Actions17
- Contact Actions
- Message Actions
- Session Actions
- Panel Actions
Overview
This node integrates with the Helena API to manage "Panels" and specifically supports creating a new card within a panel. The "Create Card" operation allows users to add a card to a specified step in a panel workflow, optionally associating tags, a responsible user, contact IDs, monetary amounts, custom fields, metadata, and other details.
Common scenarios where this node is beneficial include:
- Automating task or issue tracking by programmatically adding cards to project management panels.
- Creating structured records in CRM-like panels for contacts or sales opportunities.
- Enhancing workflows by dynamically tagging and assigning cards based on external triggers.
For example, you could use this node to create a new support ticket card in a customer service panel when a new customer inquiry arrives, setting the responsible user, priority tags, and relevant metadata automatically.
Properties
| Name | Meaning |
|---|---|
| Panel Name or ID | Select the panel where the card will be created. You can choose from a list or specify an ID via expression. |
| Step Name or ID | Select the specific step within the chosen panel where the card should be added. Options depend on the selected panel. |
| Tag Names or IDs | Choose one or more tags to associate with the card. Available tags depend on the selected step. |
| Title | The title of the card to create. This is a required string field representing the main label or name of the card. |
| Description | A textual description for the card. Can be multiline. |
| User Name or ID | Assign a responsible user to the card. Choose from a list or specify an ID via expression. |
| Contact ID | Optionally associate a contact ID with the card. |
| Monetary Amount | Optionally specify a monetary amount related to the card (e.g., budget, cost). |
| Position | Numeric position/order of the card within the step. |
| Custom Fields | Add multiple custom key-value pairs to the card. Keys are selectable from available custom fields for the panel. |
| Metadata | Add multiple metadata entries as key-value pairs to the card. These are additional informational attributes not covered by standard fields. |
Output
The output of the node is a JSON object representing the newly created card as returned by the Helena API. It includes all properties of the card such as its ID, title, description, associated tags, assigned user, monetary amount, position, custom fields, metadata, and any other data the API provides about the card.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the Helena API with a valid API key credential configured in n8n.
- The node uses the base URL
https://api-test.helena.runfor API requests. - The node depends on dynamic loading of options for panels, steps, tags, users, and custom fields via helper methods that call the Helena API.
- Proper permissions on the API key are necessary to create cards in panels.
Troubleshooting
- Missing or invalid API key: Ensure the API key credential is correctly set up and has permissions to create cards.
- Invalid panel, step, or tag IDs: If specifying IDs manually, verify they exist and belong to the correct panel/step context.
- Empty or missing title: The card title is required; ensure it is provided and not just whitespace.
- Network errors or API downtime: Check network connectivity and Helena API status if requests fail.
- Unexpected API errors: Review error messages returned by the API for hints on invalid parameters or permission issues.
Links and References
- n8n Expressions Documentation
- Helena API documentation (not publicly linked here, refer to your Helena API provider resources)