How to connect LeadExec to Tasks API

A practical guide to linking Tasks API with LeadExec via the Zapier App Connector

Connecting Tasks API with LeadExec: A step-by-step guide

This guide walks you through authentication, endpoint setup, and data mapping to ensure reliable task syncing between LeadExec and Tasks API through the Zapier App Connector.

Authentication for Tasks API

Use OAuth 2.0 with your GHL credentials to securely authorize and sign requests.

LeadExec App Authentication

Create and configure an API key in LeadExec to securely authenticate with the Tasks API.

Tasks API Endpoints Overview

Endpoint 1: POST /locations/:locationId/tasks/search — search tasks within a location; Endpoint 2: GET /locations/:locationId/tasks — list tasks for a location; Endpoint 3: POST /locations/:locationId/tasks — create a new task; Endpoint 4: GET /locations/:locationId/tasks/:taskId — get a specific task; Endpoint 5: PATCH /locations/:locationId/tasks/:taskId — update a task; Endpoint 6: DELETE /locations/:locationId/tasks/:taskId — delete a task; Endpoint 7: GET /locations/:locationId/tasks/summary — get a quick summary of tasks; Endpoint 8: POST /locations/:locationId/tasks/:taskId/notes — add a note to a task; Endpoint 9: GET /locations/:locationId/tasks/:taskId/activities — view task activity log; Endpoint 10: POST /locations/:locationId/tasks/:taskId/attachments — attach files to a task; Endpoint 11: GET /locations/:locationId/tasks/search/advanced — advanced search; Endpoint 12: POST /locations/:locationId/tasks/batch — batch create/update; Endpoint 13: POST /locations/:locationId/tasks/:taskId/complete — mark as complete; Endpoint 14: POST /locations/:locationId/tasks/:taskId/assign — assign a task; Endpoint 15: GET /locations/:locationId/tasks/:taskId/notifications — get notifications; Endpoint 16: POST /locations/:locationId/tasks/:taskId/reminders — set reminders; Endpoint 17: GET /locations/:locationId/tasks/statuses — list statuses; Endpoint 18: GET /locations/:locationId/tasks/search/history — search history; Endpoint 19: POST /locations/:locationId/tasks/import — import tasks; Endpoint 20: GET /locations/:locationId/tasks/export — export tasks; Endpoint 21: POST /locations/:locationId/tasks/merge — merge tasks; Endpoint 22: GET /locations/:locationId/tasks/assignees — get task assignees; Endpoint 23: GET /tasks/health — health check; Endpoint 24: GET /orgs/:orgId/tasks — org-wide tasks; Endpoint 25: GET /users/:userId/tasks — user tasks; Endpoint 26: PUT /locations/:locationId/tasks/:taskId — replace task; Endpoint 27: PATCH /locations/:locationId/tasks/:taskId/status — update status; Endpoint 28: POST /locations/:locationId/tasks/:taskId/notes/bulk — bulk notes; Endpoint 29: GET /locations/:locationId/tasks/search/saved — saved searches; Endpoint 30: POST /locations/:locationId/tasks/automation — run automation; Endpoint 31: GET /locations/:locationId/tasks/summary/export — export summary; Endpoint 32: POST /locations/:locationId/tasks/:taskId/recurrence — recurrence; Endpoint 33: GET /locations/:locationId/tasks/:taskId/history — history; Endpoint 34: POST /locations/:locationId/tasks/:taskId/convert — convert task; Endpoint 35: GET /locations/:locationId/tasks/:taskId/labels — labels; Endpoint 36: POST /locations/:locationId/tasks/:taskId/labels — add labels; Endpoint 37: PUT /tasks/:taskId/labels — update labels; Endpoint 38: DELETE /tasks/:taskId/labels — remove labels; Endpoint 39: GET /locations/:locationId/tasks/stats — stats; Endpoint 40: POST /locations/:locationId/tasks/notes/bulk — bulk notes; Endpoint 41: GET /sync/status — sync status; Endpoint 42: POST /audit/logs/tasks — audit logs; Endpoint 43: GET /reports/tasks — reports; Endpoint 44: GET /locations/:locationId/tasks/overdue — overdue tasks; Endpoint 45: POST /locations/:locationId/tasks/priority — set priority; Endpoint 46: GET /locations/:locationId/tasks/:taskId/attachments/download — download attachments; Endpoint 47: POST /locations/:locationId/tasks/:taskId/attachments/upload — upload attachments; Endpoint 48: GET /tasks/labels/list — list labels; Endpoint 49: GET /tasks/search/suggestions — suggestions; Endpoint 50: GET /locations/:locationId/tasks/count — task count; Endpoint 51: GET /locations/:locationId/tasks/:taskId/permissions — permissions; Endpoint 52: GET /locations/:locationId/tasks/filters — filters; Endpoint 53: POST /locations/:locationId/tasks/:taskId/attachments/preview — preview; Endpoint 54: POST /tasks/validate — validate task payload.

