JobAdder

This guide will help you set up Zapier to automatically add Metaview conversation summaries as candidate notes in JobAdder. This integration ensures all interview notes are conveniently stored with the candidate’s profile in JobAdder.

Step 1: Set Up the Trigger in Zapier

1. Create a New Zap and add a Trigger.

   • Select Metaview as the app.

   • Choose New Conversation as the trigger event.

2. Configure the Trigger Settings:

   • Meetings Type: Choose either:

     • My Meetings for individual use.

     • Team Meetings to make this Zap accessible across your organization. Set Private to false for Team Meetings, or true for My Meetings.

   • Label: Use a label like Push to JobAdder.

   • Trigger Automatically: Set this to false to allow you to edit the notes before they’re pushed to JobAdder.

Step 2: Add a JobAdder Action to Find the Candidate

1. Add an Action in Zapier and select JobAdder as the app.

2. Choose Find Candidate as the action event.

3. Connect your JobAdder Account when prompted.

4. Configure the Candidate Search Settings:

   • Enter the Candidate’s Email or Full Name from Metaview to locate the correct profile in JobAdder.

Step 3: Add a JobAdder Action to Add a Candidate Note

1. Add Another Action in Zapier and select JobAdder again as the app.

2. Choose Add Candidate Note as the action event.

3. Configure the Note Settings:

   • Candidate ID: Use the Candidate ID from the Find Candidate step.

   • Note Type: Choose or create a note type like Metaview Notes in your JobAdder account.

   • Note Text: Customize the content using fields from Metaview, such as Summary, Candidate Email, and Meeting Title.

Step 4: Test and Publish

1. Run tests to ensure the integration works as expected.

2. Once confirmed, click Publish to activate the Zap.

With this setup, every completed Metaview conversation will automatically be added as a note to the candidate’s profile in JobAdder, centralizing your notes.

If you need assistance, contact our support team at support@metaview.ai.