Pipeline Kanban - Cart-to-Customer Pipeline Management

Pipeline Kanban - Cart-to-Customer Pipeline Management

Overview

Build and manage a Pipedrive-style Kanban view that links carts to customers who purchased orders. Define custom columns/stages, move cards between statuses, and document every status change with a full audit trail.

Implementation: Uses two CMS Data Collections as the backing store:

• PipelineCards - Kanban cards with stage, customer, and order data
• PipelineAuditLog - Immutable log of every status change

This approach provides full REST API access (unlike Wix Workflows which has no public REST API), custom fields, and complete audit trails.

Configuration

• App ID: df7c18eb-009b-4868-9891-15e19dddbe67
• API Key: ${API_KEY}
• Site ID: ${SITE_ID}

Architecture

The Kanban pipeline links three Wix data sources:

1. Carts/Checkouts - Active shopping carts and abandoned carts
2. Orders - Completed purchases with payment status
3. Contacts - Customer profiles linked to carts and orders

Two CMS collections provide the Kanban state:

PipelineCards (CMS Collection)
├── _id               (auto)
├── title             (TEXT) - Card display name
├── stage             (TEXT) - Current pipeline stage
├── stageOrder        (NUMBER) - Stage sort order
├── orderId           (TEXT) - Linked Wix order ID
├── cartId            (TEXT) - Linked cart ID (if pre-purchase)
├── contactId         (TEXT) - Linked contact ID
├── customerName      (TEXT) - Customer display name
├── customerEmail     (TEXT) - Customer email
├── orderTotal        (NUMBER) - Order/cart total amount
├── orderNumber       (TEXT) - Wix order number
├── itemCount         (NUMBER) - Number of line items
├── notes             (TEXT) - Free-text notes
├── assignedTo        (TEXT) - Assigned team member
├── priority          (TEXT) - low/medium/high/urgent
├── _createdDate      (auto)
├── _updatedDate      (auto)

PipelineAuditLog (CMS Collection)
├── _id               (auto)
├── cardId            (TEXT) - Reference to PipelineCards._id
├── orderId           (TEXT) - Order ID for cross-reference
├── contactId         (TEXT) - Contact ID
├── fromStage         (TEXT) - Previous stage name
├── toStage           (TEXT) - New stage name
├── movedBy           (TEXT) - Who made the change
├── reason            (TEXT) - Why the change was made
├── timestamp         (DATETIME) - When the change happened
├── _createdDate      (auto)

Step 0: Create Pipeline Collections

Create PipelineCards Collection

curl -X POST "https://www.wixapis.com/wix-data/v2/collections" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{
  "collection": {
    "id": "PipelineCards",
    "displayName": "Pipeline Cards",
    "fields": [
      { "key": "title", "displayName": "Title", "type": "TEXT" },
      { "key": "stage", "displayName": "Stage", "type": "TEXT" },
      { "key": "stageOrder", "displayName": "Stage Order", "type": "NUMBER" },
      { "key": "orderId", "displayName": "Order ID", "type": "TEXT" },
      { "key": "cartId", "displayName": "Cart ID", "type": "TEXT" },
      { "key": "contactId", "displayName": "Contact ID", "type": "TEXT" },
      { "key": "customerName", "displayName": "Customer Name", "type": "TEXT" },
      { "key": "customerEmail", "displayName": "Customer Email", "type": "TEXT" },
      { "key": "orderTotal", "displayName": "Order Total", "type": "NUMBER" },
      { "key": "orderNumber", "displayName": "Order Number", "type": "TEXT" },
      { "key": "itemCount", "displayName": "Item Count", "type": "NUMBER" },
      { "key": "notes", "displayName": "Notes", "type": "TEXT" },
      { "key": "assignedTo", "displayName": "Assigned To", "type": "TEXT" },
      { "key": "priority", "displayName": "Priority", "type": "TEXT" }
    ]
  }
}'

