Kanban Chatwoot

Integração Kanban com Chatwoot
Join our community

Actions8

Overview

This node integrates with Chatwoot's Kanban feature, allowing users to manage Kanban board items programmatically. It supports multiple operations such as creating, listing, updating, deleting, moving, and reordering Kanban items within a specified Chatwoot account.

The "List Items by Funnel" operation specifically retrieves all Kanban items associated with a particular funnel in a Chatwoot account. This is useful for workflows that need to process or analyze items grouped by funnels, such as reporting on sales pipelines or customer support stages.

Practical examples:

  • Automatically fetching all Kanban items in a sales funnel to generate a report.
  • Triggering follow-up actions based on the status of items within a specific funnel.
  • Integrating Chatwoot Kanban data with other tools like CRMs or project management systems.

Properties

Name Meaning
Account ID The unique identifier of the Chatwoot account where the Kanban items reside.
Funnel ID The unique identifier of the funnel from which to list Kanban items (used in this operation).

Output

The output is an array of JSON objects representing the Kanban items retrieved from the specified funnel. Each item contains the data structure returned by the Chatwoot API for Kanban items, typically including fields such as item ID, title, description, stage, status, priority, assigned user, and timestamps.

No binary data is output by this node.

Example output snippet (simplified):

[
  {
    "id": 123,
    "title": "Lead Follow-up",
    "stage": "Contacted",
    "status": "active",
    "priority": "high",
    "assigned_user_id": 456,
    "created_at": "2024-01-01T12:00:00Z"
  },
  ...
]

Dependencies

  • Requires an API authentication token credential for Chatwoot with access to the target account.
  • The node makes HTTP requests to the Chatwoot API endpoint defined by the domain in the credentials.
  • Proper configuration of the Chatwoot API domain and access token is necessary in n8n credentials.

Troubleshooting

  • Common issues:

    • Invalid or missing Account ID or Funnel ID will cause API errors.
    • Incorrect or expired API tokens will result in authentication failures.
    • Network connectivity problems can cause request timeouts or failures.

  • Error messages:

    • "Operation not supported": Indicates an unsupported operation was selected; ensure "List Items by Funnel" is chosen.
    • API error messages from Chatwoot (e.g., 401 Unauthorized, 404 Not Found) usually indicate credential or resource ID issues.

  • Resolutions:

    • Verify that the Account ID and Funnel ID are correct and exist in Chatwoot.
    • Check that the API token has sufficient permissions.
    • Ensure network access to the Chatwoot API domain.
    • Use the node's "Continue On Fail" option to handle errors gracefully in workflows.

Links and References

Discussion