Actions39
- Chatbot Actions
- Contact Actions
- Message Actions
- Panel Actions
- Sequence Actions
- Session Actions
Overview
The node interacts with the "Panel" resource of the WTS Chat API, specifically supporting the operation to Duplicate Card within a panel. This operation allows users to create a copy of an existing card in a specified step of a panel, optionally archiving the original card and selecting which fields to include in the duplicated card.
This node is beneficial in scenarios where workflows require replicating task cards or items within project management or CRM panels without manually recreating all details. For example, duplicating a sales opportunity card to track a similar deal or copying a task card to assign it to another team member while preserving key information.
Properties
| Name | Meaning |
|---|---|
| Card ID | The unique identifier of the card to duplicate. |
| Step ID | The identifier of the step within the panel where the duplicated card will be placed. |
| Archive Original Card | Boolean flag indicating whether the original card should be archived after duplication. |
| Fields | Specifies which fields to include in the duplicated card. Options: All, Amount, Contacts, CustomFields, DueDate, MonetaryAmount, Notes, ResponsibleUser, Tags, Undefined |
Output
- The output JSON contains the duplicated card's data as returned by the WTS CRM service.
- The structure includes all relevant card properties depending on the selected fields during duplication.
- No binary data output is involved in this operation.
Dependencies
- Requires an active connection to the WTS Chat API via an API key credential.
- The node uses the WTS CRM service internally to perform the duplication.
- Proper configuration of the API key credential in n8n is necessary for authentication.
Troubleshooting
- CardID is empty, please fill it in: This error occurs if the Card ID property is not provided. Ensure that the Card ID is correctly set.
- API errors from WTS CRM service: These may occur due to invalid step IDs, insufficient permissions, or network issues. Verify the correctness of Step ID and API credentials.
- If the duplication fails silently or returns unexpected results, check that the selected fields are valid and supported by the API.
- Archiving the original card requires appropriate permissions; lack thereof might cause errors.
Links and References
- WTS Chat API Documentation (general reference)
- Panel and Card management sections in the WTS Chat API docs (not linked explicitly here)