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Overview

The "Panel - Create Card" operation in the WTS Chat n8n node allows users to create a new card within a specified panel and step. This is useful for automating CRM workflows, such as tracking leads, managing tasks, or organizing customer interactions. For example, you might use this node to automatically create a new sales opportunity card when a lead fills out a form, or to log support tickets as cards in a service panel.

Properties

Below are the input properties relevant to the "Panel" resource and "Create Card" operation:

Display Name Type Description
Responsible Name or ID options Choose the user responsible for the card, either from a list or by specifying an ID.
Contact ID string The ID of the contact associated with the card.
Panel Name or ID options Select the panel where the card will be created, from a list or by specifying an ID.
Step Name or ID options Select the step within the panel for the new card, from a list or by specifying an ID.
Tag Names or IDs multiOptions Assign tags to the card, chosen from a list or specified by IDs.
Title string The title of the card.
Description string (multi) A description for the card.
Monetary Amount number An optional monetary value associated with the card.
Position number The position/order of the card within the step.
Custom Fields fixedCollection Add custom fields to the card; each field has a key (name/ID) and a value.
Metadata fixedCollection Additional metadata as key-value pairs to attach to the card.

Required fields:

  • Step Name or ID
  • Title

Output

The output is a JSON object representing the newly created card. While the exact structure depends on the API response, it typically includes:

{
  "id": "string",              // Unique identifier of the card
  "title": "string",           // Title of the card
  "description": "string",     // Description text
  "stepId": "string",          // ID of the step where the card was created
  "panelId": "string",         // ID of the panel
  "responsibleUserId": "string", // ID of the responsible user
  "tagIds": ["string"],        // Array of tag IDs
  "contactIds": ["string"],    // Array of associated contact IDs
  "monetaryAmount": number,    // Monetary amount if provided
  "position": number,          // Position/order in the step
  "customFields": { ... },     // Object with custom field key-value pairs
  "metadata": { ... }          // Object with metadata key-value pairs
  // ...other fields returned by the API
}

Note: No binary data is produced by this operation.

Dependencies

  • External Service: Requires access to the WTS Chat API.
  • API Key: You must configure valid credentials (wtsApi) in n8n, including an API key.
  • n8n Configuration: Ensure the node is properly authenticated and that any referenced panels, steps, users, tags, etc., exist in your WTS Chat environment.

Troubleshooting

Common Issues:

  • Missing Required Fields: If "Step Name or ID" or "Title" is not provided, the node will throw an error indicating these fields are required.
  • Invalid Selections: Selecting "Undefined" for required dropdowns (e.g., panel, step, responsible user) will result in errors.
  • Invalid Contact ID: If the provided contact ID does not exist, the API may return an error.
  • Custom Fields/Metadata: Ensure keys and values are correctly set; missing or invalid keys may cause the API to reject the request.

Error Messages:

  • "Choose a panel and its step": Both panel and step must be selected.
  • "Title is empty, please fill it in": The title field cannot be empty.
  • Other errors will include details from the WTS Chat API response.

Links and References

Discussion