview in a spreadsheet

GoalEvery new Metaview conversation that meets your condition becomes a row in your hiring spreadsheet.

  1. 01

    Pick the trigger

    Create a Zap with Metaview and New Conversation. Fill in Trigger on, Private and Label, and decide whether it should fire automatically when AI Notes are generated.

  2. 02

    Test on real conversations

    Run the test. Zapier brings back the three most recent items of the connected account; pick one so the next steps are mapped on real values.

  3. 03

    Add a filter

    Click the plus icon, add Filter, and set the field to look at, the rule and the value. A text rule only works on text, a number rule only on numbers.

  4. 04

    Add the spreadsheet

    Add your spreadsheet as the action with the event that adds a row, then map the values from the conversation into the columns you want.

  5. 05

    Test and publish

    Test the action, check the row, then click Publish. With the filter this is a multi-step Zap on a paid plan; without it, it fits the free plan.

Triggers

Metaview triggers

2 events start a Zap when something happens in Metaview, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Conversation

Instant trigger

In Zapier“Triggers when a new conversation is available in Metaview.”

Starts your Zap once a new conversation is available in Metaview, so the conversation can be logged, shared or filed in another tool without anyone pasting it. You label the Zap so it can be recognised on the AI Notes page, and can keep it private.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
every interview should leave a trace in the tool the hiring team already reads.
Watch out
if Trigger automatically when AI Notes are generated? is set to False, nothing fires on its own; each conversation is sent with Push to Zapier on the AI Notes page.
2

New Conversation Property

Instant trigger

In Zapier“Triggers when a conversation property is added or updated.”

Fires when a property on a conversation is added or updated, so a change in what Metaview holds about an interview can move on to another app. It follows the data attached to conversations rather than the conversations themselves.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a property set on a conversation has to be mirrored in a tracker or announced to a colleague.
Watch out
Trigger on decides whether only your conversations or the whole team's are watched; check the scope at the test.
Actions

The Metaview action

Metaview gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create or Update Conversation Property

Action

In Zapier“Creates or updates a property in a conversation on Metaview.”

Writes a property onto a Metaview conversation, adding it or updating it, with a value coming from another step of the Zap.

When to use it
information held in another tool should be attached to the matching interview in Metaview.
Watch out
Conversation ID, Property name and Property type are all required, so an earlier step has to carry the Conversation ID; check at the test which one does.
Searches

Metaview searches

2 search steps look for data that already exists in Metaview, so a later step can use it.

A search step looks up something that already exists in Metaview and hands it to the next steps. Searches sit at the bottom of the Action event list, under SEARCH, and some action fields offer + Add search step to insert one just before. Each search makes the Zap multi-step.

1

Find Conversation

Search

In Zapier“Finds a conversation in Metaview by ID.”

Looks up a Metaview conversation from its ID and passes what it found to the following steps.

When to use it
another tool stores the Conversation ID and the Zap needs the full conversation behind it.
Watch out
Conversation ID is the only required field and the lookup is by ID, not by name.
2

Find Conversation Property

Search

In Zapier“Finds a conversation property by name”

Fetches one property of a conversation by its name, so a later step can read the value or decide whether to overwrite it.

When to use it
before updating a property, the Zap should check what is already set on that conversation.
Watch out
both Conversation ID and Property name are required; decide what happens when nothing is found with the setting above.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps that depended on it are skipped. Switched on, the Zap carries on without a result.
  2. Create X if it doesn't exist yet?
    On apps that offer it, this box turns a search into a find-or-create. Metaview exposes no find-or-create variant, so its two searches only ever look things up.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When a Metaview Zap breaks

Zapier links no help article and no specific limit to Metaview. The cases below come from how every Zap behaves.

Four situations to know before switching a Zap on. If one already misbehaves, see our Zapier troubleshooting guide.

  • Past conversations are skipped

    A Zap only reacts to what happens after it is switched on. Conversations that already existed are not picked up, and moving that backlog into another tool is a separate job.

  • A Zap that sets itself off

    A Zap that writes into the very place its own trigger watches can start itself again and again and burn through tasks. Keep what the trigger watches apart from what the Zap writes.

  • A sudden batch held back

    After a bulk import or a migration, a trigger that suddenly returns a huge batch can be held back by Zapier's flood protection rather than run for every item.

  • A search that stops the Zap

    With its default setting, a Find Conversation or Find Conversation Property that finds nothing stops the Zap, and the steps that depended on it are skipped.
Need help

Need help automating Metaview with Zapier?

A person reads every message.

FAQ

Metaview Zapier integration: common questions

01Is the Metaview Zapier integration free?
Yes. Metaview is not a premium app on Zapier, so its two triggers, its action and its two searches all work on the free plan. That plan gives you 100 tasks a month and an unlimited number of Zaps, each limited to two steps, one trigger and one action. Sending each new conversation to a team channel fits inside it. A search, a filter or a second action makes the Zap multi-step, and that needs a paid plan.
02How many tasks does a Metaview Zap use?
One task for each action that completes successfully. The Metaview triggers never cost a task, so new conversations and new properties do not eat into your plan by themselves. A failed action is not counted. A Zap that posts each conversation to a chat uses one task per conversation; one that also writes a row uses two per run when both succeed. Count the actions in your Zap to estimate your monthly use.
03Does the Metaview integration work in real time?
Yes, for both triggers. New Conversation and New Conversation Property are instant: Metaview tells Zapier the moment the event happens, so the Zap starts right away whatever your plan, and the interval grid does not apply. One setting can change that on New Conversation: if automatic triggering when AI Notes are generated is set to False, the Zap waits until someone clicks Push to Zapier on the AI Notes page.
04What is needed to connect a Metaview account to Zapier?
An account on Metaview, plus read or write access on anything you do not own yourself and want the Zap to touch. You add it once from the Apps page of your Zapier account with + Add connection, sign in to Metaview in the tab that opens and grant access. Both triggers then ask whether to watch your conversations or all conversations in your team, so pick the scope the account can actually reach.
05Why does a Metaview Zap not fire for a new conversation?
Check the settings of New Conversation first. If Trigger automatically when AI Notes are generated? is set to False, the Zap only runs when someone clicks Push to Zapier on the AI Notes page. Then check Trigger on: set to your conversations only, it ignores the rest of the team's. Private also limits who can see and trigger the Zap on the AI Notes page. The Label helps you spot the right Zap there.
06What if the Metaview operation needed is not available?
Zapier offers five operations for Metaview today: New Conversation and New Conversation Property as triggers, Create or Update Conversation Property as the action, and Find Conversation and Find Conversation Property as searches. There is no action to create or delete a conversation. The Metaview page on Zapier shows the current list, so check it before planning a Zap around anything else, and compare other platforms if the gap is central.
07Zapier, Make or n8n for Metaview?
Choose by criterion. Reaction time is not a differentiator on Zapier here: both Metaview triggers are instant, even on the free plan. Coverage is: Zapier handles conversation properties and lookups by ID, but nothing to create or delete a conversation, so a workflow that needs that must look elsewhere. Budget follows: searches and filters make a Zap multi-step on a paid plan, and every successful action is one task. Weigh those three points against the workflow you have in mind.
Same platform

Other docs you might need on this stack.

Browse all integrations