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Manage conversations, contacts, WhatsApp, Kanban CRM and Captain AI in MEGA

Actions417

Kanban Item → Filter

AI-generated

Summary

Retrieve and filter Kanban Items from a specified account using various criteria like funnel, stage, assigned agent, priority, status, date range, and other customizable filters, with optional advanced JSON query parameters to override the guided filters.

Inputs

  • Account (required) — Specify the Mega account to query Kanban Items from.
  • Kanban Funnel — Optionally filter Kanban Items by a specific Kanban funnel.
  • Stage — Optionally filter Kanban Items by a specific stage within the funnel.
  • Agent — Optionally filter Kanban Items by an assigned agent.
  • Filters — Set filter criteria such as conversation display ID, creation date range (start/end), pagination (page, per page), priority level, search text, inclusion of lost or won items, sorting field and order, status, and item value range.
  • Advanced Query Parameters (JSON) — Provide optional advanced JSON query parameters to override all other filter input fields for custom or complex queries.

Output shape

a list of Kanban Item records

Returns paginated results of Kanban Items filtered according to input criteria. If advanced JSON parameters are provided, they take precedence over guided filter fields.

Examples

Example 1: Filter Kanban Items in account 1234 assigned to agent 42 with high priority and open status

Set Account to ID 1234, Agent to ID 42, Priority filter to High, and Status to Open

Example 2: Get the first page of Kanban Items created after 2023-01-01 in a specific funnel and stage

Set Account, Kanban Funnel, Stage, Date Start to 2023-01-01, and Page to 1

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