Authenticate the GHL side using an API key or OAuth depending on your setup and ensure secure storage of credentials.
Authenticate the Zapier side using OAuth with GHL or token based methods and refresh credentials as needed.
POST /locations/:locationId/tasks/search — search tasks; API Endpoint18; API Endpoint19; API Endpoint20; API Endpoint21; API Endpoint22; API Endpoint23; API Endpoint24; API Endpoint25; API Endpoint26; API Endpoint27; API Endpoint28; API Endpoint29; API Endpoint30; API Endpoint31; API Endpoint32; API Endpoint33; API Endpoint34; API Endpoint35; API Endpoint36; API Endpoint37; API Endpoint38; API Endpoint39; API Endpoint40; API Endpoint41; API Endpoint42; API Endpoint43; API Endpoint44; API Endpoint45; API Endpoint46; API Endpoint47; API Endpoint48; API Endpoint49; API Endpoint50; API Endpoint51; API Endpoint52; API Endpoint53; API Endpoint54
Trigger when a task is created or updated in GHL Tasks API
Actions include creating updating or fetching task data through Zapier
Endpoint: POST /locations/:locationId/tasks/search
Key fields locationId taskId status dueDate
Trigger when task updates flow between GHL and Zapier
Actions synchronize updates from Zapier to GHL and from GHL to Zapier
Endpoint: GET /locations/:locationId/tasks/:taskId and POST /locations/:locationId/tasks
Key fields taskId externalTaskId status
Trigger when an external app creates a task via Zapier
Actions create a new task in GHL Tasks API from Zapier
Endpoint: POST /locations/:locationId/tasks
Key fields locationId taskName dueDate
Build powerful automations without writing code
Keep data synchronized across GHL and Zapier in real time
Rapidly prototype workflows with drag and drop builders
Key elements include endpoints triggers actions authentication and data mapping. Processes cover connect test and deploy phases.
A unit of work that can be created updated and tracked in GHL Tasks API.
A callback URL that notifies your app when an event occurs.
An event that starts an automation or workflow.
A URL path used to access a specific API function.
Capture form submissions in Zapier to automatically generate tasks in GHL.
Automatically update project boards when task status changes in GHL.
Send Slack email alerts when tasks are created or completed.
In GHL generate API credentials for Tasks API and in Zapier configure the connection with OAuth or API key.
Select which Task fields to sync title notes due date status.
Run tests review logs and deploy to production workspace.
Yes you can connect without coding using the Zapier app builder. After authorizing both sides you will configure triggers actions and data mapping to automate tasks. You can start from templates or quick start zaps. This no code setup lets you implement automations quickly and iterate as your needs grow.
Authentication uses OAuth 2.0 for Zapier connections along with the GHL API key method. Ensure tokens are stored securely and rotated periodically. Use scoped access tokens for fine grained permissions. Keep credentials confidential and review permissions regularly to minimize risk.
The endpoints include search create update and delete task operations. For example the search endpoint POST /locations/:locationId/tasks/search. Consult the API docs for a full list and sample requests. You will typically start with read only requests to validate data mapping and then enable write operations once you confirm field mappings.
Zapier handles retries with exponential backoff for transient errors. You can configure error handling in the Zapier integration settings and monitor failed runs. Consider adding a fallback notification when retries are exhausted. Additionally implement idempotent operations where possible to avoid duplicate creates during retries.
Yes you can trigger tasks based on external events through webhooks and external apps connected to Zapier. Build workflows that start on events in your source system and push updates to GHL or vice versa. Use filters and conditional logic in Zapier to control which events create tasks and how updates propagate.
Map fields between systems by matching GHL task fields to Zapier input fields. Typical mappings include title dueDate status and notes. Validate data formats and use built in transformers when needed. Document mapping decisions so maintenance is easier and consider using sample data to verify end to end flows.
API documentation is available in the GHL developer portal and within the Rankr Tasks API page on rankr.ai. You can also access endpoint references from the Zapier app connector docs. If you cannot find a topic you need, contact Rankr support for guidance and access to beta docs.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