Create PipelineAuditLog Collection

curl -X POST "https://www.wixapis.com/wix-data/v2/collections" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{
  "collection": {
    "id": "PipelineAuditLog",
    "displayName": "Pipeline Audit Log",
    "fields": [
      { "key": "cardId", "displayName": "Card ID", "type": "TEXT" },
      { "key": "orderId", "displayName": "Order ID", "type": "TEXT" },
      { "key": "contactId", "displayName": "Contact ID", "type": "TEXT" },
      { "key": "fromStage", "displayName": "From Stage", "type": "TEXT" },
      { "key": "toStage", "displayName": "To Stage", "type": "TEXT" },
      { "key": "movedBy", "displayName": "Moved By", "type": "TEXT" },
      { "key": "reason", "displayName": "Reason", "type": "TEXT" },
      { "key": "timestamp", "displayName": "Timestamp", "type": "DATETIME" }
    ]
  }
}'

Default Pipeline Stages

Stage	Order	Description
New Cart	0	Cart created by visitor
Checkout Started	1	Customer entered checkout
Payment Pending	2	Awaiting payment confirmation
Paid	3	Payment confirmed
Fulfillment In Progress	4	Preparing shipment
Shipped	5	Package dispatched with tracking
Delivered	6	Package received by customer
Follow-up	7	Post-purchase engagement
Refunded	9	Order was fully or partially refunded

Users can define custom stages by using different stage and stageOrder values.

View Kanban Board

Query all cards grouped by stage:

# Get all pipeline cards sorted by stage
cards=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{
  "dataCollectionId": "PipelineCards",
  "query": {
    "sort": [
      { "fieldName": "stageOrder", "order": "ASC" },
      { "fieldName": "_updatedDate", "order": "DESC" }
    ],
    "paging": { "limit": 200 }
  }
}')

# Display as Kanban board
echo "======================================"
echo "  KANBAN BOARD: Cart-to-Customer"
echo "======================================"

# Get unique stages in order
stages=$(echo "$cards" | jq -r '[.items[] | {stage: .data.stage, order: .data.stageOrder}] | unique_by(.stage) | sort_by(.order) | .[].stage')

for stage in $stages; do
  stage_cards=$(echo "$cards" | jq -r --arg s "$stage" '[.items[] | select(.data.stage == $s)]')
  count=$(echo "$stage_cards" | jq 'length')
  echo ""
  echo "━━━ ${stage} (${count}) ━━━"
  echo "$stage_cards" | jq -r '.[] | "  \(.data.title) [$\(.data.orderTotal // 0)] [ID: \(._id)]"'
done

total=$(echo "$cards" | jq '.items | length')
echo ""
echo "Total Cards: $total"
echo "======================================"

Create Pipeline Card from Order

ORDER_ID="order-id-here"

# Get order details
order=$(curl -s -X GET "https://www.wixapis.com/stores/v2/orders/${ORDER_ID}" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}")

# Extract order info
NAME=$(echo "$order" | jq -r '"\(.order.billingInfo.contactDetails.firstName) \(.order.billingInfo.contactDetails.lastName)"')
EMAIL=$(echo "$order" | jq -r '.order.buyerInfo.email')
TOTAL=$(echo "$order" | jq -r '.order.priceSummary.total')
ORDER_NUM=$(echo "$order" | jq -r '.order.number')
ITEMS=$(echo "$order" | jq '.order.lineItems | length')

# Create pipeline card
curl -s -X POST "https://www.wixapis.com/wix-data/v2/items" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{
  "dataCollectionId": "PipelineCards",
  "dataItem": {
    "data": {
      "title": "'"${NAME} - Order #${ORDER_NUM} (\$${TOTAL})"'",
      "stage": "Paid",
      "stageOrder": 3,
      "orderId": "'"${ORDER_ID}"'",
      "customerName": "'"${NAME}"'",
      "customerEmail": "'"${EMAIL}"'",
      "orderTotal": '"${TOTAL}"',
      "orderNumber": "'"${ORDER_NUM}"'",
      "itemCount": '"${ITEMS}"',
      "priority": "medium"
    }
  }
}'

Batch Import Orders to Pipeline

# Get recent paid orders
orders=$(curl -s -X POST "https://www.wixapis.com/stores/v2/orders/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{"query": {"filter": "{\"paymentStatus\": \"PAID\"}", "sort": "{\"dateCreated\": \"desc\"}", "paging": {"limit": 50}}}')

