conversationConvertToCard
Convert a conversation into a CRM card (deal, ticket, task, or
purchase) in a pipeline stage, carrying over conversation context.
Returns the created (or linked) card id as a string.
Provide itemId to link an existing card instead of creating a new one; stageId is required when creating.
Auth · x-app-token · required permission conversationConvertToCard
Related: conversationDetail
conversationConvertToCard(_id: String!, type: String!, itemId: String, itemName: String, stageId: String, customFieldsData: JSON, priority: String, assignedUserIds: [String], labelIds: [String], startDate: Date, closeDate: Date, attachments: [AttachmentInput], description: String): StringArguments
Conversation id to convert.
Target card type: "deal", "ticket", "task", or "purchase".
Existing card id to link, instead of creating a new one.
Name for the new card, when creating.
Pipeline stage id for the new card. Required when creating.
Custom field values for the new card, as a JSON object.
"Critical", "High", "Normal", or "Low".
User ids to assign to the new card.
Label ids to apply to the new card.
Start date for the new card.
Due/close date for the new card.
File attachments to include on the new card.
Description text for the new card.