Get your Tasks API credentials and configure OAuth2 or an API key in Moloni to establish a secure connection.
Authorize Moloni to allow the Tasks API to access your data and set up any required service accounts or permission scopes.
– POST /locations/:locationId/tasks/search — search for tasks within a specific location. (Example usage in Moloni integration.)
Trigger: a new task in Tasks API automatically creates a corresponding Moloni task.
Actions: map fields (title, due date, status), then create and synchronize in Moloni.
Method: POST; Path: /locations/:locationId/tasks/search
Key fields: locationId, taskId, title, dueDate, status
Trigger: updates in Tasks API reflect back to Moloni tasks.
Actions: sync changes, keep IDs aligned, handle conflicts.
Method: PATCH; Path: /locations/:locationId/tasks/{taskId}
Key fields: locationId, taskId, status, updatedAt
Trigger: task detail changes in either system trigger updates in the other.
Actions: keep fields in sync, implement conflict resolution, and log changes.
Method: GET; Path: /locations/:locationId/tasks/{taskId}
Key fields: locationId, taskId, lastModified
Automate task creation from Moloni orders to reduce manual data entry.
Achieve real-time task sync between Moloni and the Tasks API to improve visibility.
Centralize task management in Moloni while leveraging the Tasks API for automation.
A quick glossary of elements: API endpoints, authentication, triggers, field mappings, and error handling you’ll use when wiring Moloni with the Tasks API.
Application Programming Interface — a set of rules that lets apps talk to each other and exchange data.
A notification mechanism that informs your app when an event occurs in another service.
Authorization framework that lets apps access data securely on behalf of a user.
A specific URL in an API that performs an action or retrieves data.
When a Moloni order is placed, automatically generate a corresponding Tasks item to keep teams aligned.
Push status changes or notes from Tasks into Moloni to maintain a single source of truth.
Trigger tasks from Moloni inventory events and feed updates back into Tasks API.
Obtain credentials and authorize Moloni to access the Tasks API.
Create mappings for task fields (title, due date, status, notes).
Run tests in a sandbox, validate data, then go live.
No code is required for basic setup. Use the Moloni UI or your integration platform to connect accounts. For advanced mappings, you can add optional steps or automations. Start with the endpoints shown above and test in a sandbox.
You can sync core fields like title, due date, status, and notes. Attachment handling and custom fields depend on your account plan.
The connection uses encrypted transport (HTTPS) and supported auth methods. Review permissions and scopes to minimize exposure.
Enable logs, check error codes, verify location IDs and IDs match across apps, and re-run the connector in debug mode.
Yes. You can adjust field mappings and enable/disable specific sync directions in the setup screen.
If you exceed rate limits, wait and retry with exponential backoff, or upgrade your plan if needed; monitoring tools help prevent spikes.
View logs in Moloni and the Tasks API dashboard, and enable webhook listeners to capture events.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
