Kanban-Pro

Integração com a API Chatwoot Kanban

Actions33

Kanban Item → Move To Stage

AI-generated

Overview

This node integrates with the Chatwoot Kanban API to manage Kanban items within a Chatwoot account. Specifically, the 'Move To Stage' operation allows users to move a Kanban item to a different stage within a funnel. This is useful for workflows where tasks or items need to be progressed through various stages, such as sales pipelines or project management boards. For example, moving a lead from 'Contacted' to 'Qualified' stage in a sales funnel.

Use Case Examples

  1. Move a Kanban item to a new stage to reflect its current status in a sales process.
  2. Automate the progression of tasks in a project management Kanban board by moving items to appropriate stages based on triggers.

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 to move.
Stage ID The ID of the target stage to which the Kanban item will be moved. This is required to specify the destination stage.

Output

JSON

  • * - The response from the Chatwoot Kanban API after moving the item, typically including the updated Kanban item details.

Dependencies

  • Requires an API key credential for the Chatwoot Kanban API to authenticate requests.

Troubleshooting

  • Ensure the Account ID, Item ID, and Stage ID are correct and correspond to existing entities in Chatwoot.
  • If the API returns an error, check that the API key credential is valid and has the necessary permissions.
  • Verify that the Stage ID belongs to the funnel associated with the Kanban item to avoid invalid stage errors.

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Discussion