Authenticate using your GHL credentials via OAuth 2.0 or an API key, then securely store tokens. Use least privilege and rotate credentials regularly to keep data safe.
Authorize Taskade to access your GHL data by provisioning an API key or OAuth tokens. Follow best practices to keep access scoped and revocable.
Endpoints used in this integration include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags.
Trigger: when a contact is updated in GHL or a new contact is created
Actions: pull contact data, create or update a Taskade task, attach related notes
GET /contacts/:contactId and GET /contacts/:contactId/tasks
contactId, taskId, name, status, dueDate
Trigger: when a new task is added in GHL or a contact changes stage
Actions: POST /contacts/:contactId/tasks to Taskade, set status and due date
POST /contacts/:contactId/tasks
contactId, taskId, title, dueDate
Trigger: notes or appointments updated in GHL
Actions: POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments
POST /contacts/:contactId/notes and GET /contacts/:contactId/appointments
contactId, noteId, appointmentId, content
Automate routine workflows without writing code
Keep contact information in sync across tools to avoid data silos
Improve team collaboration with unified tasks and notes tied to contact records
This section defines API endpoint, trigger, action, and key field concepts used to map data between GHL and Taskade
A specific URL that lets your app read, create, update, or delete data in GHL
An event that starts an automation when a condition is met
An operation performed in response to a trigger, such as creating a task or note
A data point used to map records between systems, like contactId or taskId
When a new contact is added in GHL, generate a pre-filled Taskade task in a designated workspace to onboard the contact quickly.
Append a note in Taskade with status updates, ensuring the team stays aligned on contact progress.
For each appointment linked to a contact, create a corresponding Taskade task with due dates and reminders.
Obtain OAuth tokens for GHL and Taskade and grant access to each other
Select endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks to begin syncing
Turn on automations to keep tasks, notes, and appointments in sync without manual work
Yes, you will typically use OAuth 2.0 or API keys to authenticate with GHL and Taskade. Keep credentials secure and rotate them regularly. Start with a test workspace to validate permissions before going live. This setup helps prevent accidental data exposure and ensures compliant access.
For basic sync, you will use endpoints like GET /contacts/:contactId to fetch contact details and POST /contacts/:contactId/tasks to create tasks in Taskade. You can extend to notes and appointments as needed. Start small and expand as your workflow stabilizes.
Yes. You can map fields such as contactId, name, email, phone, task title, and dueDate to ensure data aligns across both systems. Use clear field mappings and validate them with sample data before enabling automation.
Store tokens securely, prefer server-side storage, and use scoped permissions. Rotate credentials on a schedule and monitor for unusual access. Implement retries and error handling to gracefully manage failures.
Yes, API rate limits apply. If you hit limits, implement exponential backoff and stagger requests. Consider batching updates where possible and caching non-critical data to reduce calls.
Logs can typically be viewed in the integration dashboard or your app’s audit log. Enable verbose logging during setup and summarize activity after the first 24 hours to verify data flows.
Yes. No-code automation builders allow you to connect GHL and Taskade with triggers and actions without writing code. Start with predefined templates and customize workflows as you validate results.
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Complete Operations Catalog - 126 Actions & Triggers
