Authenticate to the GHL Tasks API using OAuth 2.0 to obtain an access token. Include the token in the Authorization header for every request and ensure your app requests the locations/tasks.readonly scope to view tasks safely.
Zapier handles app authentication through OAuth 2.0 or API keys depending on your setup. Configure APPNAME with the proper credentials and scopes so it can securely call GHL endpoints on your behalf.
– Endpoint1: POST /locations/:locationId/tasks/search – Endpoint2: GET /locations/:locationId/tasks/{taskId} – Endpoint3: POST /locations/:locationId/tasks – Endpoint4: PATCH /locations/:locationId/tasks/{taskId} – Endpoint5: DELETE /locations/:locationId/tasks/{taskId} – Endpoint6: GET /locations/:locationId/tasks – Endpoint7: POST /locations/:locationId/tasks/bulk – Endpoint8: PATCH /locations/:locationId/tasks/batch – Endpoint9: GET /locations/:locationId/tasks/completed – Endpoint10: GET /locations/:locationId/tasks/pending – Endpoint11: GET /locations/:locationId/tasks/overdue – Endpoint12: PUT /locations/:locationId/tasks/{taskId} – Endpoint13: POST /locations/:locationId/tasks/{taskId}/assign – Endpoint14: POST /locations/:locationId/tasks/{taskId}/notes – Endpoint15: GET /locations/:locationId/tasks/{taskId}/notes – Endpoint16: POST /locations/:locationId/tasks/{taskId}/comments – Endpoint17: GET /locations/:locationId/tasks/{taskId}/history
Trigger: A new lead or event in APPNAME starts a workflow. Use this to create a corresponding task in GHL.
Action: Call the GHL Tasks API to create a new task in a specific location with title, due date, and notes.
Endpoint: POST /locations/:locationId/tasks
Key mappings: locationId, title, dueDate, notes, assignee
Trigger: A task status changes in APPNAME.
Actions: Use PATCH to update the task status in GHL.
Endpoint: PATCH /locations/:locationId/tasks/{taskId}
Required: taskId, status
Trigger: A task is marked as complete in APPNAME.
Actions: Update completion state in GHL via a PATCH call.
Endpoint: PATCH /locations/:locationId/tasks/{taskId}/complete
Required: taskId, completedAt
Build powerful workflows without writing code using Zapier automations that interact with GHL Tasks API.
Keep task data in sync in real time between GHL and APPNAME across teams.
Set up quick, guided integrations with prebuilt triggers and actions.
Definitions for common terms used in this integration, including location, endpoint, trigger, action, and task, plus how they map between GHL and APPNAME.
A workspace or context within GHL where tasks and related data live.
An event in APPNAME that initiates an automation workflow or action in GHL.
A specific API URL you call (GET, POST, PATCH, DELETE) to perform an action.
OAuth 2.0 is the standard used to authorize access to GHL APIs and the Zapier App Connector.
Automatically create welcome tasks in GHL when a new user signs up through APPNAME.
Send timely reminders to assignees before due dates to improve task completion rates.
Automatically create audit tasks to track changes and provide clear accountability.
Obtain the Client ID and Secret for OAuth or an API key from GHL and configure APPNAME to use them securely.
Enter credentials in APPNAME, select the locations/tasks.readonly scope, and test the connection.
Run end‑to‑end tests to confirm task creation, updates, and retrieval work as expected.
The GHL Tasks API (DoubleTick) lets you create, read, update, and delete tasks within a GHL location. It’s designed to be used with automation tools like the Zapier App Connector to streamline task management without manual data entry. This guide covers how to authenticate, what endpoints exist, and how to map data between GHL and APPNAME for no‑code workflows. If you’re just getting started, focus on the core endpoints such as creating tasks, searching tasks, and updating task status to build a solid automation layer.
Yes. You can implement no‑code automations using Zapier App Connector to trigger actions in GHL based on events in APPNAME (and vice versa). You’ll configure triggers, actions, and data mappings without writing code, using the endpoints exposed by the GHL Tasks API.
Key endpoints include POST /locations/:locationId/tasks/search for querying tasks, POST /locations/:locationId/tasks for creating tasks, and PATCH /locations/:locationId/tasks/{taskId} to update tasks. Additional endpoints cover bulk operations and task notes. Refer to the endpoint list in this guide for a complete view.
Authentication is handled with OAuth 2.0. You’ll obtain an access token and supply it in the Authorization header for each request. Ensure APPNAME is configured with the correct client credentials and scopes.
The typical scope required for read-only task access is locations/tasks.readonly. For create or update operations, you’ll need write permissions such as locations/tasks (or explicit write scopes) granted to APPNAME and the GHL connection.
Two‑way sync is possible by pairing triggers in APPNAME with PATCH/POST calls in GHL to keep task state aligned. You can implement bi-directional updates so changes in GHL reflect in APPNAME and vice versa.
Endpoint documentation is available in the GHL developer docs and in the Zapier App Connector setup guides. The endpoint list above highlights commonly used routes; more details are provided in the official API reference.
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