Meetings

The Meetings API allows you to manage meeting schedules and attendees within the Meridian CRM system.

Authentication

All requests must include a Bearer token in the HTTP header:

Authorization: Bearer ACCESS_TOKEN

Endpoints

List Meetings

Description: Retrieve a list of meetings from the user's organization.

Endpoint: GET api/public/v1/meetings/

Optional Query Parameters:

search (string): Filter by meeting title or description
ordering (string): Order results by specific fields (e.g., start_time, created for descending)
start_time__gte (datetime): Filter meetings starting after this time
start_time__lte (datetime): Filter meetings starting before this time
company (UUID): Filter by associated company
deal (UUID): Filter by associated deal

Response Example:

[
  {
    "id": "7e8f9a0b-1c2d-3e4f-5a6b-7c8d9e0f1a2b",
    "title": "Deal Discussion",
    "description": "Initial discussion about the enterprise software license",
    "start_time": "2025-05-15T10:00:00Z",
    "end_time": "2025-05-15T11:00:00Z",
    "created": "2025-04-24T08:44:27.574699Z",
    "modified": "2025-04-24T08:44:27.574709Z",
    "location": "Zoom Meeting",
    "meeting_url": "<https://zoom.us/j/123456789>",
    "status": "confirmed",
    "attendees": [
      {
        "id": "5a6b7c8d-9e0f-1a2b-3c4d-5e6f7a8b9c0d",
        "user": {
          "id": "1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d",
          "first_name": "John",
          "last_name": "Doe",
          "email": "john.doe@example.com"
        },
        "person": null,
        "status": "accepted"
      },
      {
        "id": "7c8d9e0f-1a2b-3c4d-5e6f-7a8b9c0d1e2f",
        "user": null,
        "person": {
          "id": "3c4d5e6f-7a8b-9c0d-1e2f-3a4b5c6d7e8f",
          "first_name": "Jane",
          "last_name": "Smith",
          "email": "jane.smith@acme-corp.com"
        },
        "status": "pending"
      }
    ],
    "company": {
      "id": "bfcd725e-88da-41cd-8d9c-6aed5dda1a4a",
      "title": "Acme Corp"
    },
    "deal": {
      "id": "7a8b9c0d-1e2f-3a4b-5c6d-7e8f9a0b1c2d",
      "title": "Enterprise Software License"
    }
  }
]

Get Meeting Details

Description: Retrieve details for a specific meeting.

Endpoint: GET api/public/v1/meetings/{id}/

Response Example:

{
  "id": "7e8f9a0b-1c2d-3e4f-5a6b-7c8d9e0f1a2b",
  "title": "Deal Discussion",
  "description": "Initial discussion about the enterprise software license",
  "start_time": "2025-05-15T10:00:00Z",
  "end_time": "2025-05-15T11:00:00Z",
  "created": "2025-04-24T08:44:27.574699Z",
  "modified": "2025-04-24T08:44:27.574709Z",
  "location": "Zoom Meeting",
  "meeting_url": "<https://zoom.us/j/123456789>",
  "status": "confirmed",
  "calendar_event_id": "external-calendar-event-id",
  "organization": "9a8b7c6d-5e4f-3a2b-1c0d-9e8f7a6b5c4d",
  "attendees": [
    {
      "id": "5a6b7c8d-9e0f-1a2b-3c4d-5e6f7a8b9c0d",
      "user": {
        "id": "1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d",
        "first_name": "John",
        "last_name": "Doe",
        "email": "john.doe@example.com"
      },
      "person": null,
      "status": "accepted"
    },
    {
      "id": "7c8d9e0f-1a2b-3c4d-5e6f-7a8b9c0d1e2f",
      "user": null,
      "person": {
        "id": "3c4d5e6f-7a8b-9c0d-1e2f-3a4b5c6d7e8f",
        "first_name": "Jane",
        "last_name": "Smith",
        "email": "jane.smith@acme-corp.com"
      },
      "status": "pending"
    }
  ],
  "company": {
    "id": "bfcd725e-88da-41cd-8d9c-6aed5dda1a4a",
    "title": "Acme Corp",
    "website": "<https://acme-corp.com/>"
  },
  "deal": {
    "id": "7a8b9c0d-1e2f-3a4b-5c6d-7e8f9a0b1c2d",
    "title": "Enterprise Software License"
  },
  "notes": [
    {
      "id": "9c0d1e2f-3a4b-5c6d-7e8f-9a0b1c2d3e4f",
      "title": "Meeting Notes",
      "created": "2025-05-15T11:15:00Z"
    }
  ],
  "attachments": [
    {
      "id": "3a4b5c6d-7e8f-9a0b-1c2d-3e4f5a6b7c8d",
      "name": "presentation.pdf",
      "created": "2025-05-14T16:30:00Z"
    }
  ]
}

Create Meeting

Description: Create a new meeting.

