To begin, generate a GHL API key with the locations/tasks.readonly scope and store it securely. Use a bearer token in Authorization headers for every request.
Register your application in the Tasks API console, obtain a client ID and secret, and exchange them for access tokens. Rotate credentials regularly.
Endpoint 1: POST /locations/:locationId/tasks/search; Other endpoints: not disclosed in this page.
Trigger: When a task is created or updated in Tasks API, trigger a search in QuoteMachine to refresh status and notes.
Actions: map fields, push status, attach quotes, and update quoted amounts.
POST /locations/:locationId/tasks/search
Key fields: locationId, taskId, status, dueDate, and quoteId mapping
Trigger: QuoteMachine sends webhook on price changes to prompt Tasks API to adjust tasks accordingly.
Actions: update task notes, attach quotes, adjust due dates.
N/A or Webhook endpoint configured in GHL
Key fields: webhookId, eventType, payload data
Trigger: Scheduled batch runs pull task data and synchronize quotes daily.
Actions: bulk upsert tasks, reconcile IDs, and create audit logs.
POST /locations/:locationId/tasks/batch_sync
Key fields: locationId, batchId, timestamp, status mapping
Eliminate manual data entry by syncing quotes and tasks automatically.
Shorten cycle times with automated task creation from quotes.
Improve accuracy with consistent field mapping and validation.
A quick glossary of essential terms used in this integration guide.
A unit of work assigned to a user, created in Tasks API and referenced in quotes.
A call-back mechanism that sends real-time events from one system to another.
A credential used to authorize API requests to a service.
A single operation that processes multiple records to keep data aligned.
Automatically generate tasks when a quote reaches a certain stage, reducing manual entry.
Sync progress from tasks back to quotes to keep stakeholders informed.
Trigger reminder tasks or follow-ups when quotes lag behind pipeline timing.
Collect your GHL API key (locations/tasks.readonly) and Tasks API client credentials in a secure vault.
Set up the required endpoint paths and data mappings in your integration tool.
Run tests with sample quotes and tasks, verify data integrity, then deploy to production.
Both systems use API keys or OAuth tokens for authentication. In GHL, generate a key with the locations/tasks.readonly scope. In Tasks API, create an app and obtain client credentials. Store credentials securely and rotate regularly.
The primary endpoints are search and batch sync. In this page we show POST /locations/:locationId/tasks/search as a core example. Others can be added as needed.
Yes. Tools like Zapier or Integromat can orchestrate the flow, but you can also implement direct API calls within your app if you prefer code-free automation.
Use field mappings to align task fields with quote fields. Consider required fields like locationId, taskId, status, dueDate, and quoteId.
Yes. Webhooks or periodic sync can trigger updates when events occur in either system.
Implement retries, data validation, and conflict resolution rules. Maintain a single source of truth and log changes.
API keys and credentials are managed in their respective dashboards. Follow security best practices and rotate every 90–180 days.
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