Create, list, and manage meetings
List Meetings
Returns meetings ordered by meetingDate (latest first) using the standard list envelope. prospectId, ownerId, meetingType, and the meeting date window are optional filters. When a page is full, pagination.nextPageToken is set; pass it as pageToken to get the next page.
query Parameters
prospectIdstringOptional. Only meetings for this prospect.
Example: c1a7e9d34b8f4c2aa6d15e0f7b3c9d42ownerIdstringOptional. Only meetings owned by this user (matches
ownerId, notsecondaryOwnerId).Example: b2e7a1d94c3f4a8eb6d05c1f9a7e2d45meetingTypestringOptional. Exact match on
meetingType.Example: Virtual MeetingmeetingAfterOptional inclusive lower bound for
meetingDateas Unix epoch milliseconds/seconds or a date string.meetingBeforeOptional inclusive upper bound for
meetingDateas Unix epoch milliseconds/seconds or a date string.limitinteger · min: 1 · max: 200Page size.
Example: 25Default: 50pageTokenstringOpaque pagination token returned from a prior
GET /meetingsresponse.Example: eyJpZCI6ImY0ZDhhMmMxN2I5ZTRmM2FhNmMwMWQ1ZTdiMmY5YzQ0In0=fieldsstringOptional comma-separated list of top-level field names to include in each list item. Use this to reduce response payload size for large list requests.
idis always included when present. Nested paths are not supported, and the accepted names depend on the endpoint. Unknown field names or invalid syntax (for example nested selectors) return HTTP 400 withinvalidFieldsand/orinvalidSyntaxin the error body.Example: id,prospectId,hireDate
Responses
OK
successboolean · requireditemsobject[] · requiredpaginationobject · requiredPagination metadata. Fields are included only when that resource supports them; some list endpoints return an empty object.
Example: {"nextPageToken":"opaque-page-token-example","hasMore":true,"totalCount":125}
Create Meeting
Schedules a meeting with a prospect and returns it in item. The owner is reminded to review the meeting after it takes place. When userId is set, the
prospect owner is notified that a meeting was added.
ownerId, secondaryOwnerId, and assistantId must be users in the account (users removed from the account are
refused) and must all be different (400 otherwise). A prospectId that is not in the account returns 404 and nothing
is created.
Headers
X-Idempotency-KeystringOptional. Client-generated key that makes retries of this request safe. The first response for the key is stored for 24 hours and replayed for retries with the same method, path, query, and body. Reuse a key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Request Body
prospectIdstring · requiredProspect the meeting is with.
meetingDaterequiredMeeting start as Unix epoch milliseconds/seconds or a date string.
timeZonestring · maxLength: 64 · requiredIANA time zone name for the meeting (for example
America/New_York).meetingTypestring · maxLength: 64 · requiredMeeting type label. The app uses
In-Person Meeting,Phone Meeting,Virtual Meeting, andOther.ownerIdstring · requiredUser who owns the meeting.
userIdstringOptional user creating the meeting. Stored as
createdBy; null when omitted and the meeting is credited to the API key (createdByApiKeyName). Does not set the owner; useownerId.secondaryOwnerIdstring | nullOptional second owner.
assistantIdstring | nullOptional assistant.
durationMinutesinteger · enumMeeting length in minutes. Any other value is stored as 60.
Enum values:15304560120Default: 60locationstring | null · maxLength: 500Optional location text. Longer values are truncated.
notesstring | null · maxLength: 5000Optional meeting notes. Longer values are truncated.
Responses
Created
successboolean · requireditemobject · requiredExample: {"id":"f4d8a2c17b9e4f3aa6c01d5e7b2f9c44","prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","meetingDate":1717170000000,"timeZone":"America/New_York","meetingType":"Virtual Meeting","ownerId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","secondaryOwnerId":null,"assistantId":null,"durationMinutes":60,"location":"Zoom","notes":"Review benefits package and next interview steps.","createdBy":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":true,"createdByApiKeyId":"8f4c2a19d7e34b6f9a1c5e2d7b3f8c4a","createdByApiKeyName":"Zapier production key","createdAt":1717014400000,"updatedAt":1717014400000,"review":null}
Get Meeting by ID
Returns one meeting in item.
path Parameters
meetingIdstring · requiredExample: f4d8a2c17b9e4f3aa6c01d5e7b2f9c44
Responses
OK
successboolean · requireditemobject · requiredExample: {"id":"f4d8a2c17b9e4f3aa6c01d5e7b2f9c44","prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","meetingDate":1717170000000,"timeZone":"America/New_York","meetingType":"Virtual Meeting","ownerId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","secondaryOwnerId":null,"assistantId":null,"durationMinutes":60,"location":"Zoom","notes":"Review benefits package and next interview steps.","createdBy":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":true,"createdByApiKeyId":"8f4c2a19d7e34b6f9a1c5e2d7b3f8c4a","createdByApiKeyName":"Zapier production key","createdAt":1717014400000,"updatedAt":1717014400000,"review":null}
Update Meeting
Updates a meeting and returns the whole meeting in item. Send at least one of meetingDate, timeZone,
meetingType, ownerId, secondaryOwnerId, assistantId, durationMinutes, location, notes, or
review (400 "No valid fields to update" otherwise); fields you leave out are not changed. When userId is
set, the prospect owner is notified that the meeting was updated.
ownerId,secondaryOwnerId, andassistantIdmust be users in the account (users removed from the account are refused) and must all be different. Sendnullto clearsecondaryOwnerIdorassistantId.- Rescheduling an unreviewed meeting moves its review reminder to the new time.
reviewrecords the outcome, as the app's review form does:statusisCompletedorIncomplete(required on the first review);nextStepsisHire,Pipeline, orDo Not Pursuefor a completed meeting andRescheduleorDo Not Pursuefor an incomplete one;ratingis 0-5;feedbackis free text. On an existing review, fields you leave out keep their value, and a next step the new status does not offer is cleared.reviewedByis theuserIdyou send (ornull) andreviewedAtis now. Sendreview: nullto remove the review.
path Parameters
meetingIdstring · requiredExample: f4d8a2c17b9e4f3aa6c01d5e7b2f9c44
Headers
X-Idempotency-KeystringOptional. Client-generated key that makes retries of this request safe. The first response for the key is stored for 24 hours and replayed for retries with the same method, path, query, and body. Reuse a key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Request Body
userIdstringOptional user making the change. Must be a user in the account (400 otherwise). Stored as
updatedBy.meetingDateNew meeting start as Unix epoch milliseconds/seconds or a date string.
timeZonestring · maxLength: 64New IANA time zone name.
meetingTypestring · maxLength: 64New meeting type label.
ownerIdstringNew owner. Must be a user in the account.
secondaryOwnerIdstring | nullSecond owner, a user in the account, or null to clear.
assistantIdstring | nullAssistant, a user in the account, or null to clear.
durationMinutesinteger · enumMeeting length in minutes.
Enum values:15304560120reviewobject | nullMeeting outcome. See the description above.
locationstring | null · maxLength: 500New location text, or null to clear.
notesstring | null · maxLength: 5000New meeting notes, or null to clear.
Responses
Updated
successboolean · requireditemobject · requiredExample: {"id":"f4d8a2c17b9e4f3aa6c01d5e7b2f9c44","prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","meetingDate":1717170000000,"timeZone":"America/New_York","meetingType":"Virtual Meeting","ownerId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","secondaryOwnerId":null,"assistantId":null,"durationMinutes":60,"location":"Zoom","notes":"Review benefits package and next interview steps.","createdBy":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":true,"createdByApiKeyId":"8f4c2a19d7e34b6f9a1c5e2d7b3f8c4a","createdByApiKeyName":"Zapier production key","createdAt":1717014400000,"updatedAt":1717014400000,"review":null}
Delete Meeting
Deletes a meeting. Deleting a meeting that does not exist also returns 200. When userId is sent (query or body),
the prospect owner is notified that the meeting was deleted.
path Parameters
meetingIdstring · requiredExample: f4d8a2c17b9e4f3aa6c01d5e7b2f9c44
query Parameters
userIdstringOptional user deleting the meeting.
Example: b2e7a1d94c3f4a8eb6d05c1f9a7e2d45
Headers
X-Idempotency-KeystringOptional. Client-generated key that makes retries of this request safe. The first response for the key is stored for 24 hours and replayed for retries with the same method, path, query, and body. Reuse a key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Responses
OK
successboolean · requiredmessagestring · required

