Authenticate your Sogolytics account with the Tasks API using your API key or OAuth credentials to ensure secure requests and data sync.
Authorize requests with a secure API key or OAuth token tied to your Sogolytics account to enable the Tasks API connection.
– POST /locations/:locationId/tasks/search — Search or retrieve tasks for a given location. Additional endpoints are available in the full API reference.
Trigger: a new form submission in Sogolytics creates a corresponding task in the Tasks API.
Actions: map form fields to task fields and call the create or search endpoint to sync.
POST /locations/:locationId/tasks/search
Key fields: locationId, formSubmissionId, taskTitle
Trigger: daily delta pull based on lastUpdated timestamp
Actions: fetch updated tasks and push changes to Sogolytics records
POST /locations/:locationId/tasks/search
Fields: locationId, updatedSince
Trigger: a task event in the Tasks API fires a webhook to Sogolytics
Actions: process the event payload and update records in Sogolytics
Webhook endpoint: POST /webhooks/tasks-updates
Fields: taskId, status, timestamp
Automate data flows without writing code using visual builders and prebuilt actions.
Set up in minutes, scale across locations and campaigns.
Improve accuracy and reduce manual data entry.
Definitions you will see throughout this guide: API Endpoint, Authentication, Webhook, Field Mapping, and Delta Sync.
A URL path that lets you perform actions against a service’s data.
The process of proving identity to obtain access tokens before calling APIs.
A URL you provide where the provider sends real-time data pushes.
A standard for secure delegated access, often used to grant tokens between apps.
Automatically convert submissions into tasks with prefilled fields.
Update task status in real-time as leads move through your funnel.
Schedule follow-ups triggered by Sogolytics campaigns.
Collect API key, client ID/secret, and required scopes from the Tasks API developer portal.
Define field mappings between Sogolytics and Tasks API to ensure correct data flow.
Run tests, validate data, and switch to steady-state operation.
The Tasks API integration with Sogolytics lets you create, update, and retrieve tasks automatically based on Sogolytics data such as form submissions and campaigns. This keeps task work flowing in real time without manual data entry. You can customize triggers, mappings, and authentication settings to fit your exact workflow.
No coding is required if you use built-in connectors and visual builders. For advanced field mappings or custom logic, you can add optional scripts or use advanced configuration options. The result is a powerful automation without a heavy development effort.
Security is enforced with API keys, OAuth tokens, and TLS encryption. Access is granted with least-privilege scopes to minimize exposure. Rotate credentials regularly and monitor for unusual activity.
The primary endpoint used is POST /locations/:locationId/tasks/search. Depending on your plan, additional endpoints for creating, updating, and deleting tasks may be available. Always refer to the official API reference for the exact list of supported endpoints.
Test the integration in a sandbox or test environment. Submit sample forms, trigger events, and review API responses and logs to confirm data is mapped correctly and no errors occur before going live.
Yes. Field mapping is supported through the setup UI, allowing you to align Sogolytics fields with Tasks API fields. This ensures data consistency across systems.
Logs and error information are accessible from the integration dashboard. You can view request/response details, track failures, and re-run failed operations once issues are resolved.
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Complete Operations Catalog - 126 Actions & Triggers