Endpoint: POST api/public/v1/meetings/

Request Example:

{
  "title": "Product Demo",
  "description": "Demonstration of new product features",
  "start_time": "2025-06-01T14:00:00Z",
  "end_time": "2025-06-01T15:00:00Z",
  "location": "Microsoft Teams",
  "meeting_url": "<https://teams.microsoft.com/l/meetup-join/>...",
  "company": "bfcd725e-88da-41cd-8d9c-6aed5dda1a4a",
  "deal": "7a8b9c0d-1e2f-3a4b-5c6d-7e8f9a0b1c2d",
  "attendees": [
    {
      "user": "1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d"
    },
    {
      "person": "3c4d5e6f-7a8b-9c0d-1e2f-3a4b5c6d7e8f"
    }
  ]
}

Response: Returns the created meeting object with HTTP 201 status code.

Update Meeting

Description: Update an existing meeting.

Endpoint: PUT api/public/v1/meetings/{id}/

Request Example:

{
  "title": "Updated Product Demo",
  "description": "Updated demonstration of new product features",
  "start_time": "2025-06-01T15:00:00Z",
  "end_time": "2025-06-01T16:00:00Z"
}

Response: Returns the updated meeting object.

Delete Meeting

Description: Delete a meeting.

Endpoint: DELETE api/public/v1/meetings/{id}/

Response: Returns HTTP 204 No Content on success.

Manage Attendees

Description: Add, update, or remove attendees for a meeting.

Endpoint: POST api/public/v1/meetings/attendees/

Request Example:

{
  "meeting": "7e8f9a0b-1c2d-3e4f-5a6b-7c8d9e0f1a2b",
  "user": "1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d",
  "status": "accepted"
}

Response: Returns the created attendee object with HTTP 201 status code.

Endpoint: PUT api/public/v1/meetings/attendees/{id}/

Request Example:

{
  "status": "declined"
}

Response: Returns the updated attendee object.

Delete Endpoint: DELETE api/public/v1/meetings/attendees/{id}/

Response: Returns HTTP 204 No Content on success.

Manage Attachments

Description: Add or remove attachments for a meeting.

Endpoint: POST api/public/v1/attachments/

Request Example:

{
  "meeting": "7e8f9a0b-1c2d-3e4f-5a6b-7c8d9e0f1a2b",
  "name": "presentation.pdf",
  "file": "base64-encoded-file-content"
}

Response: Returns the created attachment object with HTTP 201 status code.

Delete Endpoint: DELETE api/public/v1/attachments/{id}/

Response: Returns HTTP 204 No Content on success.

Metadata Endpoints

Meeting Metadata

Description: Retrieve metadata about meeting fields, including field names, types, and whether they are required, createable, or updateable.

Endpoint: GET api/public/v1/meetings/metadata/fields/

Request Example:

{
  "fields": [
    {
      "name": "title",
      "label": "Meeting Title",
      "type": "string",
      "required": true,
      "createable": true,
      "updateable": true
    },
    {
      "name": "description",
      "label": "Description",
      "type": "text",
      "required": false,
      "createable": true,
      "updateable": true
    },
    {
      "name": "start_time",
      "label": "Start Time",
      "type": "datetime",
      "required": true,
      "createable": true,
      "updateable": true
    },
    {
      "name": "end_time",
      "label": "End Time",
      "type": "datetime",
      "required": true,
      "createable": true,
      "updateable": true
    },
    {
      "name": "location",
      "label": "Location",
      "type": "string",
      "required": false,
      "createable": true,
      "updateable": true
    },
    {
      "name": "meeting_url",
      "label": "Meeting URL",
      "type": "url",
      "required": false,
      "createable": true,
      "updateable": true
    },
    {
      "name": "status",
      "label": "Status",
      "type": "picklist",
      "required": false,
      "createable": true,
      "updateable": true,
      "options": [
        {"value": "confirmed", "label": "Confirmed"},
        {"value": "cancelled", "label": "Cancelled"},
        {"value": "rescheduled", "label": "Rescheduled"}
      ]
    },
    {
      "name": "company",
      "label": "Company",
      "type": "reference",
      "reference_to": "company",
      "required": false,
      "createable": true,
      "updateable": true
    },
    {
      "name": "deal",
      "label": "Deal",
      "type": "reference",
      "reference_to": "deal",
      "required": false,
      "createable": true,
      "updateable": true
    },
    {
      "name": "attendees",
      "label": "Attendees",
      "type": "array",
      "items_type": "object",
      "required": false,
      "createable": true,
      "updateable": true
    }
  ]
}

