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WTS Chat

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Actions39

Overview

The WTS Chat - Panel: Create Annotation Text operation allows you to add a text annotation (note) to a specific card within a panel in the WTS CRM system. This is useful for teams who want to document updates, comments, or any relevant information directly on a card, ensuring that all collaborators have access to important context and history.

Common scenarios:

  • Adding meeting notes or follow-up actions to a sales opportunity card.
  • Documenting customer feedback or support interactions on a service ticket card.
  • Collaboratively tracking progress or decisions made regarding a project task.

Practical example:
A sales manager wants to log a note about a recent call with a client directly onto the client's deal card in the CRM, so the rest of the team can see the latest updates.

Properties

Display Name Type Description
Text String The content of the annotation you want to add.
Card ID String The unique identifier of the card to annotate.
  • Text: Enter the message or note you wish to attach to the card. This field supports multi-line input.
  • Card ID: Specify the target card's ID where the annotation will be added.

Output

The node returns a single item per execution containing the result of the annotation creation. The output structure is as follows:

{
  "json": {
    // Response from the WTS CRM API after creating the annotation.
    // Typical fields may include:
    "id": "string",           // Unique identifier of the created annotation
    "text": "string",         // The annotation text as saved
    "createdAt": "timestamp", // When the annotation was created
    "createdBy": {            // Information about the user who created the annotation
      "id": "string",
      "name": "string"
    },
    // ...other metadata depending on the API response
  }
}

Note: The exact fields depend on the WTS CRM API response.

Dependencies

  • External Service: Requires access to the WTS CRM API.
  • API Key: You must configure valid WTS API credentials (wtsApi) in n8n.
  • n8n Configuration: Ensure the WTS Chat node is properly installed and credentials are set up in your n8n instance.

Troubleshooting

Common issues:

  • Missing Card ID:
    Error message: Fill in the CardId field
    Resolution: Make sure you provide a valid Card ID. This field cannot be empty.

  • Missing Text:
    Error message: Fill in the Text field
    Resolution: Enter the annotation text before executing the node.

  • Invalid Credentials:
    Error message: May receive authentication errors if the API key is missing or incorrect.
    Resolution: Check your WTS API credentials in n8n.

  • API Errors:
    If the WTS CRM API is unavailable or returns an error, the node will throw an error with details from the API response.

Links and References

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