Use OAuth 2.0 with the scope locations/tasks.readonly to grant Zapier access to search and read tasks for a location.
Zapier App Connector authenticates with the Tasks API using OAuth 2.0 or API keys. Ensure you authorize with the required scope and keep credentials secure.
Primary endpoint: POST /locations/:locationId/tasks/search. Other endpoints are available but not shown here.
Trigger: When a new task is created or an existing one is updated.
Actions: Run a search to fetch tasks, filter by status, assignee, or due date.
POST /locations/:locationId/tasks/search
Required: locationId. Optional: filters like status, due_date, and assigned_to.
Trigger: Task created or updated in GHL
Actions: Create Task, Update Task, or search to verify results
POST /locations/:locationId/tasks
locationId, title, due_date, status, assignee_id
Trigger: Bulk update tasks
Actions: Bulk search, bulk update
PATCH /locations/:locationId/tasks/bulk
locationId, task_ids, update_fields
Automate repetitive task management without writing code
Keep data in sync across apps in real time
Build custom dashboards and alerts with ease
This glossary defines OAuth, endpoints, triggers, actions, and fields you will encounter when integrating Tasks API with the Zapier App Connector.
A secure authorization framework that grants limited access to the Tasks API without sharing user credentials.
A specific URL path exposed by the API to perform an operation.
An event that starts an automation in Zapier or GHL.
A task performed in response to a trigger, such as create or update a record.
Automatically create a task in a location when a new lead is added to your CRM via Zapier.
Link support tickets to existing tasks so teams stay aligned.
Send a daily digest of tasks across locations to your team.
Authorize Zapier App Connector to access Tasks API with the required scope locations/tasks.readonly.
Select the trigger new or updated task and map actions such as search, create, or update using the API.
Test data mappings and deploy the Zap once validation passes.
The primary search endpoint is POST /locations/:locationId/tasks/search. You pass locationId and any filters to narrow results. In Zapier, map relevant fields and handle pagination with page and pageSize to iterate through results.
Authentication uses OAuth 2.0. You will authorize the Zapier App Connector to access the Tasks API with a scoped token. Do not share credentials and rotate tokens regularly.
Required scope is locations/tasks.readonly to allow read access for searching tasks. Additional scopes may be needed for updates depending on your app configuration.
No heavy coding is required. The Zapier App Connector provides triggers and actions that map to Tasks API endpoints, enabling a no code or low code setup.
Sample requests and responses are provided in the connector docs and can be copied into your Zap templates during testing.
Use the built in test feature in Zapier to simulate data flow, verify field mappings, and confirm end-to-end connectivity before deployment.
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Complete Operations Catalog - 126 Actions & Triggers
