To authorize calls to the Tasks API you will use a secure API key or OAuth token. Treat credentials as sensitive and rotate them regularly.
Rankr authenticates with the Tasks API using signed tokens and restricted scopes. Keep credentials safe and limit access to authorized users.
Primary endpoint used: POST /locations/:locationId/tasks/search. Other endpoints are available in the API documentation.
Trigger: When a location is updated in Rankr, fetch tasks for that location to keep data synced.
Actions: Run a search via POST /locations/:locationId/tasks/search and map fields like id, title, status, and dueDate into Rankr.
POST /locations/:locationId/tasks/search
KEY_FIELDS: id, locationId, title, status, dueDate, priority
Trigger: Real-time updates from Rankr push to GHL when a task changes state
Actions: Create or update GHL tasks based on Rankr events and map fields accordingly
POST /locations/:locationId/tasks/search
KEY_FIELDS: id, locationId, title, status, updatedAt
Trigger: Daily batch sync to aggregate and export task data for dashboards
Actions: Bulk fetch, upsert tasks in GHL, generate summary reports and export formats
POST /locations/:locationId/tasks/search
KEY_FIELDS: id, locationId, status, updatedAt
No-code setup means you can connect Rankr to the Tasks API in minutes without writing a line of code
Automations run automatically, reducing manual data entry and human error
Scalability with flexible field mapping and webhooks for growing teams
A quick glossary of core terms and processes used when connecting Rankr with the Tasks API including Location, Task, Endpoint, Authentication, and Field Mapping.
A defined area in your Rankr account used to group and locate tasks.
An individual item in Rankr that can be created, updated, or retrieved via the API.
Security method used to prove identity and authorize API requests, such as API keys or OAuth tokens.
A URL path for interacting with the Tasks API that specifies the resource and action.
Set up a trigger in Rankr to automatically create corresponding Tasks API tasks when important events occur, ensuring up to date task lists.
Schedule regular synchronizations to feed fresh data into dashboards and reports without manual imports.
Define mirrored fields and conflict rules to keep Rankr and Tasks API data consistent across systems.
Collect API keys, set scopes to locations/tasks.readonly, and test access to the endpoint.
Map Rankr fields to Tasks API fields and define the location context for searches.
Run tests, review logs, confirm data integrity, then enable automation in production.
The Tasks API exposes a set of endpoints designed for task management, with the primary entry point for searching tasks by location being POST /locations/:locationId/tasks/search. You can explore additional endpoints in the official API docs to extend functionality. In this Rankr integration, the focus is on retrieving tasks by location and syncing key fields for visibility and reporting. This keeps your data aligned across systems without manual imports. The structure supports filters like location, status, and date fields to tailor results to your needs.
No code is not mandatory. The integration is designed to work in a no-code environment using prebuilt connectors and token-based authentication. If you choose to code, you can customize advanced mappings and automations. For most users, the no-code path provides fast setup with reliable syncing between Rankr and the Tasks API.
Secure authentication relies on API keys or OAuth tokens with scoped access. Keep credentials confidential, rotate keys periodically, and use least-privilege permissions. For Rankr you should assign the locations.tasks.readonly scope where appropriate to limit exposure while enabling necessary reads. Regularly review token lifetimes and revoke unused credentials.
Yes. Real-time updates can be configured to push task changes from Rankr to GHL or vice versa, depending on the event triggers you enable. This enables dashboards and notifications to reflect the latest task state without manual refreshes. Ensure webhook limits and rate controls align with your usage.
Common mappings include id, locationId, title, status, dueDate, and updatedAt. You may also bring in priority or custom fields if your setup requires. Consistent field names across systems simplify maintenance and reduce data gaps during syncs.
No-code benefits include rapid setup, drag-and-drop configuration, and automated data flows between Rankr and the Tasks API. You can achieve substantial automation without writing code, while still retaining the option to customize mappings and logic if needed.
Testing should start with a sandbox or staging environment. Use sample credentials and run end-to-end tests that cover authentication, endpoint calls, and field mappings. Validate data integrity, monitor logs, and gradually promote to production after confirming stable performance.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers