Actions33
- Funnel Actions
- Kanban Item Actions
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Kanban Item → Move
AI-generatedOverview
This node integrates with the Chatwoot Kanban API to manage Kanban items within an account. Specifically, the 'Move' operation allows users to move a Kanban item to another funnel or stage, facilitating workflow management and task organization. This is useful in scenarios where tasks or items need to be re-categorized or progressed through different stages of a Kanban board, such as moving a sales lead from one stage to another or transferring a task to a different project funnel.
Use Case Examples
- Moving a Kanban item to a different funnel to reflect a change in project or workflow.
- Moving a Kanban item to a different stage within the same funnel to indicate progress or status change.
Properties
| Name | Meaning |
|---|---|
| Account ID | The ID of the Chatwoot account where the Kanban item exists. This is required to specify the account context for the operation. |
| Item ID | The unique identifier of the Kanban item to be moved. This is required to specify which item is being moved. |
| Funnel ID | The ID of the funnel to which the Kanban item will be moved. This is required to specify the target funnel for the move operation. |
| Stage ID | The ID of the stage within the funnel to which the Kanban item will be moved. This is required to specify the target stage for the move operation. |
Output
JSON
id- The unique identifier of the moved Kanban item.title- The title of the Kanban item.funnel_id- The ID of the funnel where the item currently resides after the move.stage_id- The ID of the stage where the item currently resides after the move.priority- The priority level of the Kanban item.status- The current status of the Kanban item.conversation_id- The ID of the conversation linked to the Kanban item, if any.
Dependencies
- Requires an API key credential for the Chatwoot Kanban API to authenticate requests.
Troubleshooting
- Ensure the Account ID and Item ID are correct and exist in the Chatwoot account to avoid 'not found' errors.
- Verify that the Funnel ID and Stage ID provided for the move operation are valid and belong to the specified account.
- Check that the API key credential is correctly configured and has the necessary permissions to perform move operations on Kanban items.
- If the node throws JSON parsing errors, ensure that any JSON input fields are correctly formatted.
Links
- Chatwoot Kanban API Documentation - Official API documentation for managing Kanban items in Chatwoot.