Actions417
- 🌐 Platform: Account Actions
- 🌐 Platform: Account User Actions
- 🌐 Platform: Agent Bot Actions
- 🌐 Platform: Banner Actions
- 🌐 Platform: User Actions
- Agent Actions
- Agent Bot (Account) Actions
- Automation Rule Actions
- Campaign Actions
- Canned Response Actions
- Chat Room Actions
- Contact Actions
- Contact Note Actions
- Conversation Actions
- Create
- Get
- List
- Send Message
- Send File
- Send with Template
- List Messages
- Delete Message
- Update Message Status
- List Attachments
- Download Attachment
- Assign Agent
- Assign Team
- Add Labels
- Remove Labels
- Update Labels
- List Labels
- Set Priority
- Add Custom Attributes
- Remove Custom Attributes
- Set Custom Attributes
- Update Last Seen
- Update Presence
- Mark Unread
- Bulk Update Read State
- Mute
- Unmute
- Pin
- Unpin
- Send Transcript
- Filter
- Delete
- Edit Message
- Forward Message
- Retry Message
- Translate Message
- React to Message
- Transcribe Audio
- Fetch Pending Media
- Get Message Context
- Search Messages
- Get AI Suggestions
- List Participants
- Add Participants
- Set Participants
- Remove Participants
- Get Draft
- Set Draft
- Delete Draft
- Get Counts
- Get Unread Counts
- Search
- Custom Attribute Actions
- Custom Role Actions
- Inbox Actions
- Kanban Automation Actions
- Kanban Config Actions
- Kanban Funnel Actions
- Kanban Item Actions
- Assign Agent
- Assign Agent to Checklist Item
- Batch
- Bulk Assign Agent
- Bulk Move Items
- Bulk Set Priority
- Change Status
- Checklist Progress by Agent
- Counts
- Create
- Create Checklist Item
- Create Note
- Debug
- Delete
- Delete Attachment
- Delete Checklist Item
- Delete Note
- Delete Note Attachment
- Duplicate Checklist
- Export CSV
- Filter
- Get
- Get Assigned Agents
- Get Checklist
- Get Notes
- Import CSV
- Import Preview
- List
- List Attachments
- Move
- Move to Stage
- Remove Agent
- Remove Agent From Checklist Item
- Reorder
- Report Export
- Reports
- Search
- Search Checklist
- Stage Time Breakdown
- Time Report
- Toggle Checklist Item
- Update
- Update Checklist Item
- Update Note
- Upload Attachment
- Upload Note Attachment
- Kanban Stage Actions
- Label Actions
- Message Template Actions
- Platform Banner Actions
- Profile Actions
- Scheduled Message Actions
- Scheduled Outbound Message Actions
- Team Actions
- Webhook Actions
- Agent Capacity Policy Actions
- Assignment Policy Actions
- Company Actions
- Custom Filter Actions
- Dashboard App Actions
- Macro Actions
- Notification Actions
- Offer Actions
- Outbound Message Actions
- Portal Actions
- Report Actions
- SLA Policy Actions
- Google Calendar Sync Actions
- Google Calendar Integration Actions
- Captain: Copilot Actions
- Captain: AI Task Actions
- Captain: Scenario Actions
- Captain: Document Actions
- Captain: FAQ Actions
- Captain: Assistant Actions
- Help Center Category Actions
- Help Center Article Actions
- Audit Log Actions
- Applied SLA Actions
- CSAT Response Actions
- Activity Type Actions
- Task Actions
- Calendar Event Actions
- Search Actions
- WhatsApp Group Actions
Kanban Item → Reports
AI-generatedSummary
Retrieve a report of Kanban Items for a specified account, optionally filtered by funnel, stage, agent, and other criteria.
Inputs
- Account (required) — Select the account from which to retrieve Kanban Item reports, either from a searchable list or by ID.
- Kanban Funnel — Optionally filter the report by a specific Kanban funnel, selectable from a list or by ID.
- Stage — Optionally filter the report by a specific Kanban stage, selectable from a list or by ID.
- Agent — Optionally filter the report by assigned agent, selectable from a list or by ID.
- Filters — Additional optional filters to refine the report, including conversation display ID, date range, sort order and field, pagination, priority, search text, inclusion of lost or won items, status, and value ranges.
- Show Advanced JSON Options — Toggle to reveal an advanced JSON input for query parameters that override all other filters and selections. Leave as empty JSON object for guided mode.
Output shape
a single record containing aggregated Kanban Item report data matching the provided filters and account context
Supports pagination and advanced filtering through the Filters collection and advanced JSON parameters. The returned data is structured as report results related to Kanban Items for the specified account.
Examples
Example 1: Get a Kanban Items report for account '123', filtered to a specific funnel and stage, showing only high priority open items sorted by creation date.
Account: 123; Kanban Funnel: (selected funnel); Stage: (selected stage); Filters: priority=high, status=open, sort=created_at.