GHL uses secure tokens to authorize requests to the Tasks API. Use OAuth 2.0 or an API key with the scope locations/tasks.readonly to limit access.
EdApp uses token-based or OAuth-based authentication to securely call the Tasks API. Store credentials securely and rotate them regularly.
– POST /locations/:locationId/tasks/search — search and retrieve tasks for a location. – More endpoints are documented in the API reference.
Triggered when a user opens the EdApp tasks screen or initiates a search to fetch latest results.
EdApp sends a search request to the Tasks API and updates the task list in real time.
POST /locations/:locationId/tasks/search
locationId, searchQuery, pageSize, sortField, sortDirection
EdApp creates or edits tasks, triggering synchronization to GHL.
Map EdApp task fields to GHL task fields and upsert using the same endpoint.
POST /locations/:locationId/tasks/search
locationId, taskId, title, status, dueDate
Use read-only queries to pull data for dashboards.
Aggregate task data in EdApp reports and map fields for charts and insights.
POST /locations/:locationId/tasks/search
locationId, lastUpdated
Faster time-to-value with a no-code setup that avoids custom development.
Easily maintainable automation with built-in error handling and retries.
Reusable templates for quick deployment across EdApp and other GHL endpoints.
This glossary defines core elements and processes used in connecting EdApp to the GHL Tasks API.
A defined URL and HTTP method that performs a specific action in the GHL Tasks API.
An authorization framework that grants secure access to APIs.
A callback URL that receives events in near real-time.
The data included in an API request or response.
Automatically pull task status into EdApp dashboards for learners and instructors.
Trigger new tasks in EdApp when GHL changes occur, such as new assignments.
Show only relevant tasks to each learner based on course, location, or role.
Obtain credentials, set scopes, and test the connection in a sandbox.
Decide which task fields to sync and how they appear in EdApp tasks.
Enable automatic syncing, set retry policies, and monitor logs for failures.
No coding is required to set up EdApp with the Tasks API using the no-code connector. The interface guides you through authentication, endpoint selection, and field mapping. If you have specialized needs, there are advanced options to customize payloads without writing code. For power users, optional scripting can be used to fine-tune complex data transformations, but it is not required for a basic connection.
The connection is secured with industry-standard encryption and token-based authentication. OAuth 2.0 or API keys are used with scoped access (for example locations/tasks.readonly) to minimize risk. Regular token rotation and least-privilege access help keep your data safe. Additionally, all data in transit is protected, and you can enable monitoring and alerts for unusual activity.
Available endpoints include core actions like POST /locations/:locationId/tasks/search to retrieve tasks for a location. Depending on your plan, additional endpoints may be exposed for creating, updating, or querying tasks. Always refer to the API reference for the complete list and current capabilities. If an endpoint you need isn’t listed yet, you can request access or use the provided search endpoint with appropriate payloads.
Yes. EdApp can push updates to GHL by upserting or updating task records via the designated endpoints. You’ll map EdApp fields to GHL task fields and trigger upserts when tasks are created or changed. Ensure your payloads align with the API schema to avoid duplicates. Two-way synchronization is achievable with proper mapping and conflict resolution rules set in your workflow.
Testing is done in a sandbox or test environment where you can simulate real user actions. Validate authentication, endpoint responses, and data mappings. Use test tasks and verify that EdApp reflects updates from GHL and vice versa. Review logs and set up test alerts to catch failures before going live.
Required permissions typically include read access to tasks (locations/tasks.readonly) and any write permissions if you plan to update or create tasks. Apply least-privilege principles and rotate credentials regularly. Ensure roles in EdApp and GHL align with the actions your integration will perform.
Monitoring is done via the connector dashboard and API logs. Look for sync status, last successful sync time, error messages, and retry counts. Set up alerts for failures and establish a rollback plan in case of data discrepancies. Regular health checks help maintain smooth operation of the EdApp and Tasks API connection.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
