Actions39
- Chatbot Actions
- Contact Actions
- Message Actions
- Panel Actions
- Sequence Actions
- Session Actions
Overview
The node interacts with the "Panel" resource of the WTS Chat API, specifically supporting the "Create Card" operation. This operation allows users to create a new card within a specified panel step. Cards can represent tasks, items, or entries in a project management or CRM-like system.
Typical use cases include:
- Automating task creation in a project management board.
- Adding CRM cards linked to contacts and responsible users.
- Organizing workflow steps with tags, custom fields, and metadata.
For example, you might create a card titled "Follow up with client" assigned to a specific user, tagged for priority, and linked to a contact ID, all within a particular panel step.
Properties
| Name | Meaning |
|---|---|
| Responsible Name or ID | Select or specify the user responsible for the card. Options are loaded dynamically from available users. "Undefined" means no responsible user is sent. |
| Contact ID | Specify the ID of a contact to associate with the card. |
| Panel Name or ID | Choose or specify the panel where the card will be created. Options are dynamically loaded. "Undefined" means no panel selected (required for this operation). |
| Step Name or ID | Choose or specify the step within the panel where the card will be created. Options depend on the selected panel. "Undefined" means no step selected (required for this operation). |
| Tag Names or IDs | Select multiple tags to assign to the card. Options depend on the selected step panel. |
| Title | The title of the card. This is a required string field describing the card's main subject. |
| Description | A longer text description of the card. Optional. |
| Monetary Amount | A numeric value representing an amount related to the card, e.g., budget or cost. Optional. |
| Position | Numeric position/order of the card within the step. Optional. |
| Custom Fields | Key-value pairs for additional custom fields associated with the card. Keys are dynamically loaded based on the selected panel. Multiple custom fields can be added. |
| Metadata | Additional key-value metadata pairs to attach to the card. Multiple metadata entries can be added. |
Output
The output is a JSON object representing the newly created card as returned by the WTS CRM service API. It includes all details of the card such as its ID, title, description, associated tags, responsible user, contact associations, custom fields, metadata, monetary amount, position, and other relevant properties.
No binary data output is produced by this operation.
Dependencies
- Requires an API key credential for authenticating with the WTS Chat API.
- The node depends on dynamic loading methods to fetch options for users, panels, steps, tags, and custom fields.
- Network access to the WTS Chat API endpoint (
https://api.wts.chat) is necessary.
Troubleshooting
- Missing Required Fields: Errors occur if the panel step or title is not provided. Ensure these fields are filled.
- Invalid Responsible User or Tags: If the selected user or tags do not exist or are invalid, the API may reject the request.
- API Authentication Errors: If the API key is missing or invalid, requests will fail with authentication errors.
- Network Issues: Connectivity problems to the API endpoint will cause failures.
- 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 mandatory.- Other API errors are wrapped and thrown as node errors; check the error message for details.
To resolve issues, verify all required parameters, ensure valid selections, and confirm API credentials and network connectivity.
Links and References
- WTS Chat API Documentation (assumed base URL)
- n8n Expressions Documentation – for using expressions in property values