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ChatFunnel

Interagir com a API pública do ChatFunnel v1

Actions20

Kanban → Mover Ou Criar Card (Por Contato)

AI-generated

Overview

This node operation interacts with the ChatFunnel API to move or create a Kanban card based on contact information. It is useful for automating task or lead management workflows where cards in a Kanban board represent contacts or opportunities. For example, it can create a new card for a contact if it doesn't exist or move an existing card to a specified column, streamlining contact tracking and sales processes.

Use Case Examples

  1. Create a Kanban card for a new contact identified by name and phone, automatically adding it to the first active column.
  2. Move an existing contact's card to a different column based on updated status or priority.

Properties

Name Meaning
Kanban Name or ID Specifies the target Kanban board for the operation, either by selecting from a list or providing an ID.
Identificar Contato Por Determines how the contact is identified or created for the card, either by existing contact ID or by name and phone (creating the contact if it does not exist).
ID Do Contato UUID of the existing contact, required if identifying by contact ID.
Nome Do Contato Name of the contact, required if identifying by name and phone (contact will be created if not existing).
Telefone Do Contato Phone number of the contact, normalized by the server, required if identifying by name and phone.
Campos Adicionais Additional optional fields for the card such as target column, initial comment, email, moderator ID, priority, opportunity status, and amount.

Output

JSON

  • id - Unique identifier of the created or moved Kanban card.
  • contactId - UUID of the contact associated with the card.
  • kanbanId - Identifier of the Kanban board where the card resides.
  • columnId - Identifier of the column in the Kanban board where the card is placed.
  • comment - Initial comment added to the card, if any.
  • priority - Priority level assigned to the card.
  • statusOportunity - Status of the opportunity related to the card.
  • amount - Monetary value associated with the card's opportunity.

Dependencies

  • ChatFunnel API key credential

Troubleshooting

  • Ensure the Kanban ID and column ID (if specified) are valid and accessible by the API key used.
  • Verify that the contact identification mode matches the provided contact information (ID or name and phone).
  • Check for required fields based on the contact identification mode to avoid missing parameter errors.
  • If the contact does not exist and name and phone are used, ensure the phone number is correctly formatted and normalized as expected by the server.
  • API errors related to permissions or invalid data will be returned; verify API key permissions and input data correctness.

Discussion