Routing Forms

Routing forms collect visitor data through single-page or multi-step funnels, then route the visitor to a meeting type, external URL, custom page, or contact form based on configurable rules.

Key Concepts

Concept	Description
Data Field	Reusable form input (text, email, select, etc.) scoped to your company
Routing Form	Container for fields, funnel steps, and routing rules
Funnel Step	One page/slide in a multi-step form
Qualifier	Routing rule with conditions and an action
Recipient	Person who received a one-time form link

Structure Types

Type	Description
`FORM_ONLY`	Single-page form
`FUNNEL_WITH_FORM`	Multi-step funnel followed by a final form page
`FUNNEL_ONLY`	Multi-step funnel without a final form

Create a Routing Form

Create a form with inline data fields, funnel steps, and routing rules in a single request:

curl -X POST "https://api.meetergo.com/v4/routing-form" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-meetergo-api-user-id: {userId}" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Lead Qualification",
    "structureType": "FUNNEL_WITH_FORM",
    "showProgressBar": true,
    "funnelSteps": [
      {
        "dataFields": [
          {
            "dataField": {
              "label": "Company Size",
              "fieldType": "select",
              "options": [
                { "label": "1-10", "value": "small" },
                { "label": "11-100", "value": "medium" },
                { "label": "100+", "value": "enterprise" }
              ]
            }
          }
        ]
      }
    ],
    "fields": [
      { "dataFieldId": 1, "order": 0 },
      { "dataFieldId": 4, "order": 1 }
    ],
    "qualifiers": [
      {
        "routingAction": "eventRedirect",
        "meetingTypeId": "your-meeting-type-uuid",
        "expression": {
          "operator": "and",
          "operands": [{
            "operator": "equals",
            "target": "attendeeOther",
            "customTarget": "Company Size",
            "value": "enterprise"
          }]
        }
      },
      {
        "routingAction": "customPage",
        "isFallback": true,
        "customPageContent": {
          "en": "Thanks! We will be in touch.",
          "de": "Danke! Wir melden uns bei Ihnen."
        }
      }
    ]
  }'

const response = await fetch('https://api.meetergo.com/v4/routing-form', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'x-meetergo-api-user-id': userId,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    name: 'Lead Qualification',
    structureType: 'FUNNEL_WITH_FORM',
    showProgressBar: true,
    funnelSteps: [{
      dataFields: [{
        dataField: {
          label: 'Company Size',
          fieldType: 'select',
          options: [
            { label: '1-10', value: 'small' },
            { label: '11-100', value: 'medium' },
            { label: '100+', value: 'enterprise' }
          ]
        }
      }]
    }],
    fields: [
      { dataFieldId: 1, order: 0 },
      { dataFieldId: 4, order: 1 }
    ],
    qualifiers: [{
      routingAction: 'eventRedirect',
      meetingTypeId: 'your-meeting-type-uuid',
      expression: {
        operator: 'and',
        operands: [{
          operator: 'equals',
          target: 'attendeeOther',
          customTarget: 'Company Size',
          value: 'enterprise'
        }]
      }
    }, {
      routingAction: 'customPage',
      isFallback: true,
      customPageContent: { en: 'Thanks! We will be in touch.' }
    }]
  })
});

const routingForm = await response.json();

Cascade Creation

When creating or updating a routing form, data fields can be referenced by ID or created inline:

// Reference an existing data field
{ dataFieldId: 42, order: 0 }

// Create a new data field inline
{
  dataField: {
    label: 'Industry',
    fieldType: 'select',
    options: [
      { label: 'Tech', value: 'tech' },
      { label: 'Finance', value: 'finance' }
    ]
  },
  order: 1
}

This works in both fields (form fields) and funnelSteps[].dataFields (funnel step fields).

Data Fields

Data fields are reusable inputs scoped to your company.

Input Fields

Type	Description
`email`	Email with validation
`phone`	Phone number (optional country picker via `style` and `defaultCountryCode`)
`text-single`	Single-line text
`text-multi`	Multi-line textarea
`number`	Numeric input (supports `min`/`max`)
`url`	URL input with validation
`date`	General date picker
`date-of-birth`	Date of birth picker (max date = today)
`time`	Time picker (HH:MM)
`yes-no`	Binary yes/no button choice
`rating`	Star rating (1–max stars, max defaults to 5)
`currency`	Numeric currency input (`placeholder` holds the currency symbol, default: €)
`location`	Geolocation capture (stores `"lat,lng"` string)

Selection Fields

Type	Description
`select`	Dropdown (supports `displayStyle`: `default`, `card-icon`, `card-image`)
`radio`	Radio buttons (supports `displayStyle`)
`checkbox-single`	Single checkbox (e.g. consent)
`checkbox-multi`	Multiple checkboxes (supports `displayStyle`)
`slide`	Funnel page with visual option cards (requires `slideOptions`)

