Obtain your API credentials from the GHL developer dashboard and grant the necessary permissions for location task data to enable secure access.
Provide your Epos Now credentials and approve the integration so GHL can push and pull tasks between systems.
POST /locations/:locationId/tasks/search — used to locate and sync tasks by location. The page focuses on this endpoint; other endpoints are documented as needed.
Trigger: a new or updated task in Epos Now initiates a sync to GHL to keep task records current.
Actions: create or update corresponding tasks in Epos Now and reflect status changes in GHL dashboards.
Endpoint path: POST /locations/:locationId/tasks/search
Key fields include locationId, taskId, status, dueDate, and title for accurate mapping.
Trigger: task status changes in GHL are pushed to Epos Now to keep both systems aligned.
Actions: update task fields in Epos Now and push status and notes back to GHL.
Endpoint path: POST /locations/:locationId/tasks/search
Key fields: locationId, taskId, status, lastUpdated
Trigger: new tasks created in Epos Now automatically create corresponding tasks in GHL
Actions: push new task data from Epos Now to GHL and set initial status
Endpoint path: POST /locations/:locationId/tasks/search
Key fields: locationId, taskName, dueDate, priority, description
No‑code automation lets you set up integrations quickly using triggers and actions.
Prebuilt endpoint mappings reduce setup time and complexity.
Bi-directional sync helps keep data consistent across both systems.
Key elements include endpoints, triggers, actions, and field mappings used to move task data between GHL and Epos Now.
A URL and HTTP method that allows a system to access a specific resource or action like creating, reading, updating, or deleting data.
An event that starts a workflow, such as a new or updated task in either system.
A callback endpoint that the other system uses to notify changes in real time.
The process of aligning and translating fields between GHL and Epos Now to ensure data integrity.
Auto‑sync task status from Epos Now to GHL to reflect in dashboards and reports.
Create tasks in GHL whenever new work is created in Epos Now to ensure visibility.
Map custom fields from Epos Now to GHL task fields for richer data and reporting.
Generate a GHL API key and ensure Epos Now has permission to access tasks in the desired location.
Define how task fields map between GHL and Epos Now and configure triggers and actions.
Test the data flow end‑to‑end and then deploy to production with monitoring.
The connection uses REST APIs over TLS. You authenticate with an API key or OAuth credentials from the GHL dashboard, and the Epos Now app validates permissions for task data. Connections are encrypted in transit and logs can be reviewed for auditing. You can rotate credentials and monitor access through the GHL dashboard for ongoing security.
Only the endpoints needed for task syncing are enabled by default. The primary endpoint is the search endpoint used to create or update tasks in GHL and Epos Now. You can enable additional endpoints if your workflow expands.
Common mapped fields include task title, status, due date, location, and notes. You can customize mappings to fit your data model in both systems.
This integration is designed to be low code. Most setups are completed through the UI, with optional scripting for complex transformations.
Yes, two-way sync is supported with careful field mapping and conflict handling. Plan for latency and retries.
Use the built‑in test mode and sandbox endpoints. Validate by simulating creates, updates, and deletes, then review results in both dashboards.
View logs in the GHL and Epos Now dashboards or use webhook payloads to diagnose issues. Enable verbose logging if needed.
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Complete Operations Catalog - 126 Actions & Triggers
