Kanban-Pro

Integração com a API Chatwoot Kanban

Actions33

Funnel → Create

AI-generated

Overview

This node integrates with the Chatwoot Kanban API to manage sales funnels within a Chatwoot account. Specifically, the 'Funnel Create' operation allows users to create a new sales funnel by specifying details such as the account ID, funnel name, description, active status, and stages in JSON format. This is useful for automating the setup of sales pipelines or customer journey funnels in Chatwoot, enabling better tracking and management of leads, prospects, and customers.

Use Case Examples

  1. Creating a new sales funnel with predefined stages for lead, prospect, and customer to organize sales processes.
  2. Automating funnel creation as part of onboarding new accounts in Chatwoot to standardize sales workflows.

Properties

Name Meaning
Account ID The Chatwoot account ID where the funnel will be created.
Name The name of the funnel to be created.
Description A description of the funnel.
Active Boolean flag indicating whether the funnel is active.
Stages The stages of the funnel defined in JSON format, representing different phases like lead, prospect, and customer.

Output

JSON

  • id - Unique identifier of the created funnel.
  • name - Name of the created funnel.
  • description - Description of the created funnel.
  • active - Active status of the funnel.
  • stages - Stages of the funnel as defined in the input JSON.

Dependencies

  • Requires an API key credential for Chatwoot Kanban API authentication.

Troubleshooting

  • Invalid JSON format in the 'Stages' property will cause an error; ensure the JSON is valid before input.
  • API request failures may occur due to incorrect account ID or insufficient permissions; verify credentials and account details.
  • Network or connectivity issues can cause request failures; check network status and API availability.

Links

Discussion