Act! + Metaview
Act! + Metaview
Act! + Metaview integrations
Create notes in Act! when new conversations are recorded in Metaview
Automatically create notes in Act! every time a new conversation is recorded in Metaview. This integration ensures that important insights and details from your interviews are seamlessly added to Act!, keeping your candidate profiles up-to-date without manual effort. Stay organized and streamline your interview documentation process with this automated workflow.
- When this happens...New ConversationTriggers when a new conversation is available in Metaview.
- automatically do this...Find or Create ContactFinds or creates a contact.
- then do this!Add NoteAdds a note to a contact.
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More things you can do with Metaview and Act!
Discover other triggers and actions you can use with Metaview and Act!
- copy2
- Trigger onRequired
- PrivateRequired
- LabelRequired
- copy
- Trigger automatically when AI Notes are generated?Required
Try ItTriggerInstant- Conversation IDRequired
- Property nameRequired
- Property typeRequired
- Copy
ActionWrite- Conversation IDRequired
- Property nameRequired
ActionSearch- Contact Updated
Triggers when a Contact is updated.
Try ItTriggerPolling
- Trigger onRequired
- Property name
Try ItTriggerInstant- Conversation IDRequired
ActionSearch- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerPolling
About Act!
Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
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About Metaview
Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions with candidates and hiring teams.
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