To access the Tasks API from GHL, generate an API key or OAuth token and securely store it in your connection settings.
Configure your API credentials and scopes in Apotheo so GHL requests can create, read, or update tasks.
– POST /locations/:locationId/tasks/search — search tasks by location (endpoint 1).
Trigger: When a user needs to retrieve tasks for a specific location from GHL.
Actions: pass locationId and optional filters; return task data for display or sync.
POST /locations/:locationId/tasks/search
Required fields: locationId; optional: query, status, dueDate.
Trigger: when a task is created or updated in GHL.
Actions: map fields (title, status, dueDate) and push to Apotheo.
Endpoint path varies by action; use POST /locations/:locationId/tasks for create/update in Apotheo.
Key fields: taskId, locationId, title, status.
Trigger: on API failure or timeout.
Actions: retry with exponential backoff, log error, alert team.
N/A for retries; implement in your integration layer.
Common fields: errorCode, retryCount, lastAttempt.
Unified task management across platforms improves visibility for your team.
Automations reduce manual data entry and speed up workflows.
Faster onboarding and smoother workflows between GHL and Apotheo.
This glossary defines API, endpoint, authentication, payload, and related terms used in the GHL to Apotheo integration to help you build a solid connection.
Application Programming Interface that enables software components to communicate and share data.
The process of verifying identity to grant access to APIs and protect your data.
A specific URL in the API that performs a defined action or returns data.
The data sent in a request body (usually JSON) to endpoints.
Set up rules to push new tasks into Apotheo automatically as they are created in GHL.
Display task status from both systems in a single view for your team.
Configure triggers to notify stakeholders when task status changes.
Obtain the GHL API key and set it up in Apotheo to authorize requests.
Configure base URL, locationId, and required paths such as /locations/:locationId/tasks/search.
Run test requests, verify responses, and monitor logs to ensure a stable connection.
The Tasks API provides programmatic access to location tasks, enabling you to search, read, and manage tasks from GHL within Apotheo. Use locationId to scope results and map fields to keep both systems aligned. Always handle responses and errors gracefully to maintain data integrity.
OAuth tokens or API keys authenticate requests. If your setup supports OAuth, prefer short-lived tokens with refresh flows. If using API keys, secure storage and regular rotation are essential, and update Apotheo connection settings accordingly.
The primary endpoint shown is POST /locations/:locationId/tasks/search to retrieve tasks by location. Additional endpoints can be added as your integration grows, each with its own required fields and response schemas. Validate inputs and handle pagination when needed.
Test the integration in a staging environment by making sample requests and inspecting responses. Verify data mappings, error handling, and retry logic. Review logs to confirm end-to-end correctness before going live.
Bi-directional sync is feasible with proper field mapping and conflict resolution. Consider using webhooks or polling to keep data synchronized and define a clear source of truth to resolve conflicts.
Security best practices include using OAuth or scoped API keys, TLS for all transmissions, and monitoring access with logs and alerts. Regularly rotate credentials and limit permissions to what’s strictly necessary.
API docs for the Tasks API and your GHL connection are in the developer portal. Review authentication, endpoint schemas, sample requests, and payload formats for precise guidance.
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