Actions417
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Kanban Item → List
AI-generatedSummary
List kanban items filtered by account and optional parameters such as funnel, stage, agent, status, priority, and date range to retrieve a paginated, sorted collection of kanban items with customizable query parameters.
Inputs
- Account (required) — Select the account to use for listing kanban items, either from a list of available accounts or by entering an account ID.
- Kanban Funnel — Optionally filter kanban items by a specific funnel, selectable from a list or by ID.
- Stage — Optionally filter kanban items by a specific stage within a funnel, selectable from a list or by ID.
- Filters — Additional optional filters for the list operation including conversation display ID, creation date range, page number, items per page (max 100), priority level, search text, whether to include lost or won items, sort field and order, status, and item value range.
- Agent — Optionally filter kanban items assigned to a specific agent, selectable from a list or by ID.
- Advanced Query Parameters (JSON) — Provide a JSON object with advanced custom query parameters that override other filter fields for advanced use cases.
Output shape
a list of kanban items
The returned data is paginated according to the 'Page' and 'Per Page' filter parameters, sorted by the specified sort field and order if provided. Advanced JSON query parameters override the standard filter settings if used.
Examples
Example 1: List Kanban Items for a specific account
Provide an Account ID to fetch all kanban items linked to that account.
Example 2: Filter Kanban Items by funnel and stage
Select an Account, then optionally select a Kanban Funnel and Stage to refine the returned items.
Example 3: Search and paginate Kanban Items
Use the Filters collection to set search text, priority, status, sort order, and to paginate through results.