Authenticate the Blogs API with Planfix using secure credentials. Generate API keys, set the Authorization header, and restrict scopes to the required endpoints for posting, reading, and updating blogs and emails.
Planfix connects to the Blogs API via OAuth 2.0 or a service account. Store tokens securely and rotate credentials per best practices.
Key endpoints you may use with Planfix include GET /blogs/categories, GET /blogs/authors, GET /blogs/posts/url-slug-exists, POST /blogs/posts, PUT /blogs/posts/:postId, POST /emails/builder, GET emails/builder, POST emails/builder/data, GET emails/schedule, and related read/write actions for emails and blogs.
Trigger when a new blog post is published in Blogs API
Action: create or update a Planfix project item with post title, summary, and author, then attach categories
POST /blogs/posts
Key fields postId slug title content authorId categoryId
Trigger when a new blog post is published to trigger email template creation
Actions create email draft in emails/builder with subject and body populated from post data
POST emails/builder
Fields locationId templateId subject body postSlug
Trigger when a blog category is created or updated
Actions map category to Planfix tags and assign to the relevant project
GET /blogs/categories
Fields slug name description parentId
Automate publishing and distribution without writing code
Keep blog posts authors and categories in sync across Planfix and Blogs API
Faster content approvals and newsletter campaigns
Understand endpoints triggers actions fields and data flow between Blogs API and Planfix
A URL path and HTTP method used to perform a specific action in an API
An event in one system that starts a connected workflow in another system
The process of verifying identity to access API resources
A URL friendly version of a post title used in routing
Create a Planfix draft whenever a new blog post is published in Blogs API
Populate and queue email templates based on posts for timely distribution
Route posts to Planfix projects by category for organized workflows
Obtain and configure API credentials to authorize both systems
Align blog fields with Planfix fields for posts authors and categories
Run tests validate triggers and monitor initial runs
Authentication is done by exchanging credentials securely. Use API keys or OAuth tokens to authorize requests to Blogs API and Planfix, and apply least privilege scopes for only needed endpoints.
Focus on endpoints used for content creation and retrieval such as blogs posts and categories and the corresponding emails endpoints for template management.
Yes tests can simulate triggers using sandbox or mock data. Validate the payloads and mapping before going live.
No extensive coding is required. Use built in triggers actions and mappings to connect systems.
Slug conflicts can be mitigated by checking slug existence before creation and using slug rollover strategies when needed.
Enable logging review error messages and set retries for failed calls. Use monitoring dashboards.
Implement exponential backoff retries and error handling for robust recovery from transient failures.
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Complete Operations Catalog - 126 Actions & Triggers