Set up your GHL API credentials for the Tasks API and configure scopes to access tasks data.
Grant Recras permission to exchange data with your GHL account and generate API tokens.
– POST /locations/:locationId/tasks/search — search tasks for a location\n- GET /locations/:locationId/tasks/:taskId — retrieve a task\n- POST /locations/:locationId/tasks — create a task\n- PUT /locations/:locationId/tasks/:taskId — update a task\n(End points listed are representative; adapt as needed to your Recras setup).
Trigger: a new task in GHL Tasks triggers a corresponding Recras task.
Action: create or update a Recras task with mapped fields.
POST /locations/:locationId/tasks/search
title, dueDate, status, locationId
Trigger: a Recras task is updated; sync to GHL.
Action: update GHL task fields (title, dueDate, status) from Recras.
GET /locations/:locationId/tasks/:taskId
title, dueDate, status
Trigger: new client in Recras creates a contact in GHL
Action: create or update a GHL contact from Recras client data
POST /contacts
email, name, phone
Automate booking-related tasks without writing a line of code.
Bidirectional data sync saves time and reduces manual updates.
Centralized client and booking data live in one workflow.
glossary of terms, data flows, endpoints, triggers, actions, and field mappings used to connect Recras to the Tasks API.
An event in Recras or GHL that starts an automation.
An operation performed in response to a trigger.
A URL path used to access a specific API function.
Aligning data fields between Recras and the GHL Tasks API.
Automatically generate Recras tasks when a GHL event occurs.
Push changes from Recras to GHL so teams stay aligned.
Run nightly checks to ensure data parity between systems.
Generate and configure API keys for Tasks API and Recras with proper scopes.
Map relevant task fields and client data between Recras and Tasks API.
Test all triggers and actions in a staging environment before going live.
To secure connections, use OAuth tokens or API keys and restrict scopes to the minimum needed. Rotate credentials regularly and store them securely. Use webhook signing where supported and enable IP whitelisting if available.\nRegular security reviews help prevent unauthorized access and ensure compliance.
No-code is possible with Zapier App Connector. You can set up triggers and actions using a visual workflow designer. For advanced scenarios, you may add custom fields or conditional logic within Zap steps.
For basic sync, start with endpoints that create, read, and update tasks. Use the search endpoint to fetch tasks by location, then map key fields. Gradually expand to include status or due date updates as needed.
Yes. Field mappings can be customized to match your data schema, including nested fields. Use transformation steps in Zapier or a middleware layer if needed.
Implement retry logic and error handling within your workflow. Use exponential backoff and log errors for troubleshooting. Ensure idempotency to avoid duplicate records.
The integration can slot into existing workflows with careful mapping. Reuse triggers and actions where possible and test for compatibility before deployment.
API rate limits vary by plan. Monitor usage, implement exponential backoff, and batch requests when possible to stay within limits.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
