Use the approved authentication method for the Tasks API: API keys or OAuth 2.0. Store tokens securely in Zapier and refresh as needed.
Saleshandy requires user-consented OAuth or API keys to authorize access. Use scoped tokens as defined for the integration and keep credentials secure.
Primary endpoint: POST /locations/:locationId/tasks/search. Additional endpoints are available in the API reference for advanced workflows.
Trigger: when a user searches for tasks by location in Saleshandy, fetch results from the Tasks API.
Actions: map locationId and searchQuery, return task results, and update task statuses in GHL as needed.
POST /locations/:locationId/tasks/search
locationId, searchQuery, page, pageSize
Trigger: a new task is created in Saleshandy.
Actions: create or upsert a corresponding task in GHL, including title, due date, and assignee.
POST /locations/:locationId/tasks/search
locationId, taskName, dueDate, assignee
Trigger: bulk import by criteria (status, due date range) in Saleshandy.
Actions: fetch results, push to GHL, apply filters and update multiple tasks at once.
POST /locations/:locationId/tasks/search
locationId, status, dueDateFrom, dueDateTo
Automate task syncing without writing code using Zapier and the GHL Tasks API.
Centralize data flow between Saleshandy and your CRM in a visual, no-code workflow.
Reduce manual data entry and prevent duplicates through automated field mapping.
This glossary explains core terms used in the GHL Tasks API integration with Saleshandy.
A specific URL and HTTP method that performs a defined action in the API.
The process of verifying identity and authorizing access to the API.
A secure authorization framework that issues tokens to grant limited access to resources.
Constraints on how many API requests can be made in a given time window.
Automatically generate Saleshandy tasks from sales calls or notes captured in your CRM via the Tasks API.
Sync task status changes in real-time between Saleshandy and your CRM to keep everyone aligned.
Aggregate weekly tasks into a compact summary payload for standups and reporting.
Authenticate Saleshandy with OAuth 2.0 in your GHL account, granting the required scopes for task access.
Create field mappings between Saleshandy and GHL task fields (locationId, name, status, dueDate, assignee).
Run end-to-end tests to verify data flow, then enable automation for production use.
The Tasks API in GHL exposes endpoints that let you search, retrieve, and manage tasks associated with a location. It enables programmatic access to task data for automated workflows with Saleshandy. By using the API, you can build custom automations without manual entry.
No code is required to start with Zapier connected workflows between Saleshandy and the Tasks API. The platform provides a visual builder to map data, trigger actions, and automate sequences. For advanced use, you can extend with custom filters or additional steps in your Zapier workflows.
You can choose API keys for simple integrations or OAuth 2.0 for user-consented access. OAuth 2.0 is recommended when you need ongoing access with user permissions, while API keys are suitable for service-to-service connections. Always keep tokens secure and follow scope requirements.
Historical data can be pulled if your Saleshandy workflows have access to the relevant time range endpoints. You may need to migrate past tasks in batches and apply mappings to preserve data integrity during the initial sync.
Field mapping is done in your Zapier action settings. Match Saleshandy fields (task name, due date, status, assignee, locationId) to the corresponding GHL task fields. Validate mappings with a test run to ensure data lands correctly.
Rate limits apply per API and per project. If you hit limits, implement retries with backoff in your Zapier workflow and consider batching requests where possible.
Endpoint documentation is available in the Tasks API reference. Start from the primary endpoint POST /locations/:locationId/tasks/search and explore additional endpoints as needed for your automation needs.
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