Overview

This node operation fetches details of a specific meeting from the Close CRM system using the meeting's unique ID. It supports an option to include meeting transcripts in the response. This is useful for retrieving detailed information about a meeting, including optional transcripts, which can be used for follow-ups, record-keeping, or analysis.

Use Case Examples

1. Fetch a meeting by its ID to review its details.
2. Retrieve a meeting along with its transcripts for detailed review or documentation.

Properties

Output

JSON

• id - The unique identifier of the meeting.
• activity_at - The date and time when the meeting occurred.
• user_note_html - User notes in HTML format associated with the meeting.
• transcripts - Optional transcripts of the meeting if requested.
• outcome_id - Identifier for the outcome of the meeting.
• date_created - The date and time when the meeting record was created.
• user_id - Identifier of the user associated with the meeting.

Dependencies

• Close CRM API key credential

Troubleshooting

• Ensure the Meeting ID is provided; otherwise, the node will throw an error indicating the Meeting ID is required.
• If the API request fails, check the Close CRM API key credential and network connectivity.
• If 'Include Transcripts' is enabled but transcripts are not returned, verify that transcripts exist for the meeting in Close CRM.