To access the Tasks API from Formlets, you’ll authenticate via OAuth 2.0 and grant permissions to your GHL account. Tokens should be stored securely in your Zapier app.
Formlets uses its standard OAuth 2.0 flow to connect to GHL and obtain access tokens for the Tasks API.
POST /locations/:locationId/tasks/search — search tasks for a location.
Trigger a task search when a user submits a Formlets form.
Action: call the Tasks API search endpoint to fetch matching tasks.
POST /locations/:locationId/tasks/search
Required: locationId and search criteria (e.g., status, assignee, due date).
Trigger: new form submission creates a task in GHL.
Action: post to create a task via the Tasks API endpoint (when available) or update an existing task.
POST /locations/:locationId/tasks
Fields: locationId, title, notes, dueDate, priority.
Trigger: batch form submissions enqueue a mass import.
Action: loop through submissions and create tasks via the API.
POST /locations/:locationId/tasks/batch
Fields: locationId, array of task objects.
Build end-to-end task workflows without writing code.
Automate data capture and task updates across locations.
Keep your team aligned with real-time task visibility.
Key components and typical processes when connecting GHL Tasks API to Formlets via Zapier App Connector.
A specific URL path and HTTP method used to perform an action against the GHL API.
The method used to prove identity and authorize access to API resources.
A standard authorization framework to obtain access tokens on behalf of a user.
A numeric identifier for a business location in GHL.
Capture form submissions and create tasks in GHL via the Tasks API.
Push back updates to Formlets as work progresses.
Import large batches of tasks from forms into GHL.
Authorize Formlets to access your GHL account.
Configure triggers in Formlets to start flows.
Map Formlets form fields to GHL Task fields.
No-code setup overview and tips.
The Tasks API allows reading tasks, searching, and filtering by location and status.
Authentication uses OAuth 2.0; you may also use API keys depending on configuration.
Yes, you can filter by locationId to scope results.
Test in a safe sandbox environment with sample data.
Endpoint availability and rate limits vary by plan; check docs.
API keys are managed in your GHL developer portal.
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