Actions408
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Kanban Item → List
AI-generatedSummary
List Kanban items in a selected account, optionally narrowing results by funnel, stage, assigned agent, and other filters. Advanced JSON query parameters can override the guided filter values.
Inputs
- Account (required) — Select an account or provide its numeric ID.
- Kanban Funnel — Optionally select a funnel or provide its ID to filter results.
- Stage — Optionally select a stage or provide its ID to filter results.
- Filters — Optionally filter by linked conversation display ID, created date range, priority, search text, won/lost inclusion, status, or item value range. Set sort field and order, and choose page and page size (1–100).
- Agent — Optionally select an assigned agent or provide its ID to filter results.
- Show Advanced JSON Options — Enable this to reveal the advanced query override field.
- Advanced Query Parameters (JSON) — Optional JSON object of query parameters. Its values take precedence over the guided Filters, Agent, Funnel, and Stage inputs; leave as {} to use guided inputs.
Output shape
A list of Kanban item records returned by the API.
Results are paginated using Page and Per Page (default 1 and 25, maximum 100 per page).
Examples
Example 1: List open high-priority items assigned to an agent in a funnel stage
Choose an account, set the funnel, stage, and agent, then set Filters Status to Open and Priority to High.