Authenticate requests to the Tasks API using OAuth 2.0 credentials and an API key. Ensure the token has the scope locations/tasks.readonly to view tasks.
Configure secure OAuth flow for the Zapier App Connector to obtain and refresh access tokens for GHL. Tokens are stored securely and renewed automatically.
POST /locations/:locationId/tasks/search — core endpoint for retrieving tasks. Other endpoints are documented in the API reference and can be added as needed.
Trigger: when a new or updated task matches a location-based search criteria.
Actions: run a search, filter by status, due date, or assignee, and return results to Zapier.
POST /locations/:locationId/tasks/search
Required: locationId. Optional: searchQuery, status, dueDate, assignee.
Trigger: new or updated tasks in a specific location.
Actions: retrieve task lists, apply filters, and pass results to Zapier.
GET /locations/:locationId/tasks
Required: locationId. Optional: page, pageSize, updatedAfter.
Trigger: a new task is created in a location.
Actions: create a task with title, description, due date, and assignee.
POST /locations/:locationId/tasks
Required: locationId, title. Optional: description, dueDate, assignee.
Automate task creation from forms, emails, or CRM events without writing code.
Keep task data synchronized across systems and dashboards.
Schedule and trigger updates automatically to reduce manual work.
Understand the terms used in this integration: endpoints, triggers, actions, authentication, and data fields.
A specific URL in the API that you call to perform an operation.
The process of proving identity to access API resources, typically via tokens.
An event in your system that starts an automation in Zapier.
An operation performed as part of a workflow.
Capture form submissions and automatically create tasks in a chosen location.
Bidirectional updates keep tasks in sync with your project boards.
Schedule bulk updates or archiving to streamline cleanup.
Register your app in GHL, generate client credentials, and choose the required scopes.
Use OAuth flow to authorize your app to access Tasks API on behalf of a user or business.
Run test triggers and actions in Zapier to verify data flow.
You authenticate using OAuth 2.0 and API keys. In the Zapier app settings, supply client ID and secret, request the locations/tasks.readonly scope, and authorize. Tokens are renewed automatically as needed. If you hit permission errors, ensure the GHL account has the proper permissions and that the scope was granted.
Basic task search uses POST /locations/:locationId/tasks/search with a JSON body containing locationId and optional filters like status, dueDate, or assignee. Map the API response to Zapier fields to use in subsequent steps.
Yes. Use POST /locations/:locationId/tasks with required title and locationId to create a task. After creation, you can set additional fields such as description, dueDate, and assignee.
locationId is a path parameter that scopes requests to a specific location. Ensure you pass a valid locationId and that your account has access to that location.
For read-only access you need the locations/tasks.readonly scope. If you need write capabilities, request additional scopes and update your token permissions. Ensure the user account has rights to create or modify tasks.
Yes. In Zapier, use the Test Trigger or Run a Sample to validate the connection. Review the API response and map fields to your workflow.
The official API reference for Tasks endpoints is in the GHL developer docs. Navigate to the Tasks API section to see all available endpoints, parameters, and example requests.
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