v1

latestOpenAPI 3.0.12026-07-268028223.9 KB

Meetings

Update a meeting

Update an existing meeting. Only the provided fields are changed.

patch/v1/meetings/{id}

idstring required

The meeting ID

Idempotency-Keystring

Unique key to ensure idempotent request handling. If a request with the same key was already processed, the original response will be returned.

titlestring

Meeting title

notepadstring

Meeting notes (markdown). Pass null or an empty string to clear.

meeting_typestring

Meeting type. Must be an active meeting type key for the company (defaults: other, prospect, client_review, client_check_in, internal, coi).

household_idsstring[]

Household IDs to link to this meeting. Replaces the full set of linked households; pass an empty array to unlink all.

{
  "title": "Updated meeting title",
  "notepad": "## Agenda\\n\\n- Review portfolio",
  "meeting_type": "client_review"
}

meeting updated

idstring required

titlestring required

start_timestring date-time nullable

end_timestring date-time nullable

duration_secondsinteger

meeting_linkstring nullable

meeting_source'instant' | 'calendar_event' | 'imported' | 'logged' nullable

meeting_typestring

book_idstring required

has_transcriptboolean required

has_recordingsboolean required

quick_summarystring nullable

ai_summarystring nullable

notepadstring nullable

created_atstring date-time required

updated_atstring date-time required