Use Circleback to read and search meetings, notes, transcripts, and insights; manage action items and tags; and look up people and companies.
The Meeting Completed, Meeting Notes Ready, and General Webhook triggers receive the meeting outcomes selected in your Circleback automation. The notes trigger receives the payload Circleback sends; it does not establish that notes arrive before the complete meeting is processed. Configure the webhook in Circleback and use the setup instructions below.
Webhook output includes meeting identity, title, creation time, duration in seconds, meeting URL, tags, calendar event ID, attendees, Markdown notes, action items, transcript segments, insights, and the complete payload in meeting. Circleback's webhook reference documents id as a string; Sim forwards the received value. recordingUrl is present only when recording storage is enabled and is valid for 24 hours.
Use the block
Integrate Circleback into your workflow to read meetings, notes, transcripts, and insights, search across meetings, manage action items and tags, and browse the people and companies you meet with. Circleback can also trigger workflows when meetings are processed.
Actions
Circleback List Meetings
Lists meetings from Circleback with optional ownership, status, tag, and attendee filters.
Circleback Get Meeting
Gets a Circleback meeting by ID, including notes, attendees, action items, insights, and recording details.
Circleback Search Meetings
Searches Circleback meetings by name and content, with optional filters for specific meetings, tags, and people.
Circleback Get Transcript
Gets the full transcript for a Circleback meeting.
Circleback Update Meeting
Updates the name, notes, or private notes of a Circleback meeting. The API returns only the fields that were updated.
Circleback Delete Meeting
Deletes a Circleback meeting. Only the owner of the meeting can delete it. Returns the deleted meeting.
Circleback List Action Items
Lists action items across the authenticated user meetings, filtered by assignee, status, tags, and attendees. Defaults to incomplete action items assigned to the API key owner.
Circleback Update Action Item
Updates the title, description, status, or assignee of a Circleback action item. Returns the updated action item.
Circleback Delete Action Item
Deletes a Circleback action item. Returns the deleted action item.
Circleback List Calendar Events
Lists upcoming calendar events from the authenticated user connected calendars, with pagination and a configurable time window.
Circleback List Companies
Lists the companies whose people attend the authenticated user meetings, with optional tag filters.
Circleback Get Company
Gets a company by its domain from Circleback, including its people and external links.
Circleback List People
Lists the people who attend the authenticated user meetings, ordered by most recent meeting, with optional company and tag filters.
Circleback Get Person
Gets a person by their profile ID from Circleback, including their profile details and external links.
Circleback List Tags
Lists every tag available to the authenticated Circleback user.
Circleback Create Tag
Creates a new tag in Circleback. If a tag with the same name already exists, a conflict error is returned.
Circleback Update Tag
Updates the name or description of a Circleback tag.
Circleback Delete Tag
Permanently deletes a Circleback tag and removes it from every meeting it was applied to.
Circleback Add Tag to Meetings
Applies an existing Circleback tag to one or more meetings and returns the updated meetings.
Circleback Remove Tag from Meetings
Removes a Circleback tag from one or more meetings and returns the updated meetings.
Triggers
A trigger starts a workflow when a supported event occurs in this service.
Circleback Meeting Completed
Trigger workflow when a meeting is processed and ready in Circleback
Circleback Meeting Notes Ready
Trigger workflow when meeting notes and action items are ready
Circleback Webhook
Generic webhook trigger for all Circleback events