Complete workflow step

Complete the current step of a workflow card and move it to the next step.

POST https://cotlet.dev/api/v1/planning-center/cards/{card_id}/workflow-step/complete

write Confirm

Does what Complete step does on the card. The card moves to the next step, whose assignee is notified, and that step can run an automatic action when the card arrives. The optional note goes into the card history. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: complete_workflow_step
NameTypeDescription
card_id string required string Card id from list_workflow_cards.
note string string Note saved in the card history.

Request

cURL
curl -X POST https://cotlet.dev/api/v1/planning-center/cards/9031/workflow-step/complete \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"note":"Welcome note found on profile, step done."}'
Python
result = client.call("planning-center", "complete_workflow_step", {"card_id":"9031","note":"Welcome note found on profile, step done."})
Node.js
const result = await cotlet.call('planning-center', 'complete_workflow_step', {"card_id":"9031","note":"Welcome note found on profile, step done."});
CLI
cotlet call planning-center complete_workflow_step --data '{"card_id":"9031","note":"Welcome note found on profile, step done."}'

Example response

JSON

{
  "card_id": "9031",
  "person": "Hannah Cole",
  "completed_step": "Add welcome note",
  "now_at": "Welcome call",
  "note": "Welcome note found on profile, step done."
}

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