Update

The Update Card (update) operation allows modifying the information of an existing card in the system, ensuring the data is always up to date according to the workflow.

🎯 What does this operation do?

This operation allows you to update the data of a card already registered within a workspace, enabling the editing of information such as: ✅ Card name ✅ Description ✅ List within the board ✅ Responsible user ✅ Associated tags ✅ Estimated completion date ✅ Custom fields

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📂 How to Configure the "Update" Operation

1️⃣ Access the Component

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

2. Add the Cards.

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

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2️⃣ Fill in the Required Fields

• Workspace ID → Identifier of the workspace where the card is located.

• Card ID → Identifier of the card to be updated.

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3️⃣ Choose the Fields to Be Updated

You can modify one or more of the following fields:

• Card Name → Update the card name.

• Description → Modify the card description.

• Board → Change the board where the card is located.

• List → Move the card to a new list within the board.

• Assignee (User) → Update the card owner.

• Tags → Add or remove tags associated with the card.

• Expected Date → Modify the task's estimated completion date.

• Followers → Add or remove users who should follow the card.

• Custom Fields → Update extra information configured in the workspace.

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4️⃣ Save the Configuration

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

Now, whenever this automation is triggered, the card data will be updated automatically in the system.

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📌 Usage Example in an Automation Flow

📊 Scenario: Create a flow where the status of a qualified lead is updated within a card on the opportunities board.

1️⃣ Block 1 → Capture a new lead via form. 2️⃣ Block 2 → Check if the card already exists on the board. 3️⃣ Block 3 → Update the card with new lead information, including tags and owner.

🚀 Result: The card is updated automatically whenever there are changes in the lead's status, ensuring the sales team works with always up-to-date information!

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🎉 Conclusion

The operation Update Card in the Hablla Studio is essential to maintain the organization and accuracy of information in automated workflows.

If you need more support, contact our team! 🚀