Attendee Metadata

Description: Retrieve metadata about meeting attendee fields.

Endpoint: GET api/public/v1/meetings/attendees/metadata/fields/

Request Example:

{
  "fields": [
    {
      "name": "meeting",
      "label": "Meeting",
      "type": "reference",
      "reference_to": "meeting",
      "required": true,
      "createable": true,
      "updateable": false
    },
    {
      "name": "user",
      "label": "User",
      "type": "reference",
      "reference_to": "user",
      "required": false,
      "createable": true,
      "updateable": true
    },
    {
      "name": "person",
      "label": "Person",
      "type": "reference",
      "reference_to": "person",
      "required": false,
      "createable": true,
      "updateable": true
    },
    {
      "name": "status",
      "label": "Status",
      "type": "picklist",
      "required": false,
      "createable": true,
      "updateable": true,
      "options": [
        {"value": "accepted", "label": "Accepted"},
        {"value": "declined", "label": "Declined"},
        {"value": "pending", "label": "Pending"}
      ]
    }
  ]
}

Attachment Metadata

Description: Retrieve metadata about meeting attachment fields.

Endpoint: GET api/public/v1/attachments/metadata/fields/

Request Example:

{
  "fields": [
    {
      "name": "meeting",
      "label": "Meeting",
      "type": "reference",
      "reference_to": "meeting",
      "required": true,
      "createable": true,
      "updateable": false
    },
    {
      "name": "name",
      "label": "File Name",
      "type": "string",
      "required": true,
      "createable": true,
      "updateable": true
    },
    {
      "name": "file",
      "label": "File",
      "type": "file",
      "required": true,
      "createable": true,
      "updateable": false
    }
  ]
}

Error Responses

400 Bad Request: Invalid request parameters
401 Unauthorized: Missing or invalid authentication
403 Forbidden: Insufficient permissions
404 Not Found: Resource not found
500 Internal Server Error: Server-side error

Data Models

Meeting

Field

Type

Description

UUID

Unique identifier

title

String

Meeting title

description

String

Meeting description

start_time

DateTime

Meeting start time

end_time

DateTime

Meeting end time

location

String

Meeting location or platform

meeting_url

String

URL for virtual meetings

status

String

Meeting status (confirmed/cancelled/rescheduled)

calendar_event_id

String

External calendar event ID

organization

UUID

Reference to organization

company

UUID

Reference to associated company (optional)

deal

UUID

Reference to associated deal (optional)

created

DateTime

Creation timestamp

modified

DateTime

Last modification timestamp

Attendee

Field

Type

Description

UUID

Unique identifier

meeting

UUID

Reference to meeting

user

UUID

Reference to user (optional)

person

UUID

Reference to person (optional)

status

String

Attendance status (accepted/declined/pending)

created

DateTime

Creation timestamp

modified

DateTime

Last modification timestamp

Attachment

Field

Type

Description

UUID

Unique identifier

meeting

UUID

Reference to meeting

name

String

File name

file

File

Attachment file

content_type

String

MIME type of the file

size

Integer

File size in bytes

created

DateTime

Creation timestamp

modified

DateTime

Last modification timestamp

Emails

Notes

Meetings

Authentication

Endpoints

List Meetings

Get Meeting Details

Create Meeting

Update Meeting

Delete Meeting

Manage Attendees

Manage Attachments

Metadata Endpoints

Meeting Metadata

Attendee Metadata

Attachment Metadata

Error Responses

Data Models

Meeting

Attendee

Attachment

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