To authenticate, obtain your GHL API credentials (API key or OAuth token) and grant the CIM app the locations/tasks.readonly scope. Store credentials securely and rotate them regularly.
In the CIM connection setup, select your GHL connection and authorize CIM to access your GHL data. Approve the requested permissions so CIM can read location task data and perform updates as needed.
Endpoint 1: POST /locations/:locationId/tasks/search — Search and fetch tasks within a location. Required scope: locations/tasks.readonly. This endpoint is used to locate tasks that CIM can synchronize with GHL. Other endpoints related to task creation, updates, or deletion are not listed on this page.
Trigger: A new or updated CIM task is created.
Action: Create or update a corresponding GHL task via the Tasks API.
POST /locations/:locationId/tasks/search
Required fields: locationId, task_title, due_date, status
Trigger: A GHL task is updated.
Actions: Update the corresponding CIM task fields to reflect status changes.
PATCH /locations/:locationId/tasks/:taskId
Required fields: taskId, locationId, status
Trigger: A new GHL task is created.
Actions: Create a corresponding CIM task with mapped fields.
POST /locations/:locationId/tasks
Required fields: locationId, title, dueDate
Fast setup with drag-and-drop builders and ready-made templates.
No custom scripting required; maintenance is minimal and updates are automatic.
Scalable cross-app workflows that grow with your team.
This section defines the core elements and processes you will use: endpoints, scopes, authentication, triggers, and actions that connect CIM with the GHL Tasks API.
A set of rules that allows two applications to communicate and exchange data securely.
A specific URL path exposed by an API that performs a defined operation.
An authorization framework that lets apps access user data without sharing passwords.
A callback URL that receives event notifications when something happens in an integrated app.
Automatically create or mirror CIM tasks in GHL to maintain alignment across teams and systems.
Keep CIM and GHL task statuses in sync so teams always see the latest updates.
Expose GHL task details inside the CIM UI for fast decision making.
In CIM, add a new GHL connection and authorize access to the tasks endpoints.
Define how CIM fields map to GHL Task fields and specify your locationId.
Run a test, review logs, and set up alerts for sync failures.
CIM is a no-code workflow automation layer that connects your tools and data. In this guide, CIM helps you link your CIM Tasks API to GHL so teams can automate task management across both platforms. Two-way sync is supported for status updates and task creation. The CIM interface provides visual builders to map data without writing code. The integration uses secure authentication and scoped access to protect your data.
No coding is required. The CIM App Connector provides drag-and-drop configuration to connect CIM with GHL. You can set up triggers, actions, and mappings through the UI. Advanced users can customize mappings, but basic integrations work with no code.
The primary endpoint shown on this page is POST /locations/:locationId/tasks/search with the locations/tasks.readonly scope for reading tasks. Additional endpoints may be used behind the scenes for updates or creations, depending on your mapping. Always refer to your connected GHL account for exact endpoint usage.
Yes. Use test connections or a sandbox location where available to validate triggers, actions, and mappings. Review logs and responses from CIM and GHL to verify that data flows correctly before going live.
You must grant CIM the locations/tasks.readonly scope to read tasks (and additional read/write scopes if you enable updates). Ensure the API credentials are stored securely and rotated regularly.
Authenticate with GHL using API keys or OAuth tokens, then connect CIM by choosing the GHL connection and granting the requested permissions. Use service accounts or personal credentials as appropriate and keep tokens secret.
Rate limits depend on your GHL plan. Check the GHL API documentation and your account’s usage in the connected CIM app to avoid hitting limits. Implement retries with backoff in your flows.
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Complete Operations Catalog - 126 Actions & Triggers
