Connect Clockwork Recruiting and Metaview to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Candidacy" from Clockwork Recruiting.

Add your action

An action happens after the trigger—such as "Create or Update Conversation Property" in Metaview.

You’re connected!

Zapier seamlessly connects Clockwork Recruiting and Metaview, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Candidacy
Triggers when a new candidacy is created. Fires for every project in your firm.
Trigger
Instant
Try It
- Limit
Trigger
Instant
Try It
- Limit
Trigger
Instant
Try It
- Project ID
  Required
- Color Category
- Status Name
- Stoplight Status
- Person ID
  Required
- Status ID
Action
Write
- Assistant Name
- Biography
- Do Not Contact
- Name of the Person
- Nick Name
- No Relocation
- Skype Name
- Tag Ids
Action
Write

- Attachment Type
  Required
- S3 Key
  Required
- Person ID
  Required
Action
Write
- Person ID
  Required
- Degree
- End Year
- Start Year
- School Name
- School ID
Action
Write

- Person ID
  Required
- Linkedin URL
  Required
- Preferred
Action
Write
- Person ID
  Required
- Digits
  Required
- Extension
- Preferred
- Location Type
Action
Write
- Person ID
  Required
- Tag ID
  Required
Action
Write
- Name
  Required
- Description
Action
Write
- Project ID
  Required
- Candidate ID
  Required
Action
Write
- Person ID
  Required
- Person Address ID
  Required
Action
Write
- Person ID
  Required
- Person Compensation ID
  Required
Action
Write
- Person ID
  Required
- Person Email ID
  Required
Action
Write
- Person ID
  Required
- Person Note ID
  Required
Action
Write
- Person ID
  Required
- Position ID
  Required
Action
Write
- Person ID
  Required
- Person Tag ID
  Required
Action
Write
- Tag ID
  Required
Action
Write
- Person ID
  Required
- Person Address ID
  Required
Action
Write
- Person ID
  Required
- Person Compensation ID
  Required
Action
Write
- Person ID
  Required
- Person Email ID
  Required
Action
Write
- Person ID
  Required
- Person Note ID
  Required
- Include
Action
Write
- Person ID
  Required
- Position ID
  Required
Action
Write
- Project ID
  Required
- Include
Action
Write
Get Firm Fields
Get Firm Fields from your Database
Action
Write
- Company ID
  Required
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
- Limit
- Offset
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
- Include
Action
Write
- Person ID
  Required
- Limit
- Offset
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
- Firm Field Id
Action
Write
- Project ID
  Required
- Limit
- Offset
Action
Write
- Limit
- Offset
Action
Write
- Limit
- Offset
Action
Write
- Limit
- Offset
- Sort
- q
Action
Write
- Person ID
  Required
- Name of the Person
- Assistant Name
- Biography
- Do Not Contact
- Nick Name
- No Relocation
- Skype Name
- Tag Ids
Action
Write
- Company ID
  Required
- Name
- Description
- Exchange
- Ticker Symbol
- Do Not Contact
- Do Not Contact End Date
- Subtitle
- No Stemming
Action
Write
- Bonus
- Bonus Type
- Currency Name
- Dates
- Description
- End Year
- Equity
- Equity Type
- Salary
- Start Year
- Currency ID
- Person ID
  Required
- Person Compensation ID
  Required
Action
Write
- Person ID
  Required
- Person Email ID
  Required
- Email Address
- Location Type
- Preferred
Action
Write
- Person ID
  Required
- Person Note ID
  Required
- Category Name
- Content
- Mime Type
- Stoplight Status
- Category ID
Action
Write
- Person ID
  Required
- Position ID
  Required
- Title
- Start Month
- Start Year
- End Month
- End Year
- Company Name
- Company ID
Action
Write
- School ID
  Required
- Name
- Description
Action
Write
- Person ID
  Required
- Include
Action
Search
- Person ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- School ID
  Required
Action
Search
- Limit
- Offset
- q
- Sort
- Begin Time
- End Time
- LinkedIn Url
Action
Search
- Trigger on
  Required
- Property name
Trigger
Instant
Try It
- Conversation ID
  Required
Action
Search

