Authenticate your GHL account to access the Tasks API with the correct scope locations/tasks.readonly. Obtain an access token and securely store it for subsequent calls.
ChartMogul connects to GHL using API credentials. Ensure you grant the locations/tasks.readonly scope and configure the integration in the ChartMogul dashboard.
POST /locations/:locationId/tasks/search (primary endpoint used to query tasks).
Trigger when a new or updated task exists in ChartMogul to initiate a Task search inside GHL.
Create or update the corresponding GHL task, attaching ChartMogul metadata for traceability.
POST /locations/:locationId/tasks/search
locationId, taskName, dueDate, status, priority, notes
Hourly or daily batch to pull ChartMogul tasks and sync to GHL.
Upsert tasks in GHL with updated fields from ChartMogul; handle retries and conflicts.
POST /locations/:locationId/tasks/search
locationId, taskName, status, dueDate
Manual trigger to fetch and sync tasks for a specific location when needed.
Create or update GHL tasks, log results, and alert on failures.
POST /locations/:locationId/tasks/search
locationId, taskName, status, updatedAt
Automate cross-app task syncing without writing code.
Reduce manual data entry and errors through seamless data flows.
Improve visibility and accountability with real-time task status updates.
Key elements include API endpoints, authentication, triggers, actions, and data mappings. Processes cover field mapping, error handling, retries, and cadence of synchronization.
An Application Programming Interface that defines how software components communicate with each other.
A specific URL in an API that you call to perform a function, such as searching tasks.
The process of verifying identity and securing access to a service.
A logical grouping or workspace in GHL where tasks or data reside.
Set up a scheduled workflow to pull ChartMogul tasks every week and push updates to GHL.
Notify your team when a sync fails, with actionable error details.
Ensure task status in ChartMogul and GHL stay in sync with real-time updates.
Obtain OAuth credentials and grant the locations/tasks.readonly scope to enable access.
Map ChartMogul fields to GHL task fields for accurate sync.
Run tests, review logs, and deploy the integration to production.
The Tasks API connection requires the locations/tasks.readonly scope on your GHL account. Authenticate to obtain an access token and grant this scope to enable reading task data. Ensure your app credentials are kept secure and refreshed as needed. In addition, verify that the ChartMogul integration is authorized to access the GHL Tasks API so tasks can be queried and synced without errors.
Yes. You can map ChartMogul fields to corresponding GHL task fields (name, status, due date, notes, etc.). Customize how fields merge to prevent duplicates and ensure data integrity during sync. If a field is missing, you can create a fallback mapping or transform data before it’s saved in GHL.
Automatic syncing can be scheduled (e.g., hourly or daily). The cadence depends on your plan and API rate limits. You can also trigger manual sync on demand. Review the logs to confirm success and adjust the cadence if needed.
On failure, the system logs the error and retries according to your retry policy. You’ll be alerted so you can investigate and fix the root cause. Persist any failed records for later reprocessing.
No coding is required for the core integration. Use the no-code connector, triggers, and actions to map fields and set up the sync. Some basic configuration and data mapping are recommended.
The primary endpoint used is POST /locations/:locationId/tasks/search. Depending on your workflow you may reference additional endpoints for lookups or updates, but this page centers on the Tasks search endpoint for fetching tasks.
You can view sync history and logs from the integration dashboard. Look for run timestamps, success/failure status, and error messages to diagnose issues quickly.
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Complete Operations Catalog - 126 Actions & Triggers
