Authenticate calls to the GHL Tasks API using your API key or OAuth credentials. Include the required authorization headers and the locationId parameter when calling endpoints.
Easify authenticates to the GHL Tasks API using secure tokens. Store credentials safely, rotate keys regularly, and use least privilege access.
– POST /locations/:locationId/tasks/search
Trigger: a user runs a task search in Easify and retrieves data from GHL via the tasks search endpoint.
Actions: map task fields, display results in Easify dashboards, and offer filters for status and due date.
Method path: POST /locations/:locationId/tasks/search
Key fields: locationId, query parameters, and task status
Trigger: new task data in Easify prompts creation in GHL
Actions: send a create task payload to GHL, map title, notes and due date
Method path: POST /locations/:locationId/tasks
Key fields: title, notes, dueDate, locationId
Trigger: task updates in GHL reflect in Easify
Actions: update fields in Easify from GHL and keep synchronized
Method path: PATCH /locations/:locationId/tasks/:taskId
Key fields: taskId, status, lastModified
Automate workflows without writing any code
Keep data in sync between Easify and the GHL Tasks API
Scale automation quickly with ready to use endpoints and triggers
This glossary covers API endpoints, triggers, actions and field mappings used to connect GHL Tasks API with Easify
Definition: a URL and HTTP method used to perform a specific action against a service
Definition: an event that starts a workflow or data sync
Definition: an operation carried out in response to a trigger
Definition: mapping data fields between GHL and Easify
Automatically tag tasks based on project and assign to team in Easify
Keep tasks in sync between GHL and Easify with near real time updates
Create dashboards in Easify that report on GHL task metrics
Obtain API keys or OAuth tokens and verify access to location data
Enter base URL and map endpoints such as POST /locations/:locationId/tasks/search
Run test requests, review responses and monitor syncing in Easify
This integration lets Easify connect to the GHL Tasks API to pull tasks and drive automations without writing code. You can fetch data using the tasks search endpoint based on location, then map fields for use in Easify workflows. Use this to build task driven automations and dashboards. You can customize triggers and actions to fit your workflows and monitor results in your Easify view.
No coding is required to set up the connection. The built in connectors handle authentication and data mapping. You can configure triggers, actions and field mappings through the Easify UI. If you prefer deeper customization, you can review endpoint docs and adjust payloads and mappings as needed.
Start with the tasks search endpoint to verify connectivity and data retrieval. This proves location based access and query parameters work as expected. Then add creation and update endpoints to enable full bidirectional automation as your needs grow.
Authentication can use API keys or OAuth tokens. Ensure the credentials have the proper scope to access location data and task resources. Store credentials securely, rotate them regularly, and apply least privilege access.
Yes, you can map fields such as title, notes, dueDate, status and locationId. Ensure the data types align between GHL and Easify. Use field mapping to drive consistent task records across both systems.
To test the connection use the Easify UI to send sample requests to the Tasks API. Check responses and error messages, then review logs and status indicators in the integration panel. Test with a real location to confirm end to end syncing.
Sync status can be viewed in the Easify integration area where you monitor recent runs and failures. You can also enable webhooks or polling based on your preferences. Regularly review the logs to catch and fix any data mismatches quickly.
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Complete Operations Catalog - 126 Actions & Triggers
