Start by generating credentials for the Tasks API (scope: locations/tasks.readonly) and configure the connection in Zapier to ensure secure, scoped access.
Connect Zapier App Connector to your GHL account and grant permission to access location tasks within the specified scope.
– POST /locations/:locationId/tasks/search — search tasks by location – (Other endpoints to be documented in future updates)
Trigger: on demand, retrieve tasks for a specific location when needed.
Actions: perform a search, map results to Zapier fields, and route data into your workflow.
POST /locations/:locationId/tasks/search
locationId, query, limit, page
Trigger: provide a taskId to fetch full task details.
Actions: retrieve task details, map fields, and optionally update or sync.
GET /locations/:locationId/tasks/:taskId
locationId, taskId
Trigger: on demand to list all tasks for a given location.
Actions: fetch list, filter by status, paginate, and export as needed.
GET /locations/:locationId/tasks
locationId, status, page, pageSize
Automate routine task management across multiple locations without writing code.
Ship automations quickly with drag-and-drop workflows and ready-made triggers.
Easily map fields between GHL and Zapier to maintain data integrity.
Understand the essential elements: endpoints, triggers, actions, and data fields used to connect GHL Tasks API with Zapier.
Application Programming Interface: a set of rules that enables software components to communicate.
A specific URL path and HTTP method that performs a function within the API.
OAuth 2.0 is the standard framework for securely authorizing access to APIs without sharing user credentials.
A callback mechanism where the API sends real-time data to another app when events occur.
Fetch daily tasks across all locations and push to a centralized dashboard or reporting tool.
Send automated reminders to clients when tasks are nearing due dates.
Automatically update task statuses and notify teams when changes occur.
Generate an API key with the locations/tasks.readonly scope and save it securely.
In Zapier, select the GHL connection and grant permissions to access location tasks.
Run a test Zap to verify endpoints respond and data maps correctly before going live.
The Tasks API exposes endpoints to read and manage location-based tasks within GHL. It lets you retrieve task data programmatically and feed it into Zapier workflows for automation. By using the provided scope locations/tasks.readonly, you can safely pull task information without modifying your data. In Zapier, map the API responses to your desired outputs for dashboards, notifications, or actions in other apps. This no-code approach enables rapid automation across locations, reducing manual task management and improving consistency across teams.
Currently, the primary documented endpoint for Active Knocker integration is POST /locations/:locationId/tasks/search, which allows you to search for tasks within a specific location. Additional endpoints may be introduced in future updates and will be documented in the API reference. For now, you can build powerful search-based automations using the available endpoint and thoughtful field mapping. If you need more endpoints, consider submitting a feature request or checking back for the latest API reference updates.
Yes. The integration is designed to be no-code friendly. You can connect the Tasks API to Zapier App Connector, configure triggers and actions via the visual editor, and map data without writing code. Advanced users can extend functionality with custom fields and multi-step Zaps if needed. For most use cases, drag-and-drop workflows will handle common task management automations effectively.
Authentication is handled via a secure API key with the specified scope (locations/tasks.readonly) and OAuth-based permissions within Zapier. Never share credentials, store keys securely, and follow least-privilege principles by restricting access to only the required endpoints. Regularly rotate keys and monitor access logs for unusual activity.
When using the search endpoint, you typically exchange fields such as locationId, query terms, and pagination controls. You may also filter by status or due date depending on the API’s capabilities. Ensure your Zapier mappings align with these fields so the data you pull matches the structure you expect in your downstream apps.
GHL enforces API rate limits to protect service reliability. If you hit limits, implement exponential backoff in your Zaps, batch requests where feasible, and space out high-frequency queries. Monitoring usage via the Zapier task history can help you stay within limits while maintaining timely automation.
If you need more guidance, consult the API reference and Zapier documentation linked in this page. You can also reach out to support or join community forums for best-practice patterns, troubleshooting tips, and additional use cases that fit your workflow.
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