Actions38
- Chatbot Actions
- Contact Actions
- Message Actions
- Panel Actions
- Sequence Actions
- Session Actions
Overview
The node integrates with the WTS Chat API to manage "Panels" and specifically supports creating a new card within a panel step. This operation is useful for organizing tasks, contacts, or items in a structured workflow or CRM system where panels represent categories or stages, and cards represent individual actionable items or records.
Typical use cases include:
- Creating task cards in project management workflows.
- Adding contact-related cards in CRM pipelines.
- Organizing sales or support tickets by panel steps.
- Automating card creation based on external triggers or data inputs.
For example, you might automate creating a new sales lead card in a specific panel step when a new contact is added, including assigning responsible users, tags, and custom metadata.
Properties
| Name | Meaning |
|---|---|
| User Name or ID | Select or specify the user responsible for the card. Options are loaded dynamically from available users. "Undefined" means no user assigned. |
| Contact ID | Specify the ID of a contact associated with the card. |
| Panel Name or ID | Choose or specify the panel under which the card will be created. Options are dynamically loaded. "Undefined" means no panel selected (required to select). |
| Step Name or ID | Choose or specify the step within the selected panel where the card will be placed. Options depend on the selected panel. |
| Tag Names or IDs | Select multiple tags to associate with the card. Options depend on the selected step panel. |
| Title | The title of the card. This is a required field and represents the main label or name of the card. |
| Description | A detailed description or notes about the card. |
| Monetary Amount | A numeric value representing an amount related to the card, e.g., budget, cost, or price. |
| Position | Numeric position/order of the card within the step. |
| Custom Fields | Key-value pairs for additional custom fields specific to the panel. Keys are dynamically loaded based on the selected panel. Multiple custom fields can be added. |
| Metadata | Additional metadata key-value pairs to attach to the card for extended information or integration purposes. |
Output
The node outputs JSON data representing the newly created card as returned by the WTS CRM service. The output includes all details of the created card such as its ID, title, description, associated tags, monetary amount, position, assigned user, linked contact(s), custom fields, and metadata.
No binary data output is involved in this operation.
Dependencies
- Requires an active connection to the WTS Chat API via an API key credential configured in n8n.
- Uses the WTS CRM service endpoints to create cards.
- Dynamic options for users, panels, steps, tags, and custom fields are loaded via internal API calls to WTS services.
Troubleshooting
- Missing Required Fields: Errors occur if mandatory fields like panel step or title are missing or empty. Ensure these are filled before execution.
- Invalid User or Panel Selection: Selecting "Undefined" or not choosing a valid panel or step will cause errors. Always select valid options.
- API Authentication Errors: If the API key is invalid or missing, the node will throw authentication errors. Verify the API key credential configuration.
- Network or Service Errors: Temporary network issues or API downtime may cause request failures. Retry after some time or check service status.
- Custom Fields or Metadata Format: Ensure custom fields and metadata keys and values are correctly formatted as strings; otherwise, the API may reject the request.
Common error messages:
"Choose a panel and its step": Indicates that either the panel or step was not selected."Title is empty, please fill it in": The card title is required but missing."Fill in all fields, CardID"or similar: For update operations, indicates missing identifiers or required fields.
Links and References
- WTS Chat API Documentation (generic link, replace with actual if available)
- n8n Expressions Documentation
- WTS CRM Service Reference (generic link)
This summary focuses on the "Panel" resource and the "Create Card" operation as requested, based on static analysis of the provided source code and property definitions.