Actions417
- 🌐 Platform: Account Actions
- 🌐 Platform: Account User Actions
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- Get Checklist
- Get Notes
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- Upload Attachment
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Kanban Item → Batch
AI-generatedSummary
Lists Kanban items for the selected account, with optional funnel, stage, agent, and query filters. Returns the matching items from the API for use in subsequent workflow steps.
Inputs
- Account (required) — Select an account from the list or enter its numeric ID.
- Kanban Funnel — Optionally scope the request to a funnel, selected from the list or entered by ID.
- Stage — Optionally filter items by stage, selected from the list or entered by ID.
- Filters — Optional filters include conversation display ID, creation date range, order, page, page size (up to 100), priority, search text, whether to include won or lost items, sort field, status, and minimum or maximum value.
- Agent — Optionally filter by assigned agent, selected from the list or entered by ID.
- Advanced Query Parameters (JSON) — When advanced JSON options are enabled, provide query parameters directly. These take precedence over the guided Filters, Agent, Funnel, and Stage values.
Output shape
A list of Kanban item records.
The page and per-page filters control pagination; per page is limited to 100. The source pack exposes only the operation's signatures, so it does not establish whether the API response is wrapped or how pagination metadata is returned.