Creating HS meetings using our own software

IONeill8 — Sat, 21 Jan 2023 09:09:58 GMT

Context

Our business involves scheduling building inspections. We've built our own admin portal to manage this separate from HS.
During a pre-inspection phone call, we collect data from the customer (e.g., address to be assessed, access details, number of structures to be assessed, type of inspection, etc). and then schedule the inspection. This is done in our admin portal, which is separate from HS.
We have multiple inspectors and want to view inspector's availability, choose a duration based on location and information collected from customer, and create an inspection appointment.
We want the Meeting to be associated with the Contact/Company, our inspector, have custom body and subject details, a URL to the assessment record in our admin portal (on the HS record).

Options considered

We've considered the following options:

HS Meeting Scheduler

Doesn't provide our admin portal any callback information through an API and can't populate meeting fields (e.g., email addresses, location) in data already in our system (the Contact is already in HS prior to the call).

HS Meeting (Engagements) API

Our idea was to create our own scheduling tool in our admin portal where we could view an inspector's availability by viewing their Google Calendar in an iframe, then choosing the date+time+duration, and then creating the meeting using the HS Meeting API.
The Meeting API appears to provide all the functionality we're looking for (e.g., associate contacts already in HS, set custom subject and body, location, internal meeting notes to log the URL of the inspection record from our admin portal, etc).
HOWEVER, it appears to only be useful for getting meetings/logging outcomes, NOT actually scheduling them.

Ask

Has anyone found a good way to do this?
Should we integrate with Google Calendar to create meetings with the details we want + HS Meeting API to get+update with associations, internal notes, etc.?

Re: Creating HS meetings using our own software

Jaycee_Lewis — Mon, 23 Jan 2023 19:26:53 GMT

Hi, @IONeill8 👋 Thanks for the quesiton. Hey, @Mike_Eastwood @nikodev do you have any creative thoughts for @IONeill8?

Thank you! — Jaycee