Actions417
- 🌐 Platform: Account Actions
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Kanban Item → Search
AI-generatedSummary
Searches for Kanban Items within a specified account, optionally filtering by Kanban Funnel, Stage, Agent, and various other criteria.
Inputs
- Account (required) — The account in which to search for Kanban Items.
- Kanban Funnel — Optional filter to restrict results to a specific Kanban Funnel.
- Stage — Optional filter to restrict results to a specific Kanban Stage.
- Agent — Optional filter to restrict results by assigned agent.
- Filters — Additional filters such as Conversation Display ID, Date Start/End, Priority, Status, pagination (Page, Per Page), sorting (Sort By, Order), value range, search text, and flags to include lost or won items.
- Advanced Query Parameters (JSON) — Optional JSON object to directly override query parameters for advanced use cases; this takes precedence over other filter options when provided.
Output shape
A list of Kanban Item records matching the search and filter criteria.
Supports pagination via 'Page' and 'Per Page' filters, with a maximum of 100 items per page. If advanced query parameters JSON is provided, it overrides other filter inputs. Returned data includes filtered and sorted Kanban Items from the specified account context.