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Overview

This node operation creates a new card within a specified panel and step in the WTS CRM system. It allows users to define various attributes for the card such as title, description, position, responsible user, associated contact, monetary amount, tags, custom fields, and metadata. This operation is useful for managing tasks, projects, or items visually organized in panels and steps, enabling better workflow and task tracking.

Use Case Examples

  1. Creating a task card in a project management panel with a specific responsible user and tags.
  2. Adding a new sales lead card in a CRM panel step with monetary amount and custom metadata.

Properties

Name Meaning
Responsible Name or ID The user responsible for the card, selectable from a list or specified by ID.
Contact ID ID of the contact associated with the card.
Panel Name or ID The panel in which the card will be created, selectable from a list or specified by ID.
Step Name or ID The step within the panel where the card will be placed, selectable from a list or specified by ID.
Tag Names or IDs Tags to associate with the card, selectable from a list or specified by IDs.
Title The title of the card.
Description A description for the card.
Monetary Amount A monetary value associated with the card.
Position The position of the card within the step.
Custom Fields Custom key-value pairs to add additional information to the card.
Metadata Additional metadata key-value pairs for the card.

Output

JSON

  • json
    • stepId - ID of the step where the card was created.
    • title - Title of the created card.
    • tagIds - List of tag IDs associated with the card.
    • monetaryAmount - Monetary amount assigned to the card.
    • responsibleUserId - ID of the responsible user for the card.
    • contactIds - List of contact IDs associated with the card.
    • position - Position of the card within the step.
    • description - Description of the card.
    • metadata - Metadata object containing additional key-value pairs.
    • customFields - Custom fields object containing additional key-value pairs.

Dependencies

  • WtsCrmService API for panel and card management
  • An API key credential for authentication

Troubleshooting

  • Error 'Choose a panel and its step': Ensure both panel and step are selected before creating a card.
  • Error 'Title is empty, please fill it in': Provide a non-empty title for the card.
  • API errors may occur if the API key is invalid or network issues happen; verify credentials and connectivity.

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