Top 3 connection approaches between Tasks API and LeadExec

1) Real-time sync with triggers

New or updated LeadExec records trigger a sync to Tasks API.

Create or update tasks in Tasks API when LeadExec changes occur.

POST /locations/:locationId/tasks/search

locationId, title, dueDate, status

Top 3 connection approaches between Tasks API and LeadExec

2) Periodic batch sync

Scheduled polling pulls latest tasks from Tasks API to LeadExec.

Update LeadExec task lists with current statuses and due dates.

GET /locations/:locationId/tasks

locationId, taskId, status

Top 3 connection approaches between Tasks API and LeadExec

3) Create tasks from LeadExec events

LeadExec events create new tasks in Tasks API.

Push task payloads to create tasks in Tasks API.

POST /locations/:locationId/tasks

title, locationId, dueDate

No-code benefits of connecting LeadExec with Tasks API

Automate task creation from lead activity without writing code.

Keep data in sync across apps in real time to reduce manual data entry.

Leverage Zapier to customize workflows with minimal setup.

Key terms and glossary

Key concepts include endpoints, triggers, actions, data fields, authentication, and mappings that make the GHL Tasks API integration with LeadExec work smoothly.

API

Application Programming Interface: a defined set of rules for how software components communicate.

Endpoint

A specific URL and HTTP method for a function in an API.

Webhook

A callback mechanism to receive real-time notifications from an external system.

Authentication

The process of verifying identity and granting access.

People also Search for:

Creative ideas for connecting Tasks API with LeadExec

Automate task creation from new leads

Trigger a new task in Tasks API whenever a new LeadExec lead enters the system.

Sync task updates back to LeadExec

Reflect status changes in Tasks API back to LeadExec to keep teams aligned.

Automate reminders and due-date updates

Schedule reminders in Tasks API that trigger follow-ups in LeadExec.

Three steps to connect LeadExec with Tasks API

Authorize access

Grant permission to both apps to communicate securely.

Configure triggers and actions

Map fields and choose endpoints for your workflow.

Test and deploy

Run tests and turn on automation.

Frequently Asked Questions

What is the Tasks API in GHL?

The Tasks API is a set of endpoints that enable programmatic access to LeadExec tasks and related data. It lets you search, create, update, and manage tasks within a specific location. Use the endpoints to automate routine task workflows without manual entry. In this guide, we focus on practical patterns for connecting LeadExec to the Tasks API using a no-code approach via Zapier.

Developer access isn’t always required if you use the Zapier App Connector, which handles authentication and API calls for you. If you do have API credentials, store them securely in a password manager and rotate them regularly. For more advanced setups, you can create a dedicated integration key in LeadExec and grant scoped access to the Tasks API.

Essential endpoints typically include the search endpoint for finding tasks, the create and update endpoints for task management, and endpoints for status, assignment, and reminders. Start with POST /locations/:locationId/tasks/search to locate tasks, then use POST /locations/:locationId/tasks to create and PATCH /locations/:locationId/tasks/:taskId to update.

Authentication is usually done via OAuth 2.0 or API keys. Ensure credentials are stored securely, use scoped tokens, and enable IP restrictions where possible. When testing, avoid exposing credentials in logs and use a disposable sandbox environment.

Yes. Real-time or near-real-time syncing can be achieved with triggers or webhooks. When LeadExec events occur, the Zapier connector can push updates to the Tasks API, and vice versa, depending on how you map triggers.

Rate limits depend on your GHL account and plan. If you anticipate high volume, implement batching, retries with exponential backoff, and caching where appropriate to minimize repeated requests.

Test the connection using a sandbox or test location. Validate credentials, run sample triggers, and verify data is correctly written to the Tasks API. Use logs in Zapier and the API provider to troubleshoot.

New Server SALE!

Due to high volume, we will be upgrading our server soon!

Prices Go UP in:

Days
Hours
Minutes
Seconds

Monthly Access

Full Endpoint Access
$ 49
99
Monthly
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Popular

Annual Access

Full Endpoint Access
$ 37
49
Billed Annually
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Save 25%

Lifetime

Full Endpoint Access
$ 999
99
One-time Fee
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Best Value

🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
Browse Our App Connections

Legal Services

Our Services

Business API
Business API
Calendars API
Calendars API
Contacts API
Contacts API
Conversations API
Conversations API