# Build bulk insert payload
ITEMS=$(echo "$orders" | jq '[.orders[] | {
  "data": {
    "title": "\(.billingInfo.contactDetails.firstName) \(.billingInfo.contactDetails.lastName) - Order #\(.number) ($\(.priceSummary.total))",
    "stage": "Paid",
    "stageOrder": 3,
    "orderId": .id,
    "customerName": "\(.billingInfo.contactDetails.firstName) \(.billingInfo.contactDetails.lastName)",
    "customerEmail": .buyerInfo.email,
    "orderTotal": (.priceSummary.total | tonumber),
    "orderNumber": (.number | tostring),
    "itemCount": (.lineItems | length),
    "priority": "medium"
  }
}]')

# Bulk insert
curl -s -X POST "https://www.wixapis.com/wix-data/v2/bulk/items/insert" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineCards\",
  \"dataItems\": ${ITEMS}
}"

echo "Imported $(echo "$orders" | jq '.orders | length') orders to pipeline"

Move Card to New Stage

This is the core Kanban operation. Always logs to the audit trail.

CARD_ID="card-id-here"
NEW_STAGE="Shipped"
NEW_STAGE_ORDER=5
REASON="Tracking number: 1Z999AA10123456784"
MOVED_BY="User"

# 1. Get current card to know the old stage
card=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{\"dataCollectionId\": \"PipelineCards\", \"query\": {\"filter\": {\"_id\": {\"\$eq\": \"${CARD_ID}\"}}}}")

OLD_STAGE=$(echo "$card" | jq -r '.items[0].data.stage')
ORDER_ID=$(echo "$card" | jq -r '.items[0].data.orderId')
CONTACT_ID=$(echo "$card" | jq -r '.items[0].data.contactId')

# 2. Update the card's stage
curl -s -X PUT "https://www.wixapis.com/wix-data/v2/items/${CARD_ID}" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineCards\",
  \"dataItem\": {
    \"_id\": \"${CARD_ID}\",
    \"data\": {
      \"stage\": \"${NEW_STAGE}\",
      \"stageOrder\": ${NEW_STAGE_ORDER}
    }
  }
}"

# 3. Log to audit trail
NOW=$(date -u +"%Y-%m-%dT%H:%M:%S.000Z")
curl -s -X POST "https://www.wixapis.com/wix-data/v2/items" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineAuditLog\",
  \"dataItem\": {
    \"data\": {
      \"cardId\": \"${CARD_ID}\",
      \"orderId\": \"${ORDER_ID}\",
      \"contactId\": \"${CONTACT_ID}\",
      \"fromStage\": \"${OLD_STAGE}\",
      \"toStage\": \"${NEW_STAGE}\",
      \"movedBy\": \"${MOVED_BY}\",
      \"reason\": \"${REASON}\",
      \"timestamp\": \"${NOW}\"
    }
  }
}"

echo "Moved: ${OLD_STAGE} -> ${NEW_STAGE}"
echo "Reason: ${REASON}"

View Card History (Audit Trail)

CARD_ID="card-id-here"

echo "======================================"
echo "  CARD HISTORY"
echo "======================================"

history=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineAuditLog\",
  \"query\": {
    \"filter\": { \"cardId\": { \"\$eq\": \"${CARD_ID}\" } },
    \"sort\": [{ \"fieldName\": \"timestamp\", \"order\": \"ASC\" }],
    \"paging\": { \"limit\": 100 }
  }
}")

echo "$history" | jq -r '.items[] | "\(.data.timestamp | split("T")[0]) \(.data.timestamp | split("T")[1] | split(".")[0]) | \(.data.fromStage) -> \(.data.toStage) | By: \(.data.movedBy) | \(.data.reason)"'

Filter Cards by Stage

STAGE="Paid"

cards=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineCards\",
  \"query\": {
    \"filter\": { \"stage\": { \"\$eq\": \"${STAGE}\" } },
    \"sort\": [{ \"fieldName\": \"_updatedDate\", \"order\": \"DESC\" }],
    \"paging\": { \"limit\": 50 }
  }
}")

echo "Cards in ${STAGE}:"
echo "$cards" | jq -r '.items[] | "  \(.data.title) | $\(.data.orderTotal) | \(.data.customerEmail)"'

