Authenticate requests to the Tasks API using a secure API key or OAuth token to protect your data and control access.
Ensure ActiveCollab credentials have the correct permissions and are stored securely to prevent unauthorized access.
Primary endpoint: POST /locations/:locationId/tasks/search to retrieve tasks by location. Additional endpoints are configured as needed.
Trigger when a task is created or updated in ActiveCollab to create or update the corresponding task in the Tasks API.
Actions include creating or updating a task in the Tasks API and mapping fields such as title, description, due date, and status.
Method/path example: POST to /locations/:locationId/tasks/search to locate tasks, then POST to /locations/:locationId/tasks to create new ones.
Key field mappings: title, description, status, dueDate, locationId, assigneeId.
Trigger when a change occurs in Tasks API to update ActiveCollab accordingly.
Actions: push updates to ActiveCollab tasks, including status changes and attachment notes.
Example: PUT /locations/:locationId/tasks/:taskId
Key fields: status, attachments, notes, lastUpdated.
Trigger webhooks when events occur in either system to notify the other and trigger automated actions.
Actions: fire events, update related records, and log changes for auditability.
Example webhook path: POST /webhooks/activecollab-tasks or PATCH to update listeners.
Key event payload fields: taskId, eventType, changes, timestamp.
Automate repetitive tasks without writing code.
Set up drag‑and‑drop triggers and actions to automate workflows quickly.
Maintain synchronized data across systems for accurate reporting.
A quick glossary and data flow overview for the GHL Tasks API and ActiveCollab integration.
Application Programming Interface: a defined set of rules that lets software components communicate.
Webhook: a user‑defined URL that receives real-time event notifications.
Methods to verify identity and secure data exchange, such as API keys or OAuth tokens.
A specific URL path in an API that performs a function.
Automatically pull task data to generate insightful progress reports across teams.
Send timely alerts when milestones are reached or tasks approach deadlines.
Create templates with mapped fields to accelerate new projects and ensure consistency.
Obtain credentials for both systems and establish a secure connection.
Define field mappings (title, description, due date, status) and endpoint usage.
Run tests, validate data flow, and enable automation in production.
No coding is required for common use cases. The no-code workflow builder provides triggers and actions to connect ActiveCollab and the Tasks API, enabling automated task creation, updates, and reporting. For more complex needs, you can add custom field mappings and conditional logic. If you do need deeper control, API keys and tokens are available to extend the integration.
For the initial sync, start with the primary search endpoint to fetch existing tasks by location. You can then create or update tasks in the Tasks API using mapped fields. Additional endpoints can be wired as your workflow grows to support updates, deletions, and attachments.
Security is built around tokens and scoped permissions. Use API keys or OAuth tokens, rotate credentials regularly, and restrict access to only the necessary scopes. Always use secure connections (HTTPS) and store credentials in a vault.
Yes, bi-directional sync is supported with proper conflict resolution. Plan a simple rule set to determine which system is the source of truth for a given field and handle timestamps to minimize data drift.
Start with the logs and webhook delivery reports. Verify credentials, test individual endpoints, and check payload mappings. If a mismatch occurs, adjust the field mappings or endpoint configuration and re-test in a staging environment.
Common mappings include title, description, due date, status, priority, and assignee. You can also map custom fields, location IDs, and notes. Always test with representative data to ensure data integrity.
Use built-in dashboards and reports to monitor sync health, success rates, and error logs. Set up alerts for failed requests, rate limits, or credential expirations to maintain continuous operation.
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Complete Operations Catalog - 126 Actions & Triggers
