Authenticate GHL API calls with OAuth 2.0 tokens issued in your GHL developer console. Use Bearer tokens and include the scope locations/tasks.readonly for read-only access.
Zapier handles OAuth 2.0 token exchange to access GHL. Configure the OAuth client in APPNAME, request the locations/tasks.readonly scope, and let Zapier refresh tokens automatically.
Endpoint1: POST /locations/:locationId/tasks/search (primary). Endpoint2: Additional endpoints available as you expand your automation.
Trigger: On-demand search for tasks based on a query.
Actions: retrieve, map, and store task data; push to dashboards or CRM.
POST /locations/:locationId/tasks/search
locationId, query, page, perPage
Trigger: Scheduled pulls (e.g., every 15 minutes) to refresh status lists.
Actions: fetch by status, map fields, update downstream apps.
POST /locations/:locationId/tasks/search
locationId, status, page, perPage
Trigger: On-demand or scheduled filtered searches.
Actions: search with filters, map to fields, create records in your systems.
POST /locations/:locationId/tasks/search
locationId, query, filters, page, perPage
Automate complex workflows without writing code.
Move data between GHL and your apps in minutes with ready-made actions.
Maintain consistent data formats with automatic field mapping.
A quick glossary of terms and core concepts used in integrating GHL with APPNAME.
Application Programming Interface that lets apps interact with GHL resources like tasks, contacts, deals, and more.
Authorization framework used to securely obtain access tokens for API calls.
A specific path in an API that performs a defined action, such as /tasks/search.
A URL that GHL can call to notify your app about events in real time.
Automatically pull tasks and export summary reports to Slack, email, or dashboards.
Sync task status changes to your CRM records for up‑to‑date visibility.
Trigger reminders when due dates approach and assign follow-ups to teammates.
Create and configure the OAuth client in GHL and in APPNAME, then grant permissions to access locations/tasks.readonly.
Define the field mappings between GHL task fields and APPNAME fields to ensure data sync.
Run test tasks, verify data integrity, and enable live automation in your workflows.
GHL Tasks API requires at least read access to retrieve tasks. You must ensure your app has the locations/tasks.readonly scope. Second, secure your OAuth tokens and monitor quota to prevent throttling. Implement backoff strategies for retries and cache results when possible.
Yes. You need GHL developer credentials to configure OAuth and access tokens. If you don’t have a developer account, request access via the GHL developer portal and create an app with the necessary permissions.
Poll frequency depends on your plan and rate limits. Use scheduled triggers to pace requests and avoid throttling. If available, consider webhooks to receive real-time updates instead of polling.
Yes. You can filter by status, due date, labels, and other task fields. Use query parameters in your search call to refine results and reduce payloads.
GHL rate limits apply. If you hit limits, implement exponential backoff and caching, and batch requests where possible. Design your automations to be idempotent to avoid duplicates.
Webhook support varies by GHL plan and endpoints. If webhooks are supported for tasks, configure the callback URL in APPNAME and verify signatures. If not, rely on scheduled pulls and incremental sync.
Common task fields include id, title, status, dueDate, locationId, and createdAt. Map these to APPNAME fields to ensure consistent data across tools and dashboards.
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Complete Operations Catalog - 126 Actions & Triggers