Pipeline Summary Statistics

# Get all cards
cards=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{"dataCollectionId": "PipelineCards", "query": {"paging": {"limit": 500}}}')

echo "======================================"
echo "  PIPELINE SUMMARY"
echo "======================================"

total=$(echo "$cards" | jq '.items | length')
echo "Total Cards: $total"
echo ""

# Aggregate by stage using CMS aggregation
agg=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/aggregate" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{
  "dataCollectionId": "PipelineCards",
  "aggregation": {
    "groupingFields": ["stage"],
    "operations": [
      { "resultFieldName": "count", "itemCount": {} },
      { "resultFieldName": "totalValue", "sum": { "itemFieldName": "orderTotal" } }
    ]
  }
}')

echo "By Stage:"
echo "$agg" | jq -r '.results[] | "  \(.stage): \(.count) cards ($\(.totalValue // 0))"'

total_value=$(echo "$cards" | jq '[.items[] | .data.orderTotal // 0] | add')
echo ""
echo "Total Pipeline Value: \$$total_value"

Cart Integration

Import Abandoned Carts

# Get abandoned checkouts
abandoned=$(curl -s -X POST "https://www.wixapis.com/ecom/v1/abandoned-checkouts/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{"query": {"paging": {"limit": 50}, "sort": [{"fieldName": "abandonedDate", "order": "DESC"}]}}')

# Create pipeline cards for abandoned carts
echo "$abandoned" | jq -r '.abandonedCheckouts[] | "\(.id)|\(.buyerInfo.email // "Unknown")|\(.subtotal // 0)"' | while IFS='|' read cartId email total; do
  curl -s -X POST "https://www.wixapis.com/wix-data/v2/items" \
    -H "Authorization: ${API_KEY}" \
    -H "wix-site-id: ${SITE_ID}" \
    -H "Content-Type: application/json" \
    -d "{
    \"dataCollectionId\": \"PipelineCards\",
    \"dataItem\": {
      \"data\": {
        \"title\": \"Abandoned Cart - ${email} (\$${total})\",
        \"stage\": \"Checkout Started\",
        \"stageOrder\": 1,
        \"cartId\": \"${cartId}\",
        \"customerEmail\": \"${email}\",
        \"orderTotal\": ${total},
        \"priority\": \"high\"
      }
    }
  }"
  echo "  + Abandoned cart: ${email} (\$${total})"
done

Refund Order from Card

Check refundability and process a refund directly from a pipeline card.

Check Refundability

CARD_ID="card-id-here"

# 1. Get order ID from the card
card=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{\"dataCollectionId\": \"PipelineCards\", \"query\": {\"filter\": {\"_id\": {\"\$eq\": \"${CARD_ID}\"}}}}")

ORDER_ID=$(echo "$card" | jq -r '.items[0].data.orderId')
CARD_TITLE=$(echo "$card" | jq -r '.items[0].data.title')

if [ "$ORDER_ID" = "null" ] || [ -z "$ORDER_ID" ]; then
  echo "No order linked to this card"
  exit 1
fi

# 2. Check refundability
refund_check=$(curl -s -X POST "https://www.wixapis.com/_api/order-billing/v1/get-order-refundability" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{\"orderId\": \"${ORDER_ID}\"}")

can_refund=$(echo "$refund_check" | jq -r '.refundable')
max_refund=$(echo "$refund_check" | jq -r '.maxRefundAmount')

echo "Card: ${CARD_TITLE}"
echo "Order: ${ORDER_ID}"
echo "Refundable: ${can_refund}"
echo "Max Refund: \$${max_refund}"

Process Refund and Update Card

CARD_ID="card-id-here"
REFUND_AMOUNT="full"  # or a specific amount like "50.00"
REASON="Customer request"

# 1. Get card details
card=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{\"dataCollectionId\": \"PipelineCards\", \"query\": {\"filter\": {\"_id\": {\"\$eq\": \"${CARD_ID}\"}}}}")

ORDER_ID=$(echo "$card" | jq -r '.items[0].data.orderId')
OLD_STAGE=$(echo "$card" | jq -r '.items[0].data.stage')
CONTACT_ID=$(echo "$card" | jq -r '.items[0].data.contactId')
OLD_NOTES=$(echo "$card" | jq -r '.items[0].data.notes // ""')

