To use the Tasks API with SignUpAnywhere you will authenticate with your GHL API credentials and request tokens using the defined scope locations/tasks.readonly. Secure storage of tokens is essential.
SignUpAnywhere authenticates to GHL using OAuth 2.0 client credentials or API keys as configured. Ensure your app has the required permissions to read location tasks.
The following endpoints are relevant to this page. Use Endpoint1 as a starting point and extend as needed for your workflow.
Trigger: a new signup is added in SignUpAnywhere
Actions: create a task in the chosen location with details from the signup record
Endpoint: POST /locations/:locationId/tasks/search
Key fields: locationId, taskName, dueDate, signupSource
Trigger: signup status updates in SignUpAnywhere
Actions: update task details in Tasks API when signup data changes
Endpoint: PATCH /locations/:locationId/tasks/{taskId}
Key fields: locationId, taskId, status, lastUpdated
Trigger: daily sync job runs
Actions: upsert multiple tasks in Tasks API from SignUpAnywhere data
Endpoint: POST /locations/:locationId/tasks/batch
Key fields: locationId, tasksList, batchSize
Automate task creation from signup events without writing code
Keep SignUpAnywhere and location task data in sync in real time
Reduce manual data entry and improve close rates through faster task handling
This glossary explains the main elements used in the integration, including endpoints, triggers, actions, and data fields.
A specific URL path that performs an action in the server, such as creating or searching a task in the Tasks API.
A process to verify identity and authorize access to the GHL API and the SignUpAnywhere app.
A notification trigger that informs SignUpAnywhere of changes in the Tasks API data or vice versa.
An authorization framework allowing SignUpAnywhere to access GHL resources securely without sharing passwords.
Create a welcome task in the right location when a new signup occurs to accelerate onboarding.
Automatically generate follow up tasks for the sales or onboarding team.
Aggregate task data into a daily report for management review.
Register SignUpAnywhere in GHL and obtain client credentials with the required scope for tasks.readonly.
Authorize the app and perform a test call to POST /locations/:locationId/tasks/search to validate access.
Move to production, monitor syncs, and refine mappings as needed.
The integration connects SignUpAnywhere with the GHL Tasks API to automate task creation and tracking based on signup events. You can configure triggers, data mappings, and actions to suit your workflow. It is designed for teams that want a no code or low code automation path. End users benefit from faster onboarding and clearer task ownership. The setup uses standard OAuth 2.0 authentication and the required scope to read location tasks.
The scope locations/tasks.readonly allows reading tasks within a location. If write access is needed you would request a broader scope from GHL or adjust permissions in your app’s API configuration. Always follow least privilege principles and secure token handling.
Authentication is handled via OAuth 2.0 or API keys. You will obtain credentials from GHL, configure them in SignUpAnywhere, and test with a sample call to the endpoint. Ensure tokens are stored securely and refreshed automatically when needed.
The primary endpoint used for task creation/search is POST /locations/:locationId/tasks/search. You may also use PATCH or POST endpoints for bulk imports if supported. Review the API docs for exact request schemas.
Yes. If the ticket supports events, you can set up a webhook-like trigger or scheduled sync to propagate changes from SignUpAnywhere to GHL and back. Real time syncing depends on your API plan and webhook support.
There are no code options required for basic sync. You can configure the mapping and triggers in SignUpAnywhere and the Tasks API to automate daily exports. For advanced reporting, you can pull data via endpoints and compile it in your BI tool.
Debug logs and error details can be found in SignUpAnywhere’s integration logs and the GHL API logger. Review error messages, HTTP status codes, and response bodies to diagnose issues. Reproduce issues with test signups and sandbox locations.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
