Authorize your GHL account to access Tasks API data for Helpwise, enabling seamless task management and sync across systems.
Grant Helpwise permission to use your GHL data for task operations, ensuring secure, reciprocal data flow.
– POST /locations/:locationId/tasks/search (core endpoint used for querying tasks). Endpoints 2-54 are available in the full API reference and can be enabled as needed for advanced workflows.
Trigger: when a new task is created in GHL, automatically create a corresponding task in Helpwise.
Actions: create task in Helpwise, map title, due date, priority, and assignee; initialize status to New.
POST /locations/:locationId/tasks/search
title, dueDate, status, assignee, notes
Trigger: when a task is updated in GHL, push changes to the corresponding Helpwise task.
Actions: update fields in Helpwise (title, due date, status, description).
PUT /locations/:locationId/tasks/{taskId}
taskId, title, status, dueDate
Trigger: when a task is deleted in GHL, remove or archive in Helpwise.
DELETE /locations/:locationId/tasks/{taskId}
taskId
Automate task creation and updates without writing code.
Eliminate manual data entry and reduce errors with synchronized fields.
Get real-time visibility across platforms with instant sync.
Key elements: endpoints, authentication, triggers, and field mappings; processes: setup, test, and deploy.
An application programming interface that lets apps talk to each other and share data.
A real-time notification mechanism that triggers workflows when data changes.
The process of verifying and granting access to a system’s data and actions.
A specific URL path in an API used to access a resource or perform an action.
Route new tasks to Helpwise teams based on keywords and priority detected in GHL.
Use a single trigger to create multiple Helpwise tasks from a list of incoming GHL tasks.
Unify task views across GHL and Helpwise for a single source of truth.
Obtain your GHL API key and Helpwise access token, then store them securely.
Map fields between GHL and Helpwise (title, notes, due date, status, assignee) and set triggers.
Run tests, review logs, and adjust mappings before enabling automated sync.
The GHL Tasks API is a way to access and manage tasks programmatically. Helpwise can act as a consumer of that API to create, update, and track tasks from GHL data. This integration enables teams to manage tasks in Helpwise while keeping GHL data in sync. For setup, obtain API credentials and configure triggers to begin automation.
Authentication typically involves issuing API keys or tokens from GHL and securely storing them in Helpwise. You’ll configure OAuth or token-based authentication, then test the connection to ensure data can flow both ways. Regularly rotate credentials for security.
At minimum, you can use the endpoint that searches tasks to surface items for Helpwise task creation or updates. Additional endpoints can be enabled as needed for full bi-directional syncing, such as create, update, and delete operations.
Two-way sync is possible, but it requires careful mapping and conflict resolution rules. You can choose which system is the source of truth for each field and implement event-driven triggers to keep data aligned.
Map fields like title, description, due date, status, and assignees. Maintain consistent formats and use fallback values where data is missing to ensure reliable sync.
Data transfer uses encryption in transit (TLS) and, when applicable, at rest. Credentials are stored securely, and access is controlled via roles and permissions.
If you need more help, consult the developer docs, reach out to support, or join community forums for tips and best practices.
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Complete Operations Catalog - 126 Actions & Triggers