# 2. Check refundability and get max amount
refund_check=$(curl -s -X POST "https://www.wixapis.com/_api/order-billing/v1/get-order-refundability" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{\"orderId\": \"${ORDER_ID}\"}")

max_refund=$(echo "$refund_check" | jq -r '.maxRefundAmount')
can_refund=$(echo "$refund_check" | jq -r '.refundable')

if [ "$can_refund" != "true" ]; then
  echo "Order cannot be refunded"
  exit 1
fi

# Determine refund amount
if [ "$REFUND_AMOUNT" = "full" ]; then
  REFUND_AMOUNT="${max_refund}"
fi

# 3. Process the refund
curl -s -X POST "https://www.wixapis.com/stores/v2/orders/${ORDER_ID}/refunds" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"refund\": {
    \"amount\": ${REFUND_AMOUNT},
    \"reason\": \"${REASON}\"
  }
}"

# 4. Update card stage to "Refunded" and append note
NOW=$(date -u +"%Y-%m-%dT%H:%M:%S.000Z")
REFUND_NOTE="[${NOW}] Refunded \$${REFUND_AMOUNT} - ${REASON}"
UPDATED_NOTES="${OLD_NOTES}\n${REFUND_NOTE}"

curl -s -X PUT "https://www.wixapis.com/wix-data/v2/items/${CARD_ID}" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineCards\",
  \"dataItem\": {
    \"_id\": \"${CARD_ID}\",
    \"data\": {
      \"stage\": \"Refunded\",
      \"stageOrder\": 9,
      \"notes\": \"${UPDATED_NOTES}\"
    }
  }
}"

# 5. Log refund to audit trail
curl -s -X POST "https://www.wixapis.com/wix-data/v2/items" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineAuditLog\",
  \"dataItem\": {
    \"data\": {
      \"cardId\": \"${CARD_ID}\",
      \"orderId\": \"${ORDER_ID}\",
      \"contactId\": \"${CONTACT_ID}\",
      \"fromStage\": \"${OLD_STAGE}\",
      \"toStage\": \"Refunded\",
      \"movedBy\": \"User\",
      \"reason\": \"Refund \$${REFUND_AMOUNT}: ${REASON}\",
      \"timestamp\": \"${NOW}\"
    }
  }
}"

echo "Refund processed: \$${REFUND_AMOUNT}"
echo "Card moved: ${OLD_STAGE} -> Refunded"
echo "Audit trail updated"

Update Card Notes

Add documentation notes to a card without changing its stage.

CARD_ID="card-id-here"
NEW_NOTE="Customer called to confirm delivery address change"

# 1. Get current notes
card=$(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{\"dataCollectionId\": \"PipelineCards\", \"query\": {\"filter\": {\"_id\": {\"\$eq\": \"${CARD_ID}\"}}}}")

OLD_NOTES=$(echo "$card" | jq -r '.items[0].data.notes // ""')
NOW=$(date -u +"%Y-%m-%dT%H:%M:%S.000Z")

# 2. Append timestamped note
UPDATED_NOTES="${OLD_NOTES}\n[${NOW}] ${NEW_NOTE}"

curl -s -X PUT "https://www.wixapis.com/wix-data/v2/items/${CARD_ID}" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineCards\",
  \"dataItem\": {
    \"_id\": \"${CARD_ID}\",
    \"data\": {
      \"notes\": \"${UPDATED_NOTES}\"
    }
  }
}"

echo "Note added to card ${CARD_ID}"

Assign Card to Contact

Link a pipeline card to a specific Wix contact for customer tracking.

CARD_ID="card-id-here"
CONTACT_EMAIL="customer@example.com"

# 1. Find the contact by email
contact=$(curl -s -X POST "https://www.wixapis.com/contacts/v4/contacts/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"query\": {
    \"filter\": { \"info.emails.email\": { \"\$eq\": \"${CONTACT_EMAIL}\" } },
    \"paging\": { \"limit\": 1 }
  }
}")

CONTACT_ID=$(echo "$contact" | jq -r '.contacts[0].id')
CONTACT_NAME=$(echo "$contact" | jq -r '"\(.contacts[0].info.name.first) \(.contacts[0].info.name.last)"')

if [ "$CONTACT_ID" = "null" ] || [ -z "$CONTACT_ID" ]; then
  echo "No contact found for ${CONTACT_EMAIL}"
  exit 1
fi

