Platform

Reference

Every event type, workflow trigger, condition field, operator, action, sequence step, merge tag, stage and period — the values the API accepts.

The same lists are served by GET /catalog (no API key needed), so an integration can build its pickers from them.

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Claude Code or CodexAdd this line to CLAUDE.md or AGENTS.md.Meetzy API reference (read before calling the API): https://www.meetzy.ai/llms-full.txt

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GET/catalogCatalog of types and values

API scopes

Scope	Allows
`read`	Read CRM data
`write`	Create & update records
`delete`	Delete records
`webhooks`	Manage webhooks
`mcp`	Use as MCP token (Codex, Cursor, …)

Event types

Event	When	Group
`contact.created`	Contact created	Contacts
`contact.stage_changed`	Contact pipeline stage changed	Contacts
`contact.status_changed`	Contact status changed	Contacts
`contact.lifecycle_changed`	Lifecycle stage changed	Contacts
`contact.score_changed`	Lead score changed	Contacts
`contact.owner_changed`	Contact owner changed	Contacts
`contact.replied`	Contact replied (email, LinkedIn, WhatsApp)	Contacts
`contact.email_sent`	You emailed the contact (any mailbox: Outlook, Gmail…)	Contacts
`contact.email_received`	The contact emailed you (any mailbox)	Contacts
`contact.message_received`	WhatsApp / LinkedIn message received	Contacts
`contact.message_sent`	You sent a WhatsApp / LinkedIn message (any device)	Contacts
`contact.email_opened`	Email opened	Contacts
`contact.email_clicked`	Email link clicked	Contacts
`contact.website_visit`	Visited the website	Contacts
`contact.meeting_booked`	Meeting booked	Contacts
`contact.linkedin_connected`	LinkedIn invitation accepted	Contacts
`contact.tags_changed`	Labels / tags changed	Contacts
`contact.note_added`	Note added	Contacts
`contact.property_changed`	Contact property changed	Contacts
`contact.deleted`	Contact deleted	Contacts
`deal.created`	Deal created	Deals
`deal.stage_changed`	Deal stage changed	Deals
`deal.won`	Deal won	Deals
`deal.lost`	Deal lost	Deals
`deal.reopened`	Deal reopened	Deals
`deal.amount_changed`	Deal amount changed	Deals
`deal.owner_changed`	Deal owner changed	Deals
`deal.rotting`	Deal stuck in stage too long	Deals
`deal.overdue`	Deal past its close date	Deals
`deal.property_changed`	Deal property changed	Deals
`company.created`	Company created	Companies
`company.lifecycle_changed`	Company lifecycle changed	Companies
`task.created`	Task created	Tasks
`task.completed`	Task completed	Tasks
`task.overdue`	Task overdue	Tasks
`quote.sent`	Quote sent	Quotes
`quote.viewed`	Quote viewed	Quotes
`quote.accepted`	Quote accepted	Quotes
`quote.declined`	Quote declined	Quotes
`sequence.enrolled`	Enrolled in sequence	Sequences
`sequence.completed`	Sequence completed	Sequences
`sequence.exited`	Exited sequence	Sequences
`email.sent`	Email sent (campaign or workflow)	Email
`email.opened`	Email opened	Email
`email.clicked`	Link clicked in an email	Email
`email.failed`	Email could not be sent	Email
`contact.unsubscribed`	Contact unsubscribed	Email
`webhook.received`	Inbound webhook (n8n, Zapier, forms…)	External
`form.submitted`	Form submitted	External
`workflow.enrolled`	Enrolled manually (CRM, another workflow, API, Claude)	External

Optional settings of a workflow trigger, in trigger.config. Every event type can be a trigger; a schedule trigger is { "type": "schedule", "config": { "frequency": "daily" | "weekdays" | "weekly", "time": "09:00", "weekday": 1, "timezone": "Europe/Paris" } }.

