Overview

This node integrates with the Chatwoot Kanban API to manage Kanban items within a specified account. It supports creating new Kanban items by specifying details such as title, funnel ID, stage ID, linked conversation ID, and priority. This node is useful for automating task or lead management workflows where items need to be tracked and organized in a Kanban board format, such as sales pipelines or project management.

Use Case Examples

1. Create a new Kanban item with a title, assign it to a specific funnel and stage, link it to a conversation, and set its priority to medium.
2. Automate the creation of Kanban items from incoming customer requests or leads, organizing them by funnel and stage for better tracking.

Properties

Output

JSON

• id - Unique identifier of the created Kanban item.
• title - Title of the Kanban item.
• funnel_id - ID of the funnel the item belongs to.
• stage_id - ID of the stage the item is currently in.
• conversation_id - ID of the linked conversation, if any.
• priority - Priority level of the Kanban item.
• created_at - Timestamp when the Kanban item was created.
• updated_at - Timestamp when the Kanban item was last updated.

Dependencies

• Chatwoot Kanban API

Troubleshooting

• Ensure the Account ID is correct and the API credentials have access to the specified account.
• Verify that the Funnel ID and Stage ID exist and are valid within the specified account.
• Check that the Conversation ID, if provided, corresponds to an existing conversation in the account.
• If the stages JSON is malformed (for funnel operations), correct the JSON format to avoid parsing errors.
• Handle API rate limits or network issues by retrying the request or checking connectivity.

Links

• Chatwoot Kanban API Documentation - Official API documentation for managing Kanban items in Chatwoot.