# 2. Update the card with contact details
curl -s -X PUT "https://www.wixapis.com/wix-data/v2/items/${CARD_ID}" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"dataCollectionId\": \"PipelineCards\",
  \"dataItem\": {
    \"_id\": \"${CARD_ID}\",
    \"data\": {
      \"contactId\": \"${CONTACT_ID}\",
      \"customerName\": \"${CONTACT_NAME}\",
      \"customerEmail\": \"${CONTACT_EMAIL}\"
    }
  }
}"

echo "Card ${CARD_ID} assigned to ${CONTACT_NAME} (${CONTACT_EMAIL})"
echo "Contact ID: ${CONTACT_ID}"

Contact Lookup

Get Contact for Card

CONTACT_ID="contact-id-here"

curl -s -X GET "https://www.wixapis.com/contacts/v4/contacts/${CONTACT_ID}" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" | jq '{
  name: "\(.contact.info.name.first) \(.contact.info.name.last)",
  email: .contact.info.emails[0].email,
  phone: .contact.info.phones[0].phone,
  labels: [.contact.info.labelKeys[]],
  created: .contact.createdDate
}'

Search Contact by Email

EMAIL="customer@example.com"

curl -s -X POST "https://www.wixapis.com/contacts/v4/contacts/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d "{
  \"query\": {
    \"filter\": { \"info.emails.email\": { \"\$eq\": \"${EMAIL}\" } },
    \"paging\": { \"limit\": 5 }
  }
}"

Add Custom Pipeline Stage

# To add a custom stage, simply create cards with a new stage name and order
# Example: Add "VIP Review" between "Paid" (3) and "Fulfillment In Progress" (4)

NEW_STAGE="VIP Review"
NEW_ORDER=3.5

# Or reorder all stages:
# New Cart: 0, Checkout Started: 1, Payment Pending: 2, Paid: 3,
# VIP Review: 4, Fulfillment In Progress: 5, Shipped: 6, Delivered: 7, Follow-up: 8

# Bulk update stageOrder for cards after the insertion point
curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" \
  -H "Authorization: ${API_KEY}" \
  -H "wix-site-id: ${SITE_ID}" \
  -H "Content-Type: application/json" \
  -d '{"dataCollectionId": "PipelineCards", "query": {"filter": {"stageOrder": {"$gte": 4}}, "paging": {"limit": 500}}}' | \
  jq -r '.items[] | ._id' | while read cardId; do
    curl -s -X PUT "https://www.wixapis.com/wix-data/v2/items/${cardId}" \
      -H "Authorization: ${API_KEY}" \
      -H "wix-site-id: ${SITE_ID}" \
      -H "Content-Type: application/json" \
      -d "{\"dataCollectionId\": \"PipelineCards\", \"dataItem\": {\"_id\": \"${cardId}\", \"data\": {\"stageOrder\": \$(echo \"scale=0; $(curl -s -X POST "https://www.wixapis.com/wix-data/v2/items/query" -H "Authorization: ${API_KEY}" -H "wix-site-id: ${SITE_ID}" -H "Content-Type: application/json" -d "{\"dataCollectionId\": \"PipelineCards\", \"query\": {\"filter\": {\"_id\": {\"\$eq\": \"${cardId}\"}}}}" | jq '.items[0].data.stageOrder') + 1\" | bc)}}}"
  done

Wix Pipelines Dashboard Integration

The Wix Pipelines dashboard at: https://manage.wix.com/dashboard/{siteId}/pipelines

provides a visual Kanban UI. While it doesn't have a public REST API, Playwright capture scripts can discover the internal APIs. Run:

cd playwright && npm run capture:pipelines

This will open the Pipelines page and record all API calls for documentation.

Best Practices

1. Always log status changes to the PipelineAuditLog collection
2. Link cards to contacts via contactId for full customer context
3. Use stageOrder for sorting stages in the Kanban view
4. Batch card creation when importing from existing orders
5. Keep card titles descriptive: "Name - Order #XXX ($Total)"
6. Rate limit: 200ms between API calls
7. Clean up completed cards periodically (archive delivered + follow-up)
8. Use priority field to highlight urgent cards
9. Use notes field for manual annotations
10. Use assignedTo for team member assignment