To begin, generate a secure API key for the Blogs API and grant the necessary scope (emails/builder.readonly) to enable read access for templates and posts. Store credentials securely and rotate them periodically.
Planview AgilePlace will authenticate with the Blogs API using the provided credentials, ensuring token-based access with scoped permissions and secure data exchange.
GET emails/builder; emails/builder.write; POST emails/builder; POST /emails/builder/data; DELETE /emails/builder/:locationId/:templateId; emails/schedule.readonly; GET emails/schedule; blogs/post.write; POST /blogs/posts; blogs/post-update.write; PUT /blogs/posts/:postId; blogs/check-slug.readonly; GET /blogs/posts/url-slug-exists; blogs/category.readonly; GET /blogs/categories; blogs/author.readonly; GET /blogs/authors
Trigger: a new blog post is published in Blogs API.
Action: create a corresponding post in Planview AgilePlace using POST /blogs/posts and map fields like title, slug, author, and content.
POST /blogs/posts
title, slug, author, content, summary
Trigger: a blog post is updated in Blogs API.
Action: update the matching Planview AgilePlace post via PUT /blogs/posts/:postId and keep fields in sync.
PUT /blogs/posts/:postId
postId, title, slug, content
Trigger: a new or updated author or category in Blogs API.
Action: sync via GET /blogs/authors and GET /blogs/categories to reflect changes in Planview AgilePlace, mapping IDs to internal records.
GET /blogs/authors and GET /blogs/categories
authorId; categoryId
Automate content publishing and data sync without writing code.
Keep blog content, authors, and categories aligned with product roadmaps automatically.
Set up triggers and actions in minutes using ready-made endpoints and webhooks.
This section defines API concepts, endpoints, authentication, triggers, actions, data mappings, and testing steps essential for a smooth integration.
Application Programming Interface (API) — a set of endpoints that enables programs to communicate and exchange data.
A specific URL path and HTTP method used to perform an action or retrieve data.
A method to verify identity and grant access, commonly via OAuth tokens or API keys.
A URL-friendly version of a title used in URLs and SEO.
Automatically publish planned blogs into Planview AgilePlace to align with product milestones.
Automatically populate meta descriptions and slugs from blog data for SEO across your plans.
Build dashboards that show blog performance alongside project progress and milestones.
Generate credentials in the Blogs API dashboard and grant the required scope to enable access.
Map the endpoints to actions in Planview AgilePlace and set up triggers for new or updated posts, authors, and categories.
Run tests, review mappings, and deploy your integration to production with monitoring.
To connect, start by obtaining API credentials for the Blogs API and granting the necessary scope in the app settings. Then configure the Planview AgilePlace connection to reference those credentials and select the endpoints you will use for posts, authors, and categories. The no-code approach lets you set up triggers and actions without writing code, speeding up deployment. If you need deeper customization, you can add additional endpoints or map complex fields using the integration platform’s data mapping features.
Yes. You can set up mappings for posts, authors, and categories, creating relationships between Blog API data and Planview AgilePlace records. Use field mappings to align IDs, slugs, titles, and content. For complex relationships, add intermediary mapping steps or reference lookups.
Authentication uses API credentials and tokens. Store tokens securely, rotate regularly, and apply scopes to limit access. Use encrypted storage and follow best practices for secret management.
Yes. The integration supports syncing authors and categories along with posts by using the respective endpoints. Map authorId and categoryId to corresponding Planview AgilePlace fields to maintain consistency.
If a sync fails, review the error response and status code, verify credentials and scopes, and check endpoint availability. The platform should retry with backoff and notify responsible teams when persistent failures occur.
Monitor activity via the integration platform’s logs and dashboards. Track sync events, errors, latency, and success rates, and configure alerts for critical failures.
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Complete Operations Catalog - 126 Actions & Triggers
