GHL Tasks API access requires a scoped API credential. Use scope locations/tasks.readonly to limit access to tasks. Store credentials securely in Formcarry.
In Formcarry, configure the GHL connection by entering the API key or OAuth details provided by GHL. Ensure the scopes align with your needs.
Endpoint 1: POST /locations/:locationId/tasks/search; Endpoint 2: GET /locations/:locationId/tasks/{taskId}; Endpoint 3: POST /locations/:locationId/tasks; Endpoint 4: PUT /locations/:locationId/tasks/{taskId}; Endpoint 5: DELETE /locations/:locationId/tasks/{taskId}.
Trigger: a form submission in Formcarry can initiate a task search or creation in GHL via the REST endpoint.
Actions: create or lookup a task, attach form data as fields, and store task IDs back to Formcarry.
Use POST /locations/:locationId/tasks/search to locate tasks matching submitted form data.
Key fields to map include locationId, taskTitle, dueDate, status, and description.
Trigger: GHL tasks events push to Formcarry via a webhook URL you configure in the Formcarry app.
Actions: update Formcarry records or trigger downstream automations based on task changes.
Webhook handler URL in Formcarry to receive GHL events.
Key fields: eventType, taskId, updatedAt.
Trigger: run a scheduled sync every 15 minutes to pull latest task data.
Actions: compare local form data with GHL tasks and update discrepancies.
Use GET on /locations/:locationId/tasks/{taskId} or search to retrieve tasks during the sync.
Key fields: locationId, lastSyncedAt, taskId.
Automate task creation from form submissions without writing code.
Keep your task data in sync across Formcarry and GHL without manual updates.
Reduce errors and speed up workflows with real time data flow.
Key elements include endpoints, authentication, webhooks, triggers, and data mapping.
Application Programming Interface that enables Formcarry to talk to the GHL Tasks API.
A callback URL that GHL uses to notify Formcarry of events.
A URL that represents a specific API action in the GHL ecosystem.
The process of proving identity and granting access to GHL resources from Formcarry.
Automatically create a new Task in GHL when a user submits a Formcarry form, using the Tasks API.
Update Formcarry records when a task changes status in GHL.
Webhook events drive downstream automations in Formcarry.
Obtain an API key or set up OAuth with the scope locations/tasks.readonly.
Enter the GHL credentials into Formcarry and set the scope to locations/tasks.readonly.
Map form fields to task fields and perform a test run to verify data flow.
The Tasks API lets Formcarry search, create and manage tasks in GHL. Start by creating an API credential in GHL with the locations.tasks.readonly scope, then connect Formcarry using those credentials. This enables Formcarry to read task data and drive automations without writing code in your workflow.
Endpoints expose actions such as search, create, update and delete tasks. In this guide we highlight the search endpoint POST /locations/:locationId/tasks/search and show how to map form fields to task fields. Other endpoints support full CRUD operations.
In Formcarry, enable the GHL connection, submit a test form, and verify that the resulting task data appears in GHL. You can also configure webhooks to receive event updates and check logs on both sides.
API access may require a paid plan on one or both platforms. Check GHL plan requirements for API access and ensure your Formcarry account has permissions to create and manage connections. Trials may be available.
Yes, real time sync via webhooks is possible, or you can schedule periodic polls. Choose the approach that aligns with your team’s needs and network reliability.
Read only access uses locations/tasks.readonly. If you need write access, request additional scopes from your GHL admin and update the Formcarry connection accordingly.
API keys are managed in GHL under developer settings. Generate a key with the desired scopes, copy it into Formcarry, and test the integration to confirm access.
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