To start, generate an API key or enable OAuth for the Tasks API. Store credentials securely and connect them in the Zapier App Connector settings.
Authorize Agency Elephant to access your GHL Tasks data. This grants permission to create, read, update, and sync tasks on your behalf.
– POST /locations/:locationId/tasks/search — search and retrieve tasks for a specific location – Additional endpoints include creating, updating, and syncing tasks (documented below).
Trigger: a new or updated task in GHL triggers a corresponding action in Agency Elephant.
Actions: create or update a task in Tasks API; attach to a location and set initial fields like title, due date, and status.
POST /locations/:locationId/tasks/search
locationId, title, dueDate, status, taskId
Trigger: a new form submission in Agency Elephant creates a matching task in GHL Tasks API.
Actions: POST to /locations/:locationId/tasks with title, description, dueDate, and related fields.
POST /locations/:locationId/tasks
locationId, title, description, dueDate
Trigger: status or comment changes in GHL Tasks API push to Agency Elephant.
Actions: update task in GHL and send changes to Agency Elephant; reflect status, comments, and timestamps.
PUT /locations/:locationId/tasks/:taskId
locationId, taskId, status, lastUpdated
Create automations without code to streamline task workflows.
Faster onboarding and fewer manual steps with visual workflows.
A single source of truth for tasks between GHL and Agency Elephant.
Key elements include API endpoints, authentication methods, triggers, actions, and data fields used to move task data between GHL and Agency Elephant.
A defined URL and HTTP method used to perform an action in the GHL Tasks API.
Process of securely granting access between GHL Tasks API and Agency Elephant.
A real-time notification mechanism that pushes updates between systems.
A unique identifier for a location in GHL used to scope tasks.
Capture form submissions in Agency Elephant and automatically create corresponding tasks in GHL Tasks API. Map fields like title, due date, and assignee.
Keep status in sync across platforms and trigger reminders or escalations when tasks stall.
Import large batches of tasks into GHL and reflect updates in Agency Elephant for bulk onboarding.
Authorize the apps to access Tasks data securely and grant necessary permissions.
Set up triggers and actions in the Zapier App Connector and test connections.
Run end-to-end tests and monitor sync performance before going live.
Not necessarily. The Tasks API and Agency Elephant connector are designed for no-code setups using the Zapier App Connector. You can create simple triggers and actions with a few clicks. For advanced flows, you can map fields precisely and add filters to control when tasks sync, all without writing code.
You generally start with the core endpoints you need for your workflow. For example, POST /locations/:locationId/tasks/search helps pull tasks for a location, then POST /locations/:locationId/tasks creates new tasks, and PUT /locations/:locationId/tasks/:taskId updates them. Optional endpoints are documented if you need more control or bulk operations.
Data transfers occur over HTTPS with secure authentication (API keys or OAuth). You can enable credential rotation and, where available, IP whitelisting for added security. Always follow best practices for secret management and monitor API activity via your provider’s dashboard.
Yes. Triggers can be customized to respond to events like task creation, update, or completion. You can apply filters by location, status, due date, or other fields to refine when automation runs. Use Zapier’s visual editor to tailor mappings and conditions without writing code.
When errors occur, check the Zapier task history and the API response codes to identify the issue. Common problems include invalid IDs, missing required fields, or authentication failures. Retry failed steps after correcting the data and consult the API docs for field requirements.
Many plans include a trial or sandbox environment to test integrations. If you don’t see a trial, reach out to support or consult the pricing/plan page for available test credentials. Always verify you’re in a safe test space before deploying to production.
Developer documentation for the Tasks API is available in the official API reference and the in-app help section. You can also access step-by-step guides and endpoint examples from the marketplace listing. If you need deeper support, contact technical support for a walkthrough.
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Complete Operations Catalog - 126 Actions & Triggers
