Authentication is handled with an API key or OAuth token issued by the Tasks API. Begin by generating credentials in your developer console, then configure the connection in GHL’s integration settings. Use secure storage for tokens and rotate keys regularly.
Geekbot uses a secure API key to authorize requests to the Tasks API. Add the key to your app connection in GHL and restrict scopes to the locations/tasks.readonly scope. Treat the key like a password and rotate it per security policy.
– POST /locations/:locationId/tasks/search: Search and retrieve tasks for a specific location. Use query parameters to filter by status, due date, or assignee.
When a user initiates a conversation in Geekbot, trigger a search against the Tasks API to fetch matching tasks.
Return the results to the Geekbot chat and offer actions such as assign, update, or mark complete.
POST /locations/:locationId/tasks/search
locationId, query, status, dueDate, assignee
Schedule a daily sync to pull new or updated tasks into Geekbot reports.
Push updates to Geekbot dashboards and generate summaries for daily standups.
POST /locations/:locationId/tasks/search
locationId, updatedSince, status
A user asks in Geekbot to find specific tasks and returns results on demand.
Display task details in the chat and offer quick actions (edit, reassign, complete).
POST /locations/:locationId/tasks/search
locationId, query, id, status
Create powerful workflows without writing code. Use visual settings in Geekbot to map prompts to task queries and responses.
Automate routine checks and status updates, reducing manual data entry and errors.
Improve team visibility with live task data surfaced directly in Geekbot conversations.
This section defines common terms and processes used when connecting Geekbot with the Tasks API, to help you implement confidently.
Application Programming Interface; a set of rules that allows apps to talk to each other, exchange data, and perform operations like searching tasks.
The method used to verify identity and authorize access to the Tasks API or Geekbot, typically via API keys or OAuth tokens.
A specific URL in the API that performs a defined action, such as searching for tasks.
A callback mechanism that allows one app to notify another of events in near real-time.
Capture answers in Geekbot and create tasks in the Tasks API automatically, with fields mapped to project, priority, and due date.
Push task status changes back to Geekbot so teams see real-time progress in chat.
Generate a weekly digest from Tasks API and deliver it to Geekbot channels for standups.
Create and configure credentials for the Tasks API, then authorize Geekbot to access the required scope.
Connect the endpoint POST /locations/:locationId/tasks/search and map fields to Geekbot prompts and responses.
Run tests in a sandbox, verify data flow, then deploy to production with monitoring.
The Tasks API lets Geekbot perform searches and retrieve task data to surface in chats. This integration enables task-aware conversations and automated actions based on task information. You can filter by location, status, and due date to tailor results.
Common methods include API keys and OAuth tokens. Generate credentials in the Tasks API developer console and securely store them in GHL. Rotate credentials regularly and limit scopes to only what is needed for the connection to minimize risk.
Yes. Use a sandbox or staging environment in the Tasks API to validate endpoints and data mappings. Mock data can be used and you can monitor responses without impacting live projects.
Basic familiarity with mapping prompts to API calls helps, but you can rely on no-code configuration in Geekbot’s settings for many steps. For advanced flows, a developer can fine-tune field mappings and authentication.
The connection typically shares task details, statuses, due dates, and assignment data. You control which fields get transmitted and you can set permissions to protect sensitive information.
Rate limits depend on your Tasks API plan. Monitor usage via the API dashboard and implement exponential backoff to handle spikes gracefully.
Check the integration logs in GHL and the Tasks API dashboard. Look for authentication errors, endpoint status, and payload mismatches. Enable verbose logging if needed for troubleshooting.
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