Use secure OAuth 2.0 with strict scopes to grant AccessAlly access to your Tasks data in GHL.
AccessAlly authenticates with GHL via OAuth tokens; keep credentials confidential and rotate them periodically.
– POST /locations/:locationId/tasks/search
Trigger: When a new task is added in AccessAlly, search for related tasks in GHL to avoid duplicates.
Actions: Create or update a task in GHL and link to the AccessAlly record.
POST /locations/:locationId/tasks/search
Key fields: locationId, taskId, name, dueDate, status
Trigger: When a task is created in AccessAlly, automatically create a matching task in GHL.
Actions: Push task details (name, due date, priority) to GHL.
POST /locations/:locationId/tasks
Key fields: locationId, taskId, name, status
Trigger: Status changes in either system trigger updates in the other.
Actions: Sync status, notify stakeholders, update history.
POST /locations/:locationId/tasks/:taskId
Key fields: locationId, taskId, status, updatedAt
Automate cross system workflows without writing code.
Keep data in sync in real time to reduce manual updates.
Speed onboarding for new clients by auto creating tasks and reminders.
Definitions of core elements and processes used in connecting GHL Tasks API with AccessAlly, including endpoints, authentication, and data mapping.
An application programming interface that enables software components to communicate.
A way for one app to notify another in real time when a specific event occurs.
The authorization framework used to grant secure access to APIs without sharing passwords.
A specific URL that an API exposes for a particular function.
Automatically generate corresponding tasks in GHL when AccessAlly tickets or forms are created, reducing duplicate work.
Push status changes and completion updates back to AccessAlly to keep client activity history current.
Use endpoint events to trigger onboarding or renewal automations in AccessAlly.
Collect your GHL client ID, client secret, and set up a secure redirect URL.
Assign the locations/tasks.readonly scope and authorize AccessAlly.
Test endpoints in a sandbox environment, then switch to production.
The Tasks API lets AccessAlly talk to GHL to manage tasks and reminders. It supports creating, searching, and updating tasks across systems. This guide walks you through authentication, endpoints, and practical integration patterns.
You authenticate via OAuth 2.0 to securely grant AccessAlly access to GHL data without sharing passwords. Use scoped tokens and rotate credentials regularly. The integration supports secure endpoints and sandbox testing.
Endpoints include essential actions like searching tasks by location and creating tasks. Additional endpoints exist for full bi directional sync. Always refer to the API docs for the latest list.
Yes. You can automate task creation and updates from AccessAlly to GHL using the Tasks API. This reduces manual work and ensures data consistency across platforms.
If you encounter connection issues, verify credentials, redirect URLs, and that the correct scopes are granted. Use sandbox mode for testing and check API responses for clues.
No code is often possible using integration platforms and webhooks. For more complex flows, a developer can help map endpoints and data fields.
Endpoint details and examples are in this guide and the linked API docs. Look for endpoint paths like POST /locations/:locationId/tasks/search.
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