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Kanban → Atualizar Card
AI-generatedOverview
This node operation updates a card in a specified Kanban board using the ChatFunnel API. It allows users to modify various attributes of a card such as its column (moving the card), adding comments, setting priority, updating status, assigning moderators, and specifying loss reasons. This operation is useful for managing and tracking tasks or opportunities within a Kanban workflow, enabling automation of card updates based on external triggers or workflows.
Use Case Examples
- Updating the status of a sales opportunity card to 'Won' after a successful deal.
- Moving a task card to a different column to reflect progress in a project management Kanban board.
- Adding a comment to a card to provide additional context or updates.
- Changing the priority of a card to 'High' to indicate urgency.
Properties
| Name | Meaning |
|---|---|
| Kanban Name or ID | Specifies the target Kanban board by name or ID where the card update will occur. This is required to identify the correct Kanban. |
| ID Do Card Ou Do Contato | The ID of the card to update or the ID of the contact linked to the card. The API first tries to find the card by this ID; if not found, it attempts to interpret the value as the linked contact's ID within the same Kanban. |
| Campos Para Atualizar | A collection of fields to update on the card, including column ID (to move the card), comment, loss reason message, moderator ID, loss reason ID, priority, status of the opportunity, and amount associated with the opportunity. |
Output
JSON
id- The unique identifier of the updated card.kanbanId- The ID of the Kanban board where the card resides.columnId- The ID of the column where the card is currently located after update.statusOportunity- The updated status of the opportunity on the card.priority- The updated priority level of the card.amount- The updated monetary value associated with the card's opportunity.comment- Any comment added to the card's history during the update.moderatorId- The UUID of the moderator assigned to the card.lossReasonId- The ID of the loss reason if the card status is set to 'Lost'.
Dependencies
- ChatFunnel API with authentication credentials
Troubleshooting
- Ensure the Kanban ID and Card ID or Contact ID are correctly specified; incorrect IDs will cause the API to fail to locate the card.
- Deprecated fields for adding or removing moderators should be avoided as the API no longer supports them; use the 'Moderador' field instead.
- If the card is not found by the given card ID, the node attempts to find it by the linked contact ID; if both fail, an error will be thrown.
- Verify that the status and priority values are valid as per the defined options to avoid validation errors from the API.