Authenticate between Perfex CRM and Blogs API using secure tokens and API scopes defined for this integration.
Register Perfex CRM as a trusted app and securely store credentials and tokens.
Core endpoints used in this integration include: GET emails/builder; POST emails/builder; POST /emails/builder/data; DELETE /emails/builder/:locationId/:templateId; GET emails/schedule; GET /blogs/posts/url-slug-exists; POST /blogs/posts; PUT /blogs/posts/:postId; GET /blogs/categories; GET /blogs/authors; GET /blogs/check-slug.readonly; GET /blogs/posts/url-slug-exists.
Trigger: A new blog draft is added in Perfex CRM.
Actions: POST /blogs/posts with title, content, author_id, and category_id.
POST /blogs/posts
title, content, author_id, category_id, status
Trigger: Perfex CRM post updated.
Actions: PUT /blogs/posts/:postId with new title, content, and slug.
PUT /blogs/posts/:postId
postId, title, content, slug
Trigger: New blog post is published.
Actions: create email via POST /emails/builder and schedule with POST /emails/schedule.
POST emails/builder
template_id, subject, body, schedule_time
Automations eliminate manual data entry and speed up publishing workflows.
Unified templates and data between systems improve consistency and reporting.
Scalable, no-code workflows that grow with your content calendar.
This glossary covers common terms used in the Perfex CRM and Blogs API integration.
The RESTful interface used to connect Perfex CRM with the Blogs API and automate tasks.
A specific URL path in an API that performs a function, such as creating a post or fetching authors.
A URL-friendly version of a post title used in the post URL.
A mechanism for an API to push data to another service in real time.
When a new customer signs up in Perfex CRM, automatically generate a welcome post in Blogs API and share via email.
Aggregate recent posts and send a weekly digest using the Email Builder.
Keep slugs and SEO fields synchronized between Perfex CRM and Blogs API.
Collect your Blogs API key and Perfex CRM client credentials and store securely.
Set up endpoint paths in your integration workflow and test connectivity.
Create a test blog post in Perfex CRM and verify it appears in Blogs API; set up email delivery.
You authenticate using API keys and tokens issued for this integration. Use secure storage and include the required scopes (emails/builder.readonly, blogs/post.write, etc.). The token should be attached to requests via Authorization: Bearer
Essential endpoints for syncing posts include POST /blogs/posts to create, PUT /blogs/posts/:postId to update, and GET /blogs/posts/url-slug-exists to ensure slug uniqueness. Also pull metadata via GET /blogs/categories and GET /blogs/authors to populate Perfex CRM records.
Yes. Use the emails builder (POST /emails/builder) to craft the post email, then schedule delivery (POST /emails/schedule) for automated distribution. Templates can be reused for multiple posts and audiences.
No coding is required if you use the platform’s no-code connectors and field-mapping UI. Simply connect apps, select endpoints, and map fields like title, content, slug, author, and category.
Slug conflicts are common when similar titles exist. Check availability with GET /blogs/posts/url-slug-exists before creating, and apply a suffix or slug strategy to ensure uniqueness.
Yes. You can enable automatic syncing for authors and categories by pulling data from GET /blogs/authors and GET /blogs/categories and updating Perfex CRM accordingly.
If a blog post is deleted in one system, configure a webhook or a delete action in your workflow to propagate the change or archive the post to preserve history.
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