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WTS Chat

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Overview

This node operation duplicates a card within a panel in the WTS Chat system. It allows users to create a copy of an existing card, optionally moving it to a different step within the panel, and provides options to archive the original card and specify which fields to include in the duplicated card. This is useful for workflows where card templates or repeated card structures are needed, such as project management, CRM pipelines, or task tracking.

Use Case Examples

  1. Duplicating a task card to a new step in a project management panel while archiving the original to keep the workflow clean.
  2. Copying a customer contact card with selected fields to a different stage in a sales pipeline without archiving the original.

Properties

Name Meaning
Card ID The unique identifier of the card to be duplicated.
Step ID The identifier of the step within the panel where the duplicated card will be placed.
Archive Original Card Boolean flag indicating whether the original card should be archived after duplication.
Fields Specifies which fields to include in the duplicated card. Options include all fields or specific ones like Amount, Contacts, CustomFields, DueDate, MonetaryAmount, Notes, ResponsibleUser, Tags, or Undefined.

Output

JSON

  • 0
    • json - The duplicated card object returned from the API, containing details of the new card.

Dependencies

  • An API key credential for WTS Chat API access.

Troubleshooting

  • Ensure the Card ID is provided and valid; missing or empty Card ID will cause an error.
  • Verify that the Step ID is correct and exists within the panel to avoid placement errors.
  • Check API key credentials are correctly configured and have necessary permissions.
  • If the API returns errors, inspect the error message for details such as invalid fields or permissions issues.

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