To access the Tasks API, set up authentication using your GHL API key or OAuth token and approve the locations.tasks.readonly scope.
In Zapier, configure the App Connector to securely store credentials and use OAuth 2.0 where available, ensuring tokens are refreshed automatically.
– POST /locations/:locationId/tasks/search — search tasks by location – GET /locations/:locationId/tasks/:taskId — retrieve a single task – POST /locations/:locationId/tasks — create a new task
Trigger: New search results for a given location
Actions: Return matching tasks, apply filters, and sync results to downstream apps
POST /locations/:locationId/tasks/search
locationId, query, filters (status, dueDate)
Trigger: Retrieve a single task by ID
Actions: Pull task details and sync fields back to Zapier
GET /locations/:locationId/tasks/:taskId
locationId, taskId
Trigger: New task created in Zapier
Actions: Create a task in GHL when triggered, with title, due date, and assignee
POST /locations/:locationId/tasks
locationId, title, dueDate, assignee
Automate task workflows without writing code.
Speed up data syncing between GHL and your automation workflows.
Build multi-step processes with triggers and actions across apps.
Key elements include endpoints, triggers, actions, and fields used to manage tasks across GHL and Zapier.
The GHL API is the programmable interface that lets you securely read and modify data in your GHL account.
A specific URL path and HTTP method used to perform an operation on data.
An event in GHL that starts an automation in Zapier.
An operation performed in response to a trigger to modify or create data.
Capture new leads and automatically create location-scoped tasks with assigned owners.
Keep task status in sync between GHL and other project tools in real time.
Trigger reminders when a task is near due, using location data.
Obtain GHL API keys or OAuth tokens and configure OAuth in the Zapier App Connector.
Add endpoint mappings and test calls to validate data flow.
Enable the Zap and monitor task sync for accuracy and reliability.
The Tasks API uses the locations/tasks.readonly scope, which allows read-only access to tasks within a location. It enables search and retrieval capabilities but not creation or modification of tasks. If you need to modify tasks, you would require different scopes and permissions from GHL. In this setup, you can build powerful read-driven automations and reporting workflows.
OAuth 2.0 or API key-based authentication can be used to access the GHL API. The Zapier App Connector can store and refresh tokens automatically where supported. Depending on your security requirements, you may choose API keys for server-to-server calls or OAuth for user-consented access. Ensure tokens are kept secret and rotated regularly.
For proximity-based queries, you’ll primarily use the search endpoint for tasks by location: POST /locations/:locationId/tasks/search. You can also retrieve tasks by ID (GET /locations/:locationId/tasks/:taskId). Additional endpoints exist for creating tasks and batch operations. Test calls validate you’re returning the expected results.
With the read-only scope, creating, updating, or deleting tasks is not permitted. You can build read-driven automation, reports, and alerts. If you need write access, request additional scopes from GHL and adjust your Zapier app configuration accordingly.
Security is built into the integration through TLS encryption in transit and secure storage of credentials in the Zapier App Connector. GHL API keys and OAuth tokens should be kept confidential, rotated regularly, and accessed only by authorized services. Regular security audits and following best practices help protect data.
To test your connection, perform a sandbox call to a read endpoint like the search endpoint for a sample location. Verify the response structure, authentication, and rate limits. Use Zapier’s built-in test features to verify triggers and actions return expected data.
Documentation for the Tasks API is available on the GHL Developer Portal. Look for the API reference under Tasks and Proximity sections. The docs provide endpoint details, required scopes, and example payloads to help you build integrations.
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