Updated Candidacy
Triggers when any candidacy is updated (any field, including status). Fires for every project in your firm.
Trigger
Instant
Try It
- Project ID
- Limit
Trigger
Instant
Try It
- Limit
Trigger
Instant
Try It
- Name
- Description
- Exchange
- Ticker Symbol
- Do Not Contact
- Do Not Contact End Date
- Subtitle
- No Stemming
  Required
Action
Write
- City
- Country
- Postal Code
- Location
- Preferred
- Region Name
- State
- Street
- Street 2
- Region ID
- Person ID
  Required
Action
Write
- Bonus
- Bonus Type
- Currency Name
- Dates
- Description
- End Year
- Equity
- Equity Type
- Salary
- Start Year
- Currency ID
- Person ID
  Required
Action
Write
- Person ID
  Required
- Email Address
- Location Type
- Preferred
Action
Write
- Person ID
  Required
- Category Name
- Content
  Required
- Mime Type
- Stoplight Status
- Category ID
Action
Write
- Person ID
  Required
- Title
- Start Month
- Start Year
- End Month
- End Year
- Company Name
- Company ID
Action
Write
- Person ID
  Required
- URL
  Required
- Location Type
- Preferred
Action
Write
- Name
  Required
- Description
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
- Person Attachment ID
  Required
Action
Write
- Person ID
  Required
- Person Education ID
  Required
Action
Write
- Person ID
  Required
- Person Linkedin URL ID
  Required
Action
Write
- Person ID
  Required
- Phone Number ID
  Required
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
- Person Website ID
  Required
Action
Write
- Project ID
  Required
- Candidacy ID
  Required
- Include
Action
Write
- Person ID
  Required
- Person Attachment ID
  Required
Action
Write
- Person ID
  Required
- Person Education ID
  Required
Action
Write
- Person ID
  Required
- Person Linkedin URL ID
  Required
Action
Write
- Person ID
  Required
- Phone Number ID
  Required
Action
Write
- Person ID
  Required
- Person Website ID
  Required
Action
Write
- Project ID
  Required
- Project User ID
  Required
Action
Write
- Limit
- Offset
Action
Write
- Limit
- Offset
- Sort
- Include
- LinkedIn URL
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
- Limit
- Offset
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
Action
Write
- Project ID
  Required
- Limit
- Offset
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
- Limit
- Offset
Action
Write
- Limit
- Offset
Action
Write
- Limit
- Offset
Action
Write
Get Note Categories
Get Note Categories from your Database
Action
Write
- Project ID
  Required
- Candidate ID
  Required
- Color Category
- Status Name
- Stoplight Status
- Person ID
- Status ID
Action
Write
- City
- Country
- Postal Code
- Location
- Preferred
- Region Name
- State
- Street
- Street 2
- Region ID
- Person ID
  Required
- Person Address ID
  Required
Action
Write
- Person ID
  Required
- Person Education ID
  Required
- Degree
- End Year
- Start Year
- School Name
- School ID
Action
Write
- Person ID
  Required
- Person Linkedin URL ID
  Required
- Linkedin URL
- Preferred
Action
Write
- Person ID
  Required
- Phone Number ID
  Required
- Digits
- Extension
- Preferred
- Location Type
Action
Write
- Person ID
  Required
- Person Website ID
  Required
- Url
- Location Type
- Preferred
Action
Write
- Tag ID
  Required
- Name
- Description
Action
Write
- Person ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Project ID
  Required
- Project Client ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Tag ID
  Required
Action
Search
- copy2
- Trigger on
  Required
- Private
  Required
- Label
  Required
- copy
- Trigger automatically when AI Notes are generated?
  Required
Trigger
Instant
Try It
- Conversation ID
  Required
- Property name
  Required
- Property type
  Required
- Copy
Action
Write
- Conversation ID
  Required
- Property name
  Required
Action
Search

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Connect Clockwork Recruiting and Metaview to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clockwork Recruiting to Metaview integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Clockwork Recruiting

Clockwork is an Executive Recruiting management tool where Firms collaborate with Clients and Candidates in the process of Retained Search.

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Related categories

HR Talent & Recruitment

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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