Composite Fields

Type	Description	Options
`contact`	Configurable contact data (name, email, phone, address)	`contactOptions`
`bank-details`	SEPA/bank details (IBAN always shown, BIC/account holder/signature configurable)	`bankDetailsOptions`
`license-plate`	Vehicle license plate input (all countries or Germany-only)	`licensePlateOptions`

File & Document Fields

Type	Description	Options
`file`	File upload (Growth+)	`fileFieldOptions`
`image`	Image-only upload with optional camera capture	`fileFieldOptions`
`signature`	Canvas-based e-signature (stored as base64 PNG)	`requireSignatureOtp`
`pdf-template`	PDF template with drag-and-drop field placement and optional signature	`pdfTemplateOptions`
`file-download`	Display-only — shows library files the respondent can download	`fileDownloadOptions`

Display-Only Fields

These fields do not collect input. They are used for layout and content within forms.

Type	Description	Notes
`heading`	Section heading	Uses `label` as text, `headingLevel` (1–6, default 2)
`separator`	Visual separator line	No configuration needed
`page-break`	Splits form into pages	Optional title via `label`
`info-text`	Rich text block (Markdown/HTML)	Uses `label` as content
`info-image`	Image block	Uses `label` as the image URL
`info-video`	Video embed (YouTube/Vimeo)	Uses `label` as the video URL

Create Data Field

curl -X POST "https://api.meetergo.com/v4/data-field" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-meetergo-api-user-id: {userId}" \
  -H "Content-Type: application/json" \
  -d '{
    "label": "Budget Range",
    "fieldType": "select",
    "required": true,
    "options": [
      { "label": "< $10k", "value": "small" },
      { "label": "$10k-$50k", "value": "medium" },
      { "label": "$50k+", "value": "large" }
    ],
    "locales": [
      { "locale": "de", "label": "Budgetbereich" }
    ]
  }'

const response = await fetch('https://api.meetergo.com/v4/data-field', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'x-meetergo-api-user-id': userId,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    label: 'Budget Range',
    fieldType: 'select',
    required: true,
    options: [
      { label: '< $10k', value: 'small' },
      { label: '$10k-$50k', value: 'medium' },
      { label: '$50k+', value: 'large' }
    ]
  })
});

Routing Rules (Qualifiers)

Qualifiers determine where a visitor goes after submitting the form. They are evaluated in order; the first match wins.

Routing Actions

Action	Description	Required Field
`eventRedirect`	Redirect to a meeting type	`meetingTypeId` (optionally `meetingTypeUserId` to target a specific user)
`customPage`	Show localized thank-you page	`customPageContent` (optionally `customFormTitle`, `showThankYouOnCustomPage`)
`externalRedirect`	Redirect to URL	`externalRedirectLink`
`contactForm`	Show contact form	`contactFormEmail`
`requestCallback`	Request callback via queue	`queueId`
`instantCall`	Start instant video call	—
`formRedirect`	Redirect to another routing form	—

Condition Expressions

Conditions use a nested AND/OR tree:

{
  "expression": {
    "operator": "and",
    "operands": [
      {
        "operator": "equals",
        "target": "attendeeOther",
        "customTarget": "Company Size",
        "value": "enterprise"
      },
      {
        "operator": "or",
        "operands": [
          { "operator": "contains", "target": "attendeeEmail", "value": "@bigcorp.com" },
          { "operator": "equals", "target": "attendeeOther", "customTarget": "Budget", "value": "large" }
        ]
      }
    ]
  }
}

Operators: equals, notEqual, contains, notContains, startsWith, blank, notBlank, lessThan, greaterThan, lessThanOrEqual, moreThanOrEqual, containsAny, containsNone Targets: attendeeEmail, attendeeFullname, attendeeFirstname, attendeeLastname, attendeePhone, attendeePolicyAccepted, attendeeReceiveReminders, attendeeLanguage, attendeeTimezone, attendeeOther (use customTarget for custom field name)

Fallback Qualifier

If no qualifier has isFallback: true, a default “Thanks for submitting” custom page is auto-created.

Updating with Declarative Sync

When updating via PATCH, nested arrays use different strategies:

Qualifiers: Declarative sync — items with id are updated, without id are created, missing items are removed
Funnel Steps & Fields: Full replace — the array you send replaces the current set

// Update: keep one qualifier, add another, remove the rest
await fetch(`https://api.meetergo.com/v4/routing-form/${formId}`, {
  method: 'PATCH',
  headers,
  body: JSON.stringify({
    qualifiers: [
      { id: 'existing-qualifier-uuid', routingAction: 'customPage' },
      { routingAction: 'eventRedirect', meetingTypeId: 'new-mt-uuid',
        expression: { operator: 'and', operands: [/*...*/] } }
    ]
  })
});

Sending Forms

Send a routing form to a recipient via email, SMS, or generate a one-time link.

