Begin by generating API credentials for the Tasks API and granting the SolarMarket app the locations/tasks.readonly scope. Use OAuth 2.0 or API keys as supported, and keep credentials secure.
SolarMarket uses secure OAuth 2.0 flow to obtain access to the Tasks API. Configure a redirect URI, exchange the authorization code for tokens, and refresh tokens as needed.
Endpoint1 — POST /locations/:locationId/tasks/search. Endpoint2-Endpoint54 — available in API docs.
Trigger: When a location’s tasks are updated in SolarMarket, fetch matching tasks from the Tasks API to keep records aligned.
Actions: Retrieve tasks, update status, and push changes back to SolarMarket.
POST /locations/:locationId/tasks/search
Key fields: locationId, taskStatus, assignee, dueDate.
Trigger: SolarMarket creates a new task and pushes to Tasks API.
Actions: Create task, set fields, assign owner.
POST /locations/:locationId/tasks
Key fields: locationId, title, description, priority.
Trigger: Task status changes in the API reflect back to SolarMarket and notify stakeholders.
Actions: Update task status, send alert, log activity.
PATCH /locations/:locationId/tasks/:taskId
Key fields: locationId, taskId, status.
No‑code automation lets you set up workflows quickly without developers.
Faster onboarding and cross‑team collaboration through real‑time syncing.
Improved data consistency across platforms with auditable logs.
This glossary explains the terms and processes used in this integration, including APIs, endpoints, triggers, and actions.
Application Programming Interface: a defined set of rules that enables SolarMarket to communicate with the Tasks API.
A specific URL and HTTP method within the API that performs a task, such as searching or creating records.
OAuth is a secure authorization standard that lets SolarMarket access the Tasks API without exposing user credentials.
A callback URL that receives real-time event data from the API when certain actions occur.
Automatically categorize new tasks by priority and route to the right team.
Build live dashboards showing task progress across locations.
Notify stakeholders when task status changes.
Obtain credentials and authorize SolarMarket to access the Tasks API.
Define mappings for locationId and map fields to align SolarMarket data.
Run tests, verify data flow, monitor logs, and switch on automation.
Endpoints include search, create, and update operations for tasks, with POST /locations/:locationId/tasks/search as a core starting point. This page highlights the most commonly used routes to get you started with no‑code configuration. For a full list of endpoints, refer to the API documentation. If you need deeper access, reach out to your account representative for extended docs.
No‑code connections are enabled through the GHL app connector, allowing you to map fields and trigger automation without custom code. If you require more granular behavior, you can still implement OAuth or API key based authentication and build custom flows within the platform.
Security is built into the connection with OAuth or API keys, scoped access, and token management. Always restrict scopes to locations/tasks.readonly where appropriate and monitor usage with logs.
To authenticate, register the SolarMarket app as an OAuth client in the Tasks API, then exchange the authorization code for access and refresh tokens. Store tokens securely and renew them before expiry.
Yes, you can customize field mappings between SolarMarket and the Tasks API, including title, description, status, and due date. Use the mapping UI to align data types and test with sample data before going live.
Testing involves running dry runs for triggers, endpoints, and mappings. Validate data flow, review logs, and verify that records in SolarMarket match the Tasks API results.
Endpoint details are documented in the API reference. If you need access to additional endpoints beyond the core ones, request the extended docs from your account representative.
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Complete Operations Catalog - 126 Actions & Triggers
