Access to the Tasks API requires secure credentials. Use OAuth 2.0 tokens or a dedicated API key, rotate them regularly, and store them securely.
Formitize accepts API tokens for integration requests. Generate a token, apply it to requests, and use least-privilege permissions.
Endpoint 1: POST /locations/:locationId/tasks/search. Endpoints 2–17 are referenced for future expansions; currently documented ones are shown above.
Trigger: when a new task is created in the GHL Tasks API, a corresponding task is created in Formitize.
Actions: create the Formitize task with mapped fields, set due dates, and assign to the correct Formitize user.
Endpoint used: POST /locations/:locationId/tasks/search to locate or create matching tasks.
Key fields: locationId, taskName, dueDate, status
Trigger: when a Formitize task status changes, update the corresponding GHL Tasks API task.
Actions: update status, add notes, and synchronize assignee when applicable.
Endpoint used: POST /locations/:locationId/tasks/update
Key fields: locationId, taskId, status
Trigger: completed tasks generate summary data in Formitize for dashboards and reporting.
Actions: generate reports, export metrics, and push insights to GHL dashboards when available.
Endpoint used: POST /locations/:locationId/tasks/report
Key fields: locationId, taskId, reportDate
Automate task creation and updates without writing a line of code.
Maintain a single source of truth with synchronized data across GHL and Formitize.
Speed up onboarding and reduce manual errors through a frictionless integration.
Understand the core terms we use: API, endpoints, authentication, webhooks, payloads, and how they map between the Tasks API and Formitize.
Application Programming Interface: a set of rules that lets software systems talk to each other and exchange data.
A specific URL path in an API that performs a defined action, such as searching for tasks or updating status.
The process of verifying identity to grant access to API resources.
A mechanism for APIs to notify your app when events occur, enabling real-time integrations.
Automatically push new Tasks API records from GHL into Formitize and assign to the correct Formitize user.
Send a daily summary of tasks to Formitize dashboards for quick review.
Automatically generate stakeholder-friendly reports in Formitize and surface key updates in GHL.
Create API credentials in GHL, grant permissions, and securely store them for Formitize.
Align Task API fields with Formitize fields (locationId, taskId, status, dueDate) for accurate sync.
Run end-to-end tests, verify logs, and monitor the integration after go-live.
You will authenticate using OAuth tokens or a dedicated API key for the Tasks API. Keep credentials secure and rotate them regularly. For Formitize, use an API token with the least-privilege access. Both systems should validate and refresh tokens as needed to maintain uninterrupted connectivity.
Initially, start with endpoint 1 (search) to locate or create matching tasks. As you extend the integration, you can add endpoints for updating tasks and reporting. The exact mappings depend on your workflow and how you want data to flow between systems.
Yes. By mapping fields between GHL and Formitize, you can tailor which data gets synced (task name, due date, status, assignee). Use mapping rules to transform values as needed during the sync.
Test in a staging environment with sample tasks. Review API responses, verify payloads, and confirm that triggers fire as expected. Use logs to debug and adjust mappings before going live.
If a sync fails, review the API error messages, retry with exponential backoff, and check credentials. Implement alerting so you’re notified when a failure occurs and can take corrective action quickly.
No extensive coding is required. This guide is designed for no-code or low-code setups, leveraging endpoint mappings, webhooks, and automation rules.
Use built-in logs and dashboards in GHL and Formitize, or connect to your preferred monitoring tool to track sync status, latency, and error rates.
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