Node: Create board card (from conversation)

The Create board card (from conversation) node turns an inbox conversation (or its contact) into a card on a Projects board, just like the "Create board card" button you already use manually from the chat. It bridges customer support (Inbox) and task management (Projects) — for example, when a customer asks for something that needs internal follow-up.

When to use it

• When a certain type of message or inbox tag should become an internal work task (e.g. a refund request, a bug report, a special order).
• In AI flows that detect an intent and need to escalate to an internal team via a board, not just transfer the conversation.

Configuration

• Board (required): the target Projects board.
• Group (optional): the group/column within the board where the card lands; if not set, the card is created with no group assigned (the board's "Ungrouped" section).
• Title (optional): overrides the automatic title (which defaults to the contact's name); supports flow variables.
• Contact (optional): only takes effect when the flow runs WITHOUT a conversation in context (e.g. over a contact with no active chat). When a conversation IS present in the workflow's context, the card always uses that conversation's real contact and this field is ignored.

Example

Flow: trigger Tag "complaint" added → Create board card (from conversation) node with Board="Internal support", Group="To review". A card is created with the contact's phone and email auto-filled and a direct link back to that inbox conversation, so the internal team can jump back and forth without losing context.

Tips

• If the board has phone, email, or link-type columns, the node auto-fills them with the contact's data and a link back to the conversation.
• If the flow has no conversation in context (e.g. it ran on a contact with no active chat), it still creates the card using just the contact's data.

Troubleshooting

• The card isn't created: confirm the configured board id exists and belongs to your workspace.
• No link back to the conversation shows up: the target board has no "Link"-type column; add one if you want that shortcut.