Use OAuth 2.0 or API keys to securely authorize requests to the Tasks API from Act!. Ensure scopes match (locations/tasks.readonly) to read or act on tasks.
Connect Act! with the GHL Tasks API using a secure API key or OAuth token issued by Act!’s developer portal. Store credentials safely and rotate them regularly.
The primary endpoint used in this guide is POST /locations/:locationId/tasks/search. Additional endpoints are documented in the API reference.
Trigger: When a new lead is added in GHL, create a corresponding task in Act!
Actions: Create task in Act!, assign to team, set due date, and attach lead context.
POST /locations/:locationId/tasks/search
Key fields: locationId, leadId, taskName, dueDate.
Trigger: Updates to a GHL task reflect in the corresponding Act! task.
Actions: Update task status, comments, and assignee in Act!.
POST /locations/:locationId/tasks/search
Key fields: taskId, locationId, actTaskId.
Trigger: A new GHL campaign is created triggers a task in Act!
Actions: Generate task in Act!, link to campaign, add notes.
POST /locations/:locationId/tasks/search
Key fields: campaignId, locationId, campaignName.
No-code automation eliminates manual data entry between GHL and Act!
Real-time data sync reduces miscommunication and speeds up workflows.
Pre-built triggers and actions let teams automate cross-app tasks without developers.
Key elements include endpoints, triggers, actions, and field mappings used to connect GHL Tasks API with Act!
GHL API: The API you use to connect external apps with your GHL account and manage data.
Endpoint: A specific URL path combined with an HTTP method that performs an action.
Trigger: An event in one app that starts a workflow in another app.
Action: An operation executed in the connected app, such as creating or updating a record.
Automatically generate an Act! task whenever a new lead is captured in GHL.
Create tasks in Act! when GHL campaigns are launched to drive follow-ups.
Sync status changes between GHL and Act! so both teams see current progress.
Set up credentials, obtain tokens, and grant permissions.
Identify source and target fields and configure mappings.
Create triggers and actions, then run end-to-end tests.
The Tasks API is the GHL endpoint set that lets you manage tasks within GHL, including creating and querying tasks. By connecting Act! to this API, you can automate task creation, updates, and data syncing between systems without manual data entry.
No coding is required for most connections. Use the visual automation options and endpoint mappings to set up triggers and actions. If you need advanced logic, you can leverage webhooks and templates to tailor the workflow.
Yes. You can define which fields map between GHL tasks and Act! tasks, such as due date, status, owner, and notes. You can also filter by locationId to limit sync to relevant data.
Rate limits can apply based on your GHL plan and API usage. Plan for throttling and implement retries. Monitor responses and adjust batch sizes to avoid limits.
Yes, you can map a single GHL task to multiple Act! tasks by duplicating templates or creating linked tasks with references. Maintain data consistency with unique identifiers and clear referencing in notes.
To test a connection, create a test lead or task in GHL and verify Act! receives the corresponding record. Use sandbox environments if available and review API responses to adjust mappings.
API documentation for the Tasks API and integration endpoints is available in the GHL developer portal and Act!’s integration docs. Look for authentication, rate limits, sample requests, and endpoint references.
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Complete Operations Catalog - 126 Actions & Triggers
