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

Actions417

Kanban Item → Search Checklist

AI-generated

Summary

Searches checklist items associated with a specified Kanban item, applying optional filters such as funnel, stage, agent assignment, priority, status, date range, and text search to refine the results.

Inputs

  • Account (required) — Select the account to use for the operation either from a list or by specifying the account ID.
  • Kanban Item (required) — Select the Kanban item whose checklist is to be searched, either from a list or by ID.
  • Kanban Funnel — Optionally filter checklist items by kanban funnel relevant to the Kanban item.
  • Stage — Optionally filter checklist items by their stage within the Kanban funnel.
  • Agent — Optionally filter checklist items by assigned agent.
  • Filters — Optional collection of filters including conversation display ID, creation date range, order, pagination (page and items per page), priority, text search, inclusion of lost or won items, sort field, item status, and item value range.
  • Advanced Query Parameters (JSON) — Optional JSON object to override or extend the query parameters for advanced filtering, taking precedence over other filter inputs if provided.

Output shape

a list of checklist items matching the search criteria related to the specified Kanban item

Supports pagination through 'Page' and 'Per Page' filters. The output includes checklist items that meet the applied filters and sorting parameters. Use 'Advanced Query Parameters (JSON)' with caution as it overrides structured filter inputs.

Examples

Example 1: Find all high priority checklist items assigned to a specific agent for a Kanban item.

Specify Account, Kanban Item, set Priority filter to 'High', and assign the Agent filter to the desired agent to retrieve matching checklist items.

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