Create

The Create Card operation (create) allows you to add a new card to the system, ensuring that all necessary information is correctly registered.

🎯 What does this operation do?

This operation creates a new card inside a workspace, allowing the filling in of information such as: ✅ Card name ✅ Detailed description ✅ List within the board ✅ Responsible user ✅ Associated tags ✅ Estimated completion date ✅ Custom fields

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📂 How to Configure the "Create" Operation

1️⃣ Access the Component

1. In Hablla Studio, open the automation flow where you want to create a card.

2. Add the Cards.

3. In right side panel, select the operation "Create".

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2️⃣ Fill in the Required Fields

• Card Name → Set the card name.

• Workspace ID → Identifier of the workspace where the card will be created.

• Board → Select the board where the card will be added.

• List → Choose the list within the board where the card will be positioned.

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3️⃣ Add Additional Information (Optional)

• Description → Brief explanation about the card and its purpose.

• Assignee (User) → Assign an owner to the card.

• Tags → Define keywords to facilitate segmentation.

• Expected Date → Provide an estimated completion date for the task.

• Followers → Add users who should follow the card updates.

• Custom Fields → Include extra information according to the workspace configuration.

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4️⃣ Save the Configuration

After filling in the fields, click the "Save" ✅.

Now, whenever this automation is triggered, a new card will be automatically created within the workflow.

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📌 Usage Example in an Automation Flow

📊 Scenario: Create a flow where a new qualified lead automatically generates a card on the opportunities board.

1️⃣ Block 1 → Capture a new lead via form. 2️⃣ Block 2 → Create a new card on the sales board. 3️⃣ Block 3 → Add a owner and set tags for follow-up.

🚀 Result: A new card will be automatically created for each qualified lead, facilitating the tracking and management of business opportunities!

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🎉 Conclusion

The operation Create Card in the Hablla Studio is essential to organize tasks, leads and opportunities automatically. With this feature, you can structure an efficient sales pipeline and optimize processes.

If you need more support, contact our team! 🚀