Getting started with Zapier and Metaview
1. Create a Zapier account If you don’t have an account already, sign up at https://zapier.com. Creating an account is free and you can get started immediately. 2. Navigate to the Zapier integration settings in the Metaview app You can navigate to the Zapier settings directly with this link, or navigate through the Integrations page.What is Zapier?
Zapier is an automation tool that allows you to connect Metaview with thousands of other apps without writing any code. By creating automated workflows called “Zaps”, Zapier helps you streamline tasks and processes across different apps. For instance, you can automate data transfer between Metaview and your Applicant Tracking System (ATS) or set up actions that occur automatically after interviews. A Zap consists of a Trigger (an event in one app, such as Metaview) and an Action (what happens in another app, such as your ATS). Once you set up a Zap, Zapier works in the background to handle these tasks for you, saving you time and reducing manual effort.How long does it take to set up an automation with Zapier?
Setting up Zapier is quick and easy. Once you have your accounts created, setting up your first Zap typically takes just a few minutes, depending on the complexity of the workflow you’re automating. For a simple Zap, such as creating a note in your ATS whenever a new conversation is recorded in Metaview, the setup process can be completed in less than 10 minutes.What workflows can I set up with Zapier?
With Zapier, you can automate a variety of workflows between Metaview and other apps. Some popular examples include:- Create notes in your ATS when a new interview is recorded in Metaview.
- Send a Slack message to your hiring team when an interview is completed.
- Automatically update candidate information in your CRM after each Metaview interview.
- Trigger follow-up actions, such as scheduling feedback meetings, based on Metaview interview insights.
What apps can Metaview be connected to through Zapier?
Zapier supports thousands of apps, allowing you to connect Metaview to a wide range of tools, including:- Applicant Tracking Systems (ATS): Ashby, Greenhouse, Lever, Workable, and more.
- Communication Tools: Slack, Gmail, Microsoft Teams.
- Project Management Tools: Asana, Trello, Monday.com.
- CRMs and Databases: Salesforce, HubSpot, Airtable.