Authenticate Mateo to the GHL Tasks API using an API key or OAuth credentials. The connection uses the scopes locations/tasks.readonly to limit access and protect data.
Mateo authenticates to GHL using secure credentials to enable bidirectional syncing. Be sure to grant required scopes for reading and writing tasks where appropriate.
Endpoint1: POST /locations/:locationId/tasks/search Endpoint2: POST /locations/:locationId/tasks Endpoint3: PUT /locations/:locationId/tasks/:taskId Endpoint4: GET /locations/:locationId/tasks Endpoint5: DELETE /locations/:locationId/tasks/:taskId Endpoint6: PATCH /locations/:locationId/tasks/:taskId Endpoint7: GET /locations/:locationId/tasks/:taskId Endpoint8: POST /locations/:locationId/tasks/batch Endpoint9: GET /locations/:locationId/tasks/search Endpoint10: POST /locations/:locationId/tasks/advance Endpoint11: GET /status Endpoint12: GET /health Endpoint13: POST /webhooks/gateway Endpoint14: GET /locations Endpoint15: GET /tasks Endpoint16: GET /locations Endpoint17: POST /locations/:locationId/tasks/search
Trigger: A new or updated task for a location in GHL triggers a sync into Mateo.
Actions: Create or update a corresponding Mateo task record to reflect the GHL task data.
POST /locations/:locationId/tasks/search
locationId, taskId, status, dueDate, assignee
Trigger: When GHL task details are updated, Mateo receives the change.
Actions: Update the Mateo task fields to mirror GHL data such as status, priority, and due date.
PUT /locations/:locationId/tasks/:taskId
locationId, taskId, status, priority, dueDate
Trigger: A new task is created in Mateo and should be created in GHL.
Actions: POST to GHL Tasks API to create a new task with mapped fields.
POST /locations/:locationId/tasks
locationId, title, dueDate, status, assignee
Automate task creation and updates without writing code.
Centralized, real-time task data across Mateo and GHL.
Flexible field mapping and robust error handling with retries.
Essential terms and processes to understand when connecting Mateo to the GHL Tasks API, including endpoints, authentication, and data mapping.
A set of internet-facing endpoints and methods that allow Mateo to interact with GHL.
A secure authorization framework used to grant Mateo limited access to GHL resources without sharing passwords.
A specific URL in the GHL API that Mateo can call to perform an action.
A mechanism for real-time notifications from GHL to Mateo.
Generate a daily summary in Mateo of tasks due today pulled from the GHL Tasks API.
Create templates in Mateo that automatically populate GHL task fields when a new task is created.
Regularly compare Mateo records with GHL tasks to catch discrepancies early.
Click connect, select your GHL account, and grant the required scopes (locations/tasks.readonly).
Map GHL task fields to Mateo fields so data sync is accurate and predictable.
Run a test sync, review logs, and enable automatic syncing for ongoing tasks.
The Mateo to GHL Tasks API integration automates task data flow between the two systems. It allows Mateo to create, read, and update tasks in GHL based on triggers and workflows you define. This keeps task status, due dates, and assignees synchronized across platforms. By using the documented endpoints and mapping rules, teams can reduce manual data entry and minimize errors, while maintaining a single source of truth for tasks across Mateo and GHL.
At minimum, Mateo needs access to the task search endpoint to pull tasks: POST /locations/:locationId/tasks/search. Additionally, endpoints to create and update tasks (for two-way syncing) are commonly used, such as POST /locations/:locationId/tasks and PUT /locations/:locationId/tasks/:taskId. Always apply the principle of least privilege by restricting scopes to locations/tasks.readonly where appropriate.
Connections should use secure OAuth2.0 flows or API keys, with HTTPS for all data in transit. Scope and access are limited to what you configure (for example, locations/tasks.readonly for read-only sync). Regular key rotation and secret storage best practices help keep data safe.
Yes. You can customize which fields are mapped between GHL tasks and Mateo, and you can define conditions for when records should sync. Proper field mapping prevents data drift and ensures consistency across systems.
Implement retries with exponential backoff, log errors, and review webhook or API response codes. Use idempotent operations where possible to avoid duplicate records during retry cycles.
No heavy coding is required. The integration is designed for no-code automation through the Zapier App Connector, with configurable mappings and triggers. Some advanced use cases may benefit from minimal scripting, but it is not required.
API limits and quotas are defined in your GHL account documentation. You can monitor usage via the API dashboard and implement rate limiting on Mateo side to stay within those quotas.
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Complete Operations Catalog - 126 Actions & Triggers
