Authorize access to the Tasks API by generating a secure API key or configuring OAuth, then grant Atlas AI Revenue Engine the minimum required scopes to read and manage tasks.
Ensure Atlas AI Revenue Engine is securely authenticated when talking to GHL; store credentials safely and rotate keys regularly.
Endpoint1: POST /locations/:locationId/tasks/search — Retrieve tasks matching location filter. Other endpoints are currently not documented in this page.
Trigger: A task is created or updated in Atlas AI Revenue Engine, automatically reflect the change in the GHL Tasks list.
Actions: Map fields and push create/update calls to GHL; maintain idempotency.
Method path: Use the Tasks search endpoint to pull task data, then upsert in GHL via standard create/update calls.
Key fields: task_id, title, status, due_date, locationId
Trigger: Nightly or hourly batch job to reconcile differences between systems.
Actions: Full or delta fetch of tasks and upsert to GHL; handle conflicts gracefully.
Method path: Use batch-friendly fetch (date range filters) and then upsert results.
Key fields: task_id, updated_at
Trigger: Atlas AI Revenue Engine publishes a webhook on task changes.
Actions: Create or update corresponding tasks in GHL; apply field mappings consistently.
Key fields: task_id, last_modified
Automate routine task creation and tracking without writing code.
Gain end-to-end visibility of tasks across systems in a single view.
Speed up deployments with reusable templates and mappings.
A quick glossary of terms used in this guide, including API key, endpoint, webhook, delta sync, idempotent operations, and field mapping.
A unique credential used to authenticate requests from Atlas AI Revenue Engine to the GHL Tasks API.
A HTTP callback that sends real-time task updates from Atlas AI Revenue Engine to GHL when configured.
A URL path on the GHL API that performs a specific action, such as retrieving or upserting tasks.
A subset of changes since the last successful sync used to optimize data transfer.
Automatically create follow-up tasks in GHL when Atlas AI Revenue Engine detects a client interaction.
Route tasks to teammates based on AI-driven scoring and workload balance.
Create tasks aligned with forecasted opportunities and milestones.
Generate and securely store API keys or set up OAuth with the minimum required scopes.
Define how Atlas AI Revenue Engine fields map to GHL Task fields and specify the endpoint usage.
Run tests, verify data integrity, and deploy the integration with monitoring.
No heavy coding is required thanks to no-code tooling and ready-made templates. Use the GHL API endpoints and Atlas AI Revenue Engine mappings to set up automated task syncing. If you need a custom flow, a lightweight automation script can be added, but most users can complete this with built-in connectors.
Permissions should grant read access to tasks and the ability to upsert tasks. Limit scopes to what is necessary to reduce risk and follow least-privilege best practices.
Webhooks provide real-time updates. When a task changes in Atlas AI Revenue Engine, a webhook fires to GHL, triggering updates locally. Ensure webhook endpoints are secured and validated.
Yes. You can map fields such as title, due date, status, and assignee to fit your workflow. Use consistent data types and test thoroughly.
Deleted items are typically synchronized as a status change or a dedicated delete event, depending on how you configure the integration. Consider soft deletes to preserve history.
Polling cadence depends on your needs. Common patterns are every 5-15 minutes for near-real-time updates or hourly checks for batch sync.
API keys are found in your GHL account settings. Rotate keys regularly and store them securely, using vaults or encrypted storage.
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Complete Operations Catalog - 126 Actions & Triggers
