Kanban Chatwoot

Integração Kanban com Chatwoot
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Overview

This node integrates Kanban board item management with the Chatwoot platform. It allows users to perform various operations on Kanban items within a specified Chatwoot account, such as creating new items, updating existing ones, deleting, moving between stages, reordering, and listing items by different criteria.

Common scenarios where this node is beneficial include automating task or lead management workflows in Chatwoot, syncing Kanban boards with other tools, or programmatically managing sales funnels and customer support pipelines represented as Kanban items.

For example, you can use this node to:

  • Automatically create a Kanban item when a new customer conversation starts.
  • Move an item to a different stage when its status changes.
  • List all active Kanban items assigned to a specific user for reporting purposes.

Properties

Name Meaning
Account ID The unique identifier of the Chatwoot account where Kanban items are managed.
Kanban Item Data JSON object containing the data for the Kanban item to create or update.

Output

The node outputs the response from the Chatwoot API for the requested operation in the json field. This typically includes details of the Kanban item(s) affected or retrieved, such as their IDs, titles, statuses, stages, priorities, and other metadata.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating with the Chatwoot API.
  • The Chatwoot instance domain must be configured in the credentials.
  • Network access to the Chatwoot API endpoint is necessary.

Troubleshooting

  • Common issues:

    • Invalid or missing Account ID will cause API requests to fail.
    • Incorrect or expired API authentication token will result in authorization errors.
    • Providing malformed JSON in the Kanban Item Data property may cause request failures.
    • Using unsupported operations or missing required parameters for certain operations will throw errors.

  • Error messages:

    • "Operation not supported: <operation>": Indicates an invalid operation was selected; verify the operation name.
    • HTTP errors from the Chatwoot API (e.g., 401 Unauthorized, 404 Not Found) usually mean incorrect credentials or resource IDs.

  • Resolutions:

    • Double-check the Account ID and ensure it exists in your Chatwoot instance.
    • Verify that the API key credential is valid and has sufficient permissions.
    • Validate JSON input before using it in the Kanban Item Data property.
    • Ensure all required parameters for the chosen operation are provided.

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