Kanban Chatwoot

Integração Kanban com Chatwoot
Join our community

Actions8

Overview

This node integrates Kanban board item management with Chatwoot accounts. It allows users to perform various operations on Kanban items within a specified Chatwoot account, such as creating, retrieving, updating, deleting, moving between stages, reordering, and listing items (optionally filtered by funnel or other criteria).

Common scenarios include automating task or issue tracking workflows where Kanban boards represent stages of work, syncing Kanban data with Chatwoot accounts, or managing customer-related tasks visually through Kanban items.

For example, you could use this node to:

  • Retrieve details of a specific Kanban item by its ID.
  • Create new Kanban items based on incoming data.
  • Move an item to a different stage in the Kanban workflow.
  • List all active Kanban items assigned to a particular user.

Properties

Name Meaning
Operation The action to perform on Kanban items. Options: Create Item, Delete Item, Get Item, List Items, List Items by Funnel, Move Item, Reorder Items, Update Item.
Account ID The Chatwoot account identifier where the Kanban items belong.
Item ID The identifier of the Kanban item (required for get, update, delete, move operations).
Funnel ID Identifier of the funnel to filter or list Kanban items by funnel (used in listByFunnel operation).
Kanban Item Data JSON object containing the data for creating or updating a Kanban item.
Move Data JSON object specifying data needed to move an item to another stage.
Reorder Data JSON object specifying data to reorder Kanban items.
Stage Filter Kanban items by their stage (used in list operation).
Status Filter Kanban items by status. Options: Active, Completed, Archived.
Priority Filter Kanban items by priority. Options: Low, Medium, High, Urgent.
Assigned User ID Filter Kanban items by the assigned user's ID.

Output

The node outputs an array of JSON objects representing the response from the Chatwoot API for the requested operation. The structure depends on the operation:

  • For Get Item, the output JSON contains the detailed information of the specified Kanban item.
  • For List Items or List Items by Funnel, the output JSON is a list of Kanban items matching the filters.
  • For Create Item, Update Item, Move Item, Reorder Items, and Delete Item, the output JSON reflects the result of the respective API call, typically including confirmation or updated item data.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating with the Chatwoot API.
  • The node expects the Chatwoot API domain and access token to be configured via credentials.
  • Uses HTTP requests to interact with Chatwoot's REST API endpoints.

Troubleshooting

  • Common issues:

    • Invalid or missing Account ID or Item ID will cause API errors.
    • Incorrect or expired API authentication token will lead to authorization failures.
    • Providing malformed JSON in Kanban Item Data, Move Data, or Reorder Data may cause request failures.
    • Using unsupported operations or incorrect parameters can throw operation errors.

  • Error messages:

    • "Operation not supported: <operation>" indicates an invalid operation was selected.
    • API error messages returned from Chatwoot are passed through; check the message for details like "Not Found" or "Unauthorized".

  • Resolutions:

    • Verify that all required fields (Account ID, Item ID when applicable) are correctly set.
    • Ensure the API key credential is valid and has necessary permissions.
    • Validate JSON input fields before running the node.
    • Use the "Continue On Fail" option to handle errors gracefully during batch processing.

Links and References

Discussion