Authenticate to GHL’s Tasks API from Estimate Rocket using a secure API key and token-based access. Keep scopes tight to locations/tasks.readonly.
Establish a trusted connection from Estimate Rocket to GHL with OAuth2 or API key-based credentials, and confirm scope permissions.
– POST /locations/:locationId/tasks/search — Retrieve tasks for a given location. Additional endpoints are available in the API docs but are not required for this page.
Trigger: A new estimate is created in Estimate Rocket, initiating a lookup of related tasks in GHL to auto-fill item details.
Actions: Use POST /locations/:locationId/tasks/search to fetch tasks, map taskName, dueDate, and status to estimate line items, and create or update the estimate accordingly.
POST /locations/:locationId/tasks/search
Required fields: locationId, status, dueDate, taskName
Trigger: When a task is marked complete in GHL, update the corresponding estimate in Estimate Rocket.
Actions: Retrieve completed tasks, push status and completion dates back to the estimate, and maintain bidirectional data integrity.
POST /locations/:locationId/tasks/search
Key fields: taskId, locationId, status
Trigger: An estimate item creates a corresponding task in GHL.
Actions: Create or duplicate tasks via the Tasks API using data from estimate line items.
POST /locations/:locationId/tasks/search
Key fields: locationId, taskName, dueDate
Zero-code setup with the Zapier app connector to link the Tasks API and Estimate Rocket.
Real-time data syncing and error monitoring without writing code.
Scales to teams with centralized task management and streamlined workflows.
A concise glossary of terms used in this integration: GHL, API, endpoint, authentication, OAuth, token, locationId, and data mapping.
GHL refers to the GoHighLevel platform’s API ecosystem, shortened here to GHL.
A specific URL and HTTP method used to perform an action against the API.
A standard authorization framework enabling secure access to APIs.
Permissions granted to an app to access certain resources within the API.
Automatically assign priorities to tasks based on estimate details and due dates, and feed this into the estimate line items.
Show guided prompts when milestones are reached to update estimates and keep teams aligned.
Keep estimates and tasks in perfect sync by reflecting changes in near real-time across both systems.
1) Connect GHL credentials and Estimate Rocket account in Zapier.
2) Map Tasks API fields to Estimate items and align locationId with your workspace.
3) Run tests, review logs, and go live with your integration.
The Tasks API provides access to task data within GHL, which you can surface in Estimate Rocket to enrich estimates with task context. This integration helps keep estimates aligned with actual work items tracked in GHL. By connecting through Zapier, you can automate the transfer and mapping of task details to your Estimate Rocket estimates without writing code.
Authentication typically uses a secure API key and token-based access, with optional OAuth2 for user-level authorization. You should minimize scopes to only what is needed (locations/tasks.readonly) and rotate credentials regularly to maintain security.
The primary endpoint used in this flow is POST /locations/:locationId/tasks/search, which retrieves tasks for a given location. Other endpoints exist in the API but are not required for the core estimate-task workflow on this page.
Yes, you can set up listeners or triggers so that updates in GHL (like task completion) push corresponding updates to Estimate Rocket estimates. Real-time syncing depends on your Zapier plan and the polling frequency configured in the Zap.
No coding is required if you use the Zapier app connector. You define the triggers, actions, and field mappings in a visual workflow that links the Tasks API to Estimate Rocket.
Common scopes include locations/tasks.readonly to read task data. If you need to push updates, you may require write permissions on the relevant endpoints or corresponding apps.
To test, run a dry-run in Zapier, verify the data mapping between task fields and estimate items, and monitor the task activity logs. Validate that created, updated, or completed statuses reflect correctly in Estimate Rocket before going live.
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Complete Operations Catalog - 126 Actions & Triggers