Delivery Methods

Method	Description	Required
`email` (default)	Sends email with one-time link	`email`
`sms`	Sends SMS with one-time link	`phone`
`link`	Generates one-time link only	—

Send via Email

curl -X POST "https://api.meetergo.com/v4/routing-form/{formId}/send" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "x-meetergo-api-user-id: {userId}" \
  -H "Content-Type: application/json" \
  -d '{
    "recipientName": "John Smith",
    "email": "john@example.com",
    "message": "Please fill out this form before our meeting.",
    "deliveryMethod": "email"
  }'

const response = await fetch(
  `https://api.meetergo.com/v4/routing-form/${formId}/send`,
  {
    method: 'POST',
    headers,
    body: JSON.stringify({
      recipientName: 'John Smith',
      email: 'john@example.com',
      message: 'Please fill out this form before our meeting.',
      deliveryMethod: 'email'
    })
  }
);

const { publicUrl, status } = await response.json();
// publicUrl: "https://cal.meetergo.com/f/r/abc123..."
// status: "sent"

Generate One-Time Link (No Notification)

const { publicUrl } = await fetch(
  `https://api.meetergo.com/v4/routing-form/${formId}/send`,
  {
    method: 'POST',
    headers,
    body: JSON.stringify({
      recipientName: 'Partner',
      deliveryMethod: 'link'
    })
  }
).then(r => r.json());

// Distribute publicUrl however you like

The response always includes publicUrl regardless of delivery method.

Shareable Public Link (Unlimited)

For unlimited-access forms, set a slug:

await fetch(`https://api.meetergo.com/v4/routing-form/${formId}`, {
  method: 'PATCH',
  headers,
  body: JSON.stringify({ slug: 'my-lead-form' })
});
// Public URL: https://cal.meetergo.com/f/my-lead-form

One-Time Fill

When sent to a recipient, each link can only be submitted once:

Send — POST /v4/routing-form/:id/send creates a recipient with a unique token
Open — Recipient opens the link, openedAt is recorded
Submit — Recipient submits, completedAt is recorded
Blocked — Re-submission returns 409 Conflict

Track Recipients

const { recipients } = await fetch(
  `https://api.meetergo.com/v4/routing-form/${formId}/recipients`,
  { headers }
).then(r => r.json());

// Each recipient has: status ("sent" | "opened" | "completed"),
// publicUrl, sentAt, openedAt, completedAt

API Reference

Method	Endpoint	Description
`POST`	`/v4/routing-form`	Create routing form
`GET`	`/v4/routing-form`	List routing forms
`GET`	`/v4/routing-form/:id`	Get routing form
`PATCH`	`/v4/routing-form/:id`	Update routing form
`DELETE`	`/v4/routing-form/:id`	Delete routing form
`POST`	`/v4/routing-form/:id/send`	Send to recipient
`GET`	`/v4/routing-form/:id/recipients`	List recipients
`POST`	`/v4/data-field`	Create data field
`GET`	`/v4/data-field`	List data fields
`GET`	`/v4/data-field/:id`	Get data field
`PATCH`	`/v4/data-field/:id`	Update data field
`DELETE`	`/v4/data-field/:id`	Delete data field

Get Started

Core Concepts

Webhooks

Components

Recipes

Best Practices

Key Concepts

Structure Types

Create a Routing Form

Cascade Creation

Data Fields

Input Fields

Selection Fields

Composite Fields

File & Document Fields

Display-Only Fields

Create Data Field

Routing Rules (Qualifiers)

Routing Actions

Condition Expressions

Fallback Qualifier

Updating with Declarative Sync

Sending Forms

Delivery Methods

Send via Email

Generate One-Time Link (No Notification)

Shareable Public Link (Unlimited)

One-Time Fill

Track Recipients

API Reference

Next Steps

Routing & Round-Robin

Meeting Types

​Key Concepts

​Structure Types

​Create a Routing Form

​Cascade Creation

​Data Fields

​Input Fields

​Selection Fields

​Composite Fields

​File & Document Fields

​Display-Only Fields

​Create Data Field

​Routing Rules (Qualifiers)

​Routing Actions

​Condition Expressions

​Fallback Qualifier

​Updating with Declarative Sync

​Sending Forms

​Delivery Methods

​Send via Email

​Generate One-Time Link (No Notification)

​Shareable Public Link (Unlimited)

​One-Time Fill

​Track Recipients

​API Reference

​Next Steps

Routing & Round-Robin

Meeting Types

Key Concepts

Structure Types

Create a Routing Form

Cascade Creation

Data Fields

Input Fields

Selection Fields

Composite Fields

File & Document Fields

Display-Only Fields

Create Data Field

Routing Rules (Qualifiers)

Routing Actions

Condition Expressions

Fallback Qualifier

Updating with Declarative Sync

Sending Forms

Delivery Methods

Send via Email

Generate One-Time Link (No Notification)

Shareable Public Link (Unlimited)

One-Time Fill

Track Recipients

API Reference

Next Steps