Trigger	Config
`email.sent`	campaign_id — Campaign
`email.opened`	campaign_id — Campaign
`email.clicked`	campaign_id — Campaign
`contact.stage_changed`	to — New stage is
`contact.score_changed`	above — Score crosses above
`contact.lifecycle_changed`	to — New lifecycle is
`contact.website_visit`	min_visits — Min. total visits
`contact.property_changed`	property — Property
`deal.property_changed`	property — Property
`deal.stage_changed`	pipeline_id — Pipeline · to — New stage is
`deal.amount_changed`	above — Amount above
`deal.rotting`	days — Days in stage (overrides stage rot)

Fields watched by contact.property_changed: pipeline_stage, lead_status, lifecycle_stage, lead_score, assigned_to, title, company, company_id, phone, primary_email, country, city, tags, do_not_contact, custom_properties. By deal.property_changed: stage_id, status, amount, close_date, owner_email, priority, next_step, probability, company_id, custom.

Condition fields

Contact

Field	Label	Type
`lead_score`	Lead score	number
`sales_cycle_id`	Sales cycle	sales_cycle
`pipeline_stage`	Stage (in their sales cycle)	contact_stage
`lifecycle_stage`	Lifecycle stage	lifecycle
`lead_status`	Status	text
`assigned_to`	Owner	owner
`primary_email`	Email	text
`company`	Company name	text
`title`	Job title	text
`seniority`	Seniority	text
`country`	Country	text
`organization_industry`	Industry	text
`organization_num_employees`	Company size	number
`primary_source`	Source	text
`total_email_replies`	Email replies	number
`total_emails_opened`	Emails opened	number
`total_website_visits`	Website visits	number
`linkedin_connection_status`	LinkedIn status	text
`tags`	Tags	array
`do_not_contact`	Do not contact	boolean
`days_since_last_contact`	Days since last contacted (computed)	number
`days_since_created`	Days since created (computed)	number
`open_deals_count`	Open deals (computed)	number
`open_deals_amount`	Open deals amount (computed)	number
`won_deals_count`	Won deals (computed)	number
`active_sequences`	Active sequences (computed)	number
`open_tasks`	Open tasks (computed)	number
`email_domain`	Email domain (computed)	text

Deal

Field	Label	Type
`amount`	Amount	number
`stage_id`	Stage	deal_stage
`pipeline_id`	Pipeline	pipeline
`status`	Status	text
`owner_email`	Owner	owner
`priority`	Priority	text
`deal_type`	Deal type	text
`source`	Source	text
`tags`	Tags	array

Company

Field	Label	Type
`name`	Name	text
`industry`	Industry	text
`employees`	Employees	number
`country`	Country	text
`lifecycle_stage`	Lifecycle	lifecycle
`tier`	Tier	text

Task

Field	Label	Type
`type`	Type	text
`priority`	Priority	text
`owner_email`	Owner	owner

Related records and workflow state

Field	Label	Type
`company.name`	Company: name	text
`company.industry`	Company: industry	text
`company.employees`	Company: employees	number
`company.tier`	Company: ABM tier	text
`company.lifecycle_stage`	Company: lifecycle	lifecycle
`company.country`	Company: country	text
`deal.amount`	Deal: amount	number
`deal.stage_id`	Deal: stage	deal_stage
`deal.status`	Deal: status	text
`deal.days_in_stage`	Deal: days in stage	number
`deal.days_to_close`	Deal: days to close date	number
`wait.result`	Workflow: last wait result (received / timeout)	text
`split.variant`	Workflow: A/B variant (a / b)	text
`event.from`	Trigger: previous value	text
`event.to`	Trigger: new value	text
`event.subject`	Email: subject	text
`event.snippet`	Email / message: text (beginning)	text
`event.channel`	Message: channel (whatsapp, linkedin, email)	text
`event.nth`	Email: how many emails you sent them (this one included)	number
`event.in_copy`	Email: they were only in copy (true / false)	text
`event.mailbox`	Email: mailbox it went through	text

Condition operators

Operator	Means
`eq`	is
`neq`	is not
`contains`	contains
`not_contains`	does not contain
`gt`	greater than
`gte`	at least
`lt`	less than
`lte`	at most
`is_set`	is known
`is_not_set`	is unknown
`in`	is any of (comma separated)

Workflow actions

Each step is { "type": "<action>", "config": { … } }; if_else and ab_split carry branches.

