Use your GHL API credentials to securely authenticate requests from Visual Visitor to the Tasks API, with scope limited to locations/tasks.readonly.
Grant permission for Visual Visitor to read and sync task data via the GHL Tasks API using API keys or OAuth, following your security policy.
Endpoint 1: POST /locations/:locationId/tasks/search. Other endpoints are available in the API reference.
Trigger: Retrieve tasks for a specific location to drive Visual Visitor insights and targeted visuals.
Actions: fetch tasks, map fields to Visual Visitor properties, and push status updates to campaigns.
METHOD PATH: POST /locations/:locationId/tasks/search
Key fields: locationId (required), status, dueDate, priority
Trigger: When a task is created or updated in GHL, Visual Visitor syncs the change.
Actions: create or update tasks in Visual Visitor records and reflect in campaigns.
METHOD PATH: POST /locations/:locationId/tasks
Key fields: locationId