To authorize Protiv to access the GHL Tasks API, configure OAuth credentials and grant the locations tasks.readonly scope. Use the OAuth token or API key provided by GHL and store it securely in Protiv.
Protiv authenticates with GHL using OAuth 2.0 tokens. Tokens should be stored securely and refreshed automatically before expiry.
– POST /locations/:locationId/tasks/search – GET /locations/:locationId/tasks – PATCH /locations/:locationId/tasks/:taskId – Other endpoints are available in the API documentation.
Trigger: a user selects a location in Protiv to fetch matching tasks.
Actions: call the tasks search endpoint and return results to Protiv so you can view and filter tasks by location.
POST /locations/:locationId/tasks/search
Key fields: locationId, searchQuery, limit, page
Trigger: selecting a location loads the full task list.
Actions: perform a GET request to retrieve tasks and display in Protiv.
GET /locations/:locationId/tasks
Key fields: locationId, status, assignee
Actions: PATCH to update task fields and reflect changes in Protiv and GHL.
PATCH /locations/:locationId/tasks/:taskId
Key fields: locationId, taskId, payload
Fast setup with a visual builder and prebuilt actions
No coding required; configure with clicks and templates
Real time data sync between Protiv and GHL across tasks
This glossary introduces core terms used in Protiv GHL connections and the typical data exchange workflows for tasks.
GHL is the CRM and automation platform used to manage locations and tasks via API integrations.
An API endpoint is a specific URL in GHL that you call to perform actions or retrieve data.
The method used to prove identity when connecting Protiv to GHL, typically OAuth tokens.
A mechanism for receiving real time updates from GHL to Protiv.
Set up Protiv to route tasks to teams based on location, priority and status.
Create dynamic filters in Protiv to surface tasks that meet criteria and push alerts.
Keep task updates in sync so changes in GHL reflect in Protiv in near real time.
Create a Protiv app entry in GHL to obtain client id and secret or generate an API key.
Grant the locations/tasks.readonly scope and set up required endpoints.
Run test requests against POST /locations/:locationId/tasks/search and verify responses before going live.
Protiv connects to the GHL Tasks API to retrieve tasks by location and to push updates when needed. This connection uses OAuth 2.0 tokens and the tasks.readonly scope to ensure secure read access. Follow the steps in this guide to set up credentials and test the integration safely. The integration supports searching tasks by location and can be extended to list or update tasks with proper permissions.
The core endpoint used on this page is POST /locations/:locationId/tasks/search to find tasks by location. Other endpoints such as GET /locations/:locationId/tasks and PATCH /locations/:locationId/tasks/:taskId are also available in the API for listing and updating tasks. Use the API documentation to explore additional endpoints.
The typical scope required is locations/tasks.readonly. Depending on your needs, you may request additional scopes. Always follow the principle of least privilege and only request what Protiv requires for your workflow.
To test the connection, generate a test OAuth token, configure it in Protiv, and make a test request to POST /locations/:locationId/tasks/search with a sample locationId. Verify that the response returns task data and that Protiv handles errors gracefully.
Yes, you can retrieve tasks for a single location using GET /locations/:locationId/tasks. If your data set is large, implement pagination and filters to manage results efficiently.
Common issues include invalid credentials, insufficient scopes, or incorrect locationId values. Ensure tokens are valid, scopes are granted, and the locationId exists in GHL. Check network permissions and retry with a fresh token if needed.
For more detailed guidance, refer to the official GHL API documentation and Protiv integration materials. If you run into issues, contact your integration administrator or support channel for assistance.
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