Authenticate using your GHL credentials and ensure your app has the locations/tasks.readonly scope. Use API keys or OAuth as supported by your setup.
To connect ClubPlanner to the GHL Tasks API, register ClubPlanner in your GHL developer console, configure redirect URIs if using OAuth, and request the locations/tasks.readonly scope.
Endpoint1: POST /locations/:locationId/tasks/search Endpoint2: Additional endpoints are documented in the API reference and can be wired via your app. Endpoint3: (see API docs) Endpoint4: (see API docs) Endpoint5: (see API docs) Endpoint6: (see API docs) Endpoint7: (see API docs) Endpoint8: (see API docs) Endpoint9: (see API docs) Endpoint10: (see API docs) Endpoint11: (see API docs) Endpoint12: (see API docs) Endpoint13: (see API docs) Endpoint14: (see API docs) Endpoint15: (see API docs) Endpoint16: (see API docs) Endpoint17: (see API docs)
Trigger: Create or update tasks in GHL when actions occur in ClubPlanner.
Actions: sync task name, due date, status, and notes from ClubPlanner to GHL Tasks API.
Method path: Use the Tasks API to search or mutate tasks via the locationId route.
Key fields: locationId, taskName, dueDate, status, assigneeId.
Trigger: ClubPlanner events trigger a webhook that updates GHL tasks.
Actions: push real-time task updates to GHL via the API.
Method path: Use standard create/update endpoints to reflect ClubPlanner changes.
Key fields: taskId, locationId, status, updatedAt.
Trigger: Automations run when ClubPlanner tasks change to drive GHL updates.
Actions: create or update tasks in GHL using the Tasks API as the target.
Method path: Configure a mapped workflow in your automation tool to call POST /locations/:locationId/tasks/search and related endpoints.
Key fields: locationId, taskName, status, dueDate, mappedFields.
Automates repetitive task creation and updates without writing code.
Enables real-time data syncing between ClubPlanner and GHL Tasks API for accurate visibility.
Leverages familiar tools to build workflows quickly with no custom development.
A quick glossary of terms and processes to help you implement the integration.
Application Programming Interface: a set of rules that lets apps talk to GHL’s systems.
The process of granting access to data and endpoints via credentials or OAuth tokens.
A specific URL in the API that performs an action or returns data.
A mechanism for one system to send real-time data to another when events occur.
Automatically generate GHL tasks when new events or milestones are created in ClubPlanner.
Keep status and progress in sync between ClubPlanner and GHL with two-way updates.
Leverage Zapier to route tasks between ClubPlanner and GHL more flexibly using the Tasks API.
Obtain API credentials and grant the locations/tasks.readonly scope to ClubPlanner.
Map ClubPlanner fields to GHL Tasks API fields and set up test tasks.
Run tests, verify data flow, and set up alerts for failures.
You authenticate by providing a client ID/secret or API key from GHL’s developer settings. Use OAuth 2.0 if your setup requires redirect-based authorization. Ensure the ClubPlanner app is granted the locations/tasks.readonly scope and that you refresh tokens regularly. Start in a sandbox environment to validate permissions before going live.
Typical triggers include creation, update, or completion of tasks in ClubPlanner. When these events occur, the integration should call GHL Tasks API endpoints to reflect changes. If a task is deleted, ensure you handle it gracefully in GHL, perhaps marking as canceled rather than deleting, depending on your workflow.
Yes. You can connect without code using automation platforms like Zapier or Make (Integromat). They provide prebuilt connectors for GHL and your app and can call the Tasks API. These tools let you map fields without coding and set up simple triggers to keep data in sync.
Common fields include taskName, locationId, dueDate, status, and assigneeId. You may also map description and notes. Consider using a mapping table to translate between ClubPlanner’s field names and GHL’s Tasks API fields for consistency.
Required permissions typically include locations/tasks.readonly to read tasks; write permissions are optional depending on whether you need to push changes back. Always implement least privilege and request only what’s needed to minimize security risk.
Test by creating a test task in ClubPlanner and verifying it appears in GHL Tasks API with correct fields. Use a staging environment, monitor webhooks, and check API response codes to diagnose issues quickly.
API documentation and endpoints are available in the GHL developer portal. Look for the Tasks API reference under the Location scope. You can also consult the API reference for example requests, error codes, and field mappings to speed setup.
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Complete Operations Catalog - 126 Actions & Triggers
