To access the GHL Tasks API, you’ll need your API key and proper OAuth scopes. The required scope for task read-only access is locations/tasks.readonly, which enables you to search and read tasks within a location.
Pagico uses OAuth 2.0 to authorize access to your tasks, projects, and endpoints. Ensure you grant the proper permissions and scopes to allow reading and writing as needed, starting with locations/tasks.readonly for safe access.
– POST /locations/:locationId/tasks/search — Search for tasks within a location to synchronize. Endpoint1 sample. – Other endpoints are available per API docs; configure them as needed for advanced flows.
Trigger: when a task is created or updated in Pagico, the corresponding task in GHL Tasks API is updated to reflect changes.
Actions: create or update matching tasks in GHL, sync due dates, statuses, and assignees to keep both systems in lockstep.
Main method path used: POST /locations/:locationId/tasks/search to fetch tasks for comparison and sync.
Key fields: locationId, taskId, title, dueDate, status, assignee.
Trigger: a new task is created in GHL, which creates a corresponding task in Pagico.
Actions: map fields (title, due date, priority), attach links, assign to the correct project.
Method path: Pagico create task endpoint (e.g., POST /tasks) used to generate tasks from GHL events.
Key fields: locationId, title, dueDate, status, projectId.
Trigger: status updates in either app propagate to the other.
Method path: use appropriate endpoints to update tasks in both apps; reference Endpoint1 for search and Pagico’s update endpoints.
Key fields: locationId, taskId, status, progress, lastUpdated.
Eliminate manual data entry by syncing tasks automatically.
Real-time visibility into task status across Pagico and GHL.
Faster project delivery with automated triggers and actions.
This glossary defines authentication, endpoints, triggers, actions, mapping, and synchronization concepts used by the Pagico-GHL integration.
A secure authorization framework that enables apps to access resources on behalf of a user.
A specific URL in the GHL or Pagico API that performs an action, such as creating or searching tasks.
A callback mechanism that notifies your integration about events like task updates.
An access boundary that defines what parts of the API your app can interact with.
Create live dashboards in Pagico that reflect GHL task status and due dates.
Automatically route tasks to the right projects and teammates based on triggers.
Keep a synchronized log of all sync actions for compliance.
Grant access to Pagico from GHL using OAuth 2.0 and set the required scopes (locations/tasks.readonly).
Map key fields between Pagico and GHL Tasks API to ensure accurate sync (title, due date, status, assignee).
Run test synchronizations, verify data integrity, then enable automation.
No coding is required for basic sync setups; the connector provides a no-code interface. For advanced workflows, you can leverage conditional logic and simple scripting within the no-code layer. First, authorize, then map basic fields to get started. The goal is to enable automatic synchronization with minimal setup time. If you need custom behavior, consider developer options or supporting documentation to tailor the flow.
You can sync task titles, due dates, statuses, assignees, and projects. Location-based search is supported via the Endpoint1 example. For richer data like tags or custom fields, ensure your Pagico schema supports them and map accordingly in the integration settings.
The connection uses OAuth 2.0 with TLS encryption; credentials are stored securely. Rotate keys regularly and monitor OAuth scopes to minimize exposure. Use secure storage and follow best practices for secret management.
Yes. You can customize mapping rules in the integration settings to control which fields sync and how conflicts are resolved. Use field mapping to align Pagico fields with GHL ones and set up conditional triggers as needed.
If a conflict occurs, the system can be configured to prioritize one side (e.g., last writer wins) or to require a manual reconciliation. Adjust conflict rules in the integration settings to match your workflow.
To test, run a dry-run or sandbox sync, check logs, and verify data integrity. Start with a small dataset to ensure mappings are correct before enabling live sync.
Endpoint documentation is available in the integration docs and API reference. You can also access example requests and responses in the help center or developer portal for quick reference.
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