Authenticate requests to the Tasks API using your GHL API key and OAuth as required. Securely store credentials and rotate keys regularly to minimize risk.
iDecide authenticates to the Tasks API via OAuth 2.0 tokens or API keys. Ensure the app has proper scopes and tokens refresh automatically.
Primary endpoint used: POST /locations/:locationId/tasks/search to retrieve tasks. Other endpoints appear in configuration as needed and are documented within the connector setup.
Trigger: When a task search is initiated in GHL to pull matching tasks into iDecide.
Actions: Return task data to iDecide, create or update tasks, and map fields for consistent reporting.
POST /locations/:locationId/tasks/search
locationId, query, page, perPage, sort
Trigger: When a specific task detail is requested from GHL and needs to be shown in iDecide.
Actions: Fetch task details and map fields to iDecide’s data model.
GET /locations/:locationId/tasks/{taskId}
locationId, taskId
Trigger: A new or updated task in iDecide should be reflected in GHL.
Actions: Create or update tasks in GHL via the API, keeping fields in sync.
POST /locations/:locationId/tasks
locationId, title, dueDate, status, assignee
Faster task syncing without custom development
Unified data across GHL and iDecide for clearer reporting
Automated triggers and actions to reduce manual data entry
Understand API authentication, endpoints, field mappings, and testing practices to ensure a reliable integration.
Application Programming Interface: a set of rules that lets apps communicate and exchange data.
A specific URL in an API that performs an action or returns data.
Processes used to verify identity before granting access to data.
A URL that receives real-time data updates from another system.
Configure triggers so new tasks in iDecide automatically generate corresponding tasks in GHL using the search or create endpoints and map fields for seamless visibility.
Set up two-way syncing so status changes in GHL reflect back in iDecide, keeping teams aligned across platforms.
Leverage webhooks to push task events to iDecide immediately, reducing latency and manual refreshes.
Acquire GHL API keys, verify the locations/tasks.readonly scope, and configure the Zapier app connection securely.
Create field mappings between GHL task fields and iDecide data models, and connect the POST /locations/:locationId/tasks/search endpoint.
Run end-to-end tests to verify data flow, handle errors, and then enable automation in production.
You’ll authenticate with your GHL API credentials, typically using an API key and OAuth flows where required. Store keys securely and rotate them on a schedule. For iDecide, ensure tokens are valid and refreshed automatically to maintain uninterrupted access. If you suspect a breach, regenerate keys and update your connectors immediately. In practice, use a secure vault and limit permissions to the minimum needed scopes.
The primary endpoint used is POST /locations/:locationId/tasks/search, which retrieves tasks based on location and query parameters. The request includes locationId and your search criteria. Response data can then be mapped to iDecide fields. You can add additional endpoints as needed for details or updates, depending on your workflow.
Field mapping ties GHL task properties to iDecide fields (for example, title, dueDate, status). Use consistent data types and formats, and test mappings with sample records to ensure accurate transfer. Maintain a changelog of mappings as you evolve the integration to prevent data drift.
Yes, with appropriate endpoints and triggers. You can create or update tasks in GHL when actions occur in iDecide, ensuring both systems reflect the latest state. Implement clear conflict resolution rules to handle discrepancies in status or ownership.
GHL APIs typically impose rate limits; plan for retries and backoff in case of throttling. Use idempotent requests where possible and implement error handling to gracefully recover from transient issues.
If a token expires, rely on the refresh mechanism provided by OAuth or reissue a new API key. Ensure your connector gracefully re-authenticates and retries failed requests without duplicating data.
Use a sandbox or test environment to validate API calls, field mappings, and automation logic. Run end-to-end tests, then gradually deploy to production with monitoring to catch any anomalies early.
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Complete Operations Catalog - 126 Actions & Triggers
