Authenticate the Tasks API using your GHL credentials and ensure the connection has the locations/tasks.readonly scope enabled to read and search tasks within each location.
Use OAuth 2.0 or an API key issued by Cakemail to authorize the connection, granting access only to the tasks data required by the integration.
POST /locations/:locationId/tasks/search — search tasks for a given location; other endpoints are available in the API documentation for future use and expansion.
Trigger: a new or updated task appears for a location.
Actions: create or update the corresponding task in Cakemail and log the sync.
Endpoint: POST /locations/:locationId/tasks/search
Key fields: locationId, taskId, dueDate
Trigger: a task is assigned to a user.
Actions: push notifications or create a follow-up task in Cakemail.
Endpoint: POST /locations/:locationId/tasks/search
Key fields: locationId, assigneeId, status
Trigger: task status changes to completed or updated.
Actions: update the Cakemail task and notify stakeholders.
Endpoint: POST /locations/:locationId/tasks/search
Key fields: locationId, taskId, status
Fast setup with no custom coding required.
Automates task workflows between the GHL account and Cakemail.
Scales with your team as you add locations and campaigns.
Key elements include endpoints, authentication, triggers, actions, and the mapping of fields between GHL and Cakemail.
A set of endpoints and methods that allow applications to communicate programmatically.
A specific URL path used to access a particular function in an API.
An event that starts an automation or workflow.
An operation performed as part of a workflow in response to a trigger.
Automatically pull tasks from Cakemail into GHL whenever a new order is placed, keeping campaigns and follow-ups synchronized.
Sync overdue or due-today tasks to a daily digest for your team in GHL.
Create a dashboard showing tasks linked to Cakemail campaigns and their current status.
Generate API credentials in GHL and authorize the Cakemail app to access locations/tasks.readonly.
Map the POST /locations/:locationId/tasks/search endpoint to the corresponding fields in Cakemail.
Run a test task search and monitor logs before going live with a full sync.
The Tasks API is used to query and manage tasks across locations, enabling you to search for tasks, retrieve details, and trigger actions in connected apps. It supports a read-only scope for safe, automated reporting and workflow orchestration. This ensures you can build reliable automation without making unintended changes to your data.
Authenticate using your GHL credentials or OAuth flow configured for the Cakemail integration. Ensure the access token or API key has the locations/tasks.readonly scope granted, and rotate credentials regularly to maintain security.
The primary endpoint used is POST /locations/:locationId/tasks/search to locate tasks by location. The API documentation also covers additional endpoints for listing, filtering, and retrieving task details as needed for more advanced automations.
Yes. By including locationId in the request, you can search and filter tasks within a specific location, enabling location-based automations and reporting.
Rate limits depend on your GHL and Cakemail plan. If you hit limits, back off retry intervals and batch requests where possible. Implement robust error handling and exponential backoff in your automation flows.
Check API response codes and error messages, verify credentials and scopes, and confirm the locationId and taskId mappings. Review logs for failed attempts, and test with a small data set before scaling up.
Logs can be viewed in the App Connector dashboard and in your app’s integration logs. Enable detailed logging during testing to capture request payloads, responses, and any errors for faster debugging.
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Complete Operations Catalog - 126 Actions & Triggers
