To use the Tasks API, you’ll authenticate requests with your GHL account via OAuth 2.0 and scoped access. Retrieve access tokens from your GHL developer console and securely store them in Zapier.
Zapier stores your GHL authentication securely and refreshes tokens automatically. Ensure your Zapier connection is active and authorized to access the Tasks API.
Endpoint 1: POST /locations/:locationId/tasks/search — search tasks by location. Endpoint 2-54: Additional endpoints are available in the API docs and may be used in other pages; not all are required for this guide.
Trigger: A new task is created in the Zapier-connected app and a corresponding task is created in GHL at a specified location.
Actions: Create a task in GHL, populate title, due date, status, and notes; optionally assign to a user.
POST /locations/:locationId/tasks/search
Required: locationId, title, dueDate, status. Optional: description, startDate, assigneeId.
Trigger: Updates to a GHL task in a location push updates back to the connected app.
Actions: Push task status, due date, and notes back to the app; keep fields in sync.
PUT /locations/:locationId/tasks/:taskId
Required: locationId, taskId, status. Optional: dueDate, title, notes.
Trigger: Form submission in the app creates a GHL task.
Actions: Create a task in a location with data captured from the form.
POST /locations/:locationId/tasks
locationId, title, dueDate, status
Automate repetitive task creation and updates without writing code.
Real-time data sync between GHL and your app to keep teams aligned.
Flexible, visual workflow building with Zapier triggers and actions.
Key elements include endpoints, authentication, triggers, actions, and data mapping between GHL’s Tasks API and Zapier App Connector.
A specific URL path and HTTP method used to perform an action against the GHL API.
Methods used to securely prove identity and permissions (OAuth tokens, API keys) when calling the API.
A unique identifier for a GHL location used to scope data per location.
A unit of work in GHL representing assignments to be completed.
Turn new lead events into actionable tasks in GHL to ensure timely follow-ups.
Map form responses to task fields such as title, due date, and assignee.
Schedule recurring tasks based on user input or events.
Create a secure connection between GHL Tasks API and Zapier App Connector and authorize access.
Set up field mappings, filters, and specific triggers and actions for your workflow.
Run end-to-end tests and enable automation in production.
No coding is required. The Zapier App Connector provides a visual interface to connect GHL Tasks API endpoints without writing code. Use Zapier’s triggers and actions to map data between your app and GHL. Test the connection by running a sample Zap to create a task in GHL from a form submission or CRM event and verify the created record appears in the target location.
For common tasks you’ll typically use Endpoint 1 (POST /locations/:locationId/tasks/search) to fetch tasks, plus the create (POST /locations/:locationId/tasks) and update (PUT /locations/:locationId/tasks/:taskId) endpoints as needed. Not every endpoint is used in every page; refer to the API docs for full coverage.
Authentication is handled via OAuth 2.0 with GHL tokens. In Zapier, connect the GHL account to create and refresh access tokens automatically. Keep your credentials secure and ensure the connected app has the required scopes.
Yes. You can map custom fields to task properties such as title, dueDate, status, priority, and additional notes. Use Zapier’s data mapper to align your form or CRM fields with GHL Task fields.
There are standard rate limits for API calls. Plan your Zaps to batch requests where possible and implement simple retries with exponential backoff to handle transient errors gracefully.
Test using Zapier’s built-in test features and by running a live workflow with a sample lead or form submission. Validate that tasks are created/updated in the correct location with accurate fields.
Enable logging and monitor Zap runs for failures. Use retries, handle field validation errors, and implement alerts to catch issues early. Maintain clear mapping and error messages for quick debugging.
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