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POST
Log a past meeting

Authorizations

Authorization
string
header
required

A firm API key, shown once when it is made, or a connected app’s OAuth access token. Each operation lists the scope it needs, such as clients:write.

Path Parameters

client
string
required

The client id, from list_clients.

Required string length: 1 - 60

Body

application/json
title
string
required
Maximum string length: 400
starts_at
string
required

When it started. Not in the future.

minutes
number
required

How long it was: 5 to 480 minutes.

where
enum<string>
required
Available options:
video,
in_person,
phone
member_ids
string[] | null

Members who were there, from list_members.

Maximum array length: 50
person_ids
string[] | null

The client’s people who were there, from get_client.

Maximum array length: 50
note
string · null · null

What was said and agreed, up to 20,000 characters.

Maximum string length: 40000

Response

Created.

object
enum<string>
required
Available options:
meeting
id
string
required
number
number
required

The meeting’s number in the firm.

title
string
required
starts_at
string
required

An ISO 8601 time in UTC.

ends_at
string
required

An ISO 8601 time in UTC.

status
enum<string>
required

cancelled when the calendar cancelled it. Upcoming or past is read from the times.

Available options:
scheduled,
cancelled
filing
enum<string>
required

filed to a client; unfiled, waiting for a client; or dismissed as not a client meeting. Unfiled and dismissed meetings are private to the members whose calendar has them, and are removed 30 days after they end.

Available options:
unfiled,
filed,
dismissed
filed_by
enum<string> | null
required

How it was filed: a guest’s email matched a client, a member chose the client, or a member logged it on the client.

Available options:
email,
member,
logged
source
enum<string>
required
Available options:
calendar,
logged
video
enum<string>
required

How it was held: the video service, phone or in person.

Available options:
meet,
teams,
zoom,
video,
phone,
in_person,
none

The meeting in Google Calendar or Outlook.

moved_from
object | null
required

The times before the calendar moved it, until a member clears the note.

client
object | null
required
calendar
object | null
required

The calendar it came from. Null for a logged meeting.

on_my_calendar
boolean
required

On the calendar of the member this call acts as.

attendees
object[]
required
note_status
enum<string>
required

Where the File note stands: none, drafting, failed (the draft did not finish), draft (waiting to be checked) or confirmed.

Available options:
none,
drafting,
failed,
draft,
confirmed
open_actions
number
required
suggested_clients
object[]
required

For a meeting that needs a client: clients whose people are guests.

agenda
object[]
required
carried_actions
object[]
required

Open actions from the client’s earlier meetings, not yet on this agenda. Add one with set_meeting_agenda and from_action_id.

filed_by_name
string | null
required

The member who filed or logged it, when a member did.