Action	Does	Config
`delay`	Pause before the next step.	amount, unit (minutes, hours, days, business_days)
`wait_until`	Pause until the contact matches a condition (checked every run, with timeout).	field, op, value, timeout_days
`if_else`	Split the flow into a YES path and a NO path based on conditions.	branches: yes, no
`ab_split`	Randomly send records down path A or B (e.g. test two emails).	percent_a · branches: a, b
`wait_for_event`	Pause until something happens (reply, meeting, stage change…) or a timeout. Then branch on "wait.result".	event_type, timeout_days
`stop`	End the run here.	—
`move_cycle_stage`	The contact stays in their sales cycle and goes to this stage (matched by name, so one workflow works for every cycle that has it). Forward only by default: never moves someone back.	stage, forward_only (yes, no), cycle
`update_contact`	Set stage, status, lifecycle, score or any field.	field, value
`adjust_score`	Increase or decrease the lead score.	points
`assign_owner`	Assign to a teammate or rotate (round-robin).	mode (specific, round_robin, least_loaded), owner
`add_tag`	Tag the contact.	tag
`remove_tag`	Remove a tag.	tag
`add_note`	Write a note on the record (merge tags supported).	note
`associate_company`	Find or create the company from the contact email domain / company name.	—
`create_task`	Create a to-do, call, email or LinkedIn task.	title, type (todo, call, email, meeting, linkedin, follow_up), due_in_days, priority (low, medium, high), owner
`create_deal`	Open a deal for this contact.	name, pipeline_id, stage_id, amount
`update_deal`	Move stage / set property on the triggering deal (or the contact's open deal).	field (stage_id, status, amount, priority, owner_email, close_date, next_step), value
`enroll_sequence`	Start a nurturing sequence.	sequence_id
`unenroll_sequence`	Stop all (or one) active sequences.	sequence_id
`update_company`	Set a property on the associated company.	field (lifecycle_stage, company_type, tier, owner_email, industry, health_score), value
`enroll_workflow`	Hand the record over to another workflow (chain automations).	automation_id
`send_email`	Send an email from the connected mailbox — pick a template or write it, with variables, tracking and optional AI personalisation.	template_id, subject, body, track (yes, no), unsubscribe_link (no, yes), ai_instructions
`add_to_mailing`	Subscribe the contact to a recurring email campaign (e.g. a daily or weekly mailing).	campaign_id
`remove_from_mailing`	Stop sending a recurring campaign to this contact.	campaign_id
`send_linkedin_invite`	Blank connection request via the connected LinkedIn account.	—
`send_linkedin_message`	Only works if already connected.	message
`send_slack`	Message a Slack channel via an incoming webhook URL.	webhook_url, text
`send_teams`	Message a Teams channel via an incoming webhook URL.	webhook_url, text
`notify`	In-app (and desktop) notification to the owner or a teammate.	title, body, recipient
`http_request`	POST the record + event as JSON to any URL.	url, method (POST, PUT, PATCH, GET), headers, body
`log_activity`	Write a timeline entry.	type (note, call, meeting, email, system), subject, body

Sequence step types

Step	What it is	Runs
`email`	Automated email	Automatically
`manual_email`	Manual email (task)	Creates a task
`linkedin_invite`	LinkedIn invitation	Automatically
`linkedin_message`	LinkedIn message	Automatically
`call`	Call task	Creates a task
`task`	Generic task	Creates a task

Merge tags

Usable in emails, sequences, workflow texts and task titles. Fallbacks with {{contact.first_name | there}}, conditions with {{#if …}}…{{else}}…{{/if}}. In workflows, {{deal.*}} and {{event.*}} are available too ({{deal.name}}, {{deal.amount}}, {{deal.stage}}, {{event.type}}).

Tag	Gives	Group
`{{contact.first_name}}`	First name — e.g. Camille	Contact
`{{contact.last_name}}`	Last name — e.g. Laurent	Contact
`{{contact.name}}`	Full name — e.g. Camille Laurent	Contact
`{{contact.email}}`	Email — e.g. camille@payfit.com	Contact
`{{contact.title}}`	Job title — e.g. Head of Sales	Contact
`{{contact.company}}`	Company — e.g. Payfit	Contact
`{{contact.city}}`	City — e.g. Paris	Contact
`{{contact.country}}`	Country — e.g. France	Contact
`{{contact.lead_score}}`	Lead score — e.g. 72	Contact
`{{contact.lifecycle_stage}}`	Lifecycle stage — e.g. mql	Contact
`{{contact.custom.your_field}}`	Custom property — e.g. …	Contact
`{{company.name}}`	Company name — e.g. Payfit	Company
`{{company.industry}}`	Industry — e.g. Software	Company
`{{company.domain}}`	Website — e.g. payfit.com	Company
`{{owner.first_name}}`	Sender first name — e.g. Olivia	Sender
`{{owner.name}}`	Sender name — e.g. Olivia Owner	Sender
`{{owner.email}}`	Sender email — e.g. olivia@acme.com	Sender
`{{today}}`	Today — e.g. 05/10/2026	Dates
`{{weekday}}`	Weekday — e.g. lundi	Dates
`{{month}}`	Month — e.g. octobre	Dates
`{{contact.first_name \| there}}`	With fallback — e.g. Camille	Smart
`{{#if contact.company}}at {{contact.company}}{{else}}at your company{{/if}}`	If / else block — e.g. at Payfit	Smart
`{{ai.line}}`	AI personalised line — e.g. Congrats on the Series B last month!	Smart
`{{unsubscribe_url}}`	Unsubscribe link — e.g. https://…	Smart

Lifecycle stages

Id	Label
`subscriber`	Subscriber
`lead`	Lead
`mql`	Marketing Qualified
`sql`	Sales Qualified
`opportunity`	Opportunity
`customer`	Customer
`evangelist`	Evangelist
`churned`	Churned
`other`	Other

Default deal pipeline

Stage id	Name	Probability	Type	Stuck after
`qualification`	Qualification	10%	open	14 days
`discovery`	Discovery call	20%	open	14 days
`demo`	Demo / Meeting	40%	open	10 days
`proposal`	Proposal sent	60%	open	10 days
`negotiation`	Negotiation	80%	open	7 days
`won`	Closed won	100%	won	—
`lost`	Closed lost	0%	lost	—

Task types, activity types, call outcomes

Task type	Activity type	Call outcome
`todo`	`note`	`connected` Connected
`call`	`call`	`positive` Positive / interested
`email`	`meeting`	`negative` Not interested
`meeting`	`email`	`scheduled` Meeting scheduled
`linkedin`	`linkedin`	`no_answer` No answer
`follow_up`	`whatsapp`	`voicemail` Left voicemail
	`stage_change`	`busy` Busy
	`task`	`wrong_number` Wrong number
	`quote`
	`system`

Lost reasons

Price too high · Chose a competitor · No budget · No decision / stalled · Bad timing · Missing feature · Unresponsive · Not a fit · Other

Periods

Value	Means
`week`	This week
`month`	This month
`quarter`	This quarter
`year`	This year
`last_month`	Last month
`last_quarter`	Last quarter
`last_year`	Last year
`d30`	Last 30 days
`d90`	Last 90 days
`m12`	Last 12 months
`all`	All time

Data source objects

Object	What	Lands in
`products`	Catalog with prices, stock and every detail	Product catalog
`companies`	Customer and prospect accounts	Companies
`contacts`	People at those companies	Contacts
`deals`	Opportunities in progress	Deals pipeline
`quotes`	Quotations sent to customers	Company history
`orders`	Sales orders	Company history
`invoices`	Invoices and what is still unpaid	Company history
`credit_notes`	Refunds and returns	Company history
`price_rules`	Customer price scales (coefficient per brand), supplier currencies, incoming stock and tester items	Order forms

GET/catalog

Catalog of types and values

Event types, trigger types and their config fields, action types with their fields, condition fields and operators, lifecycle stages, task and activity types, call outcomes, lost reasons, pipeline templates, sequence step types, merge tags and API scopes. Public: no key required.

No API key

The tables below are this answer, rendered.

Request

curl "https://meetzy.me/api/v1/catalog"

const res = await fetch("https://meetzy.me/api/v1/catalog");
const data = await res.json();

import os, requests

res = requests.get("https://meetzy.me/api/v1/catalog")
data = res.json()

Response202

See the notes on the left.