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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post Created
Triggers when a Ghost post is created or updated since the last check and returns matching posts; supports optional status filtering.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your Ghost integrations.
Create Post
Create a new Ghost blog post with title, content, tags, authors, and publish settings (draft, publish, or scheduled).
Create a member
Create a new Ghost member using email, with optional name, note, and labels.
Invite staff member
Send an invitation to add someone to your Ghost site with the selected staff role.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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Frequently Asked Questions
To start, connect both your Ghost and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ghost triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Ghost data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Ghost and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ghost and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Ghost
Ghost is a powerful platform for professional publishing, offering a seamless experience for creating and managing content. Ideal for bloggers, journalists, and content creators, it provides robust tools for writing, editing, and publishing with ease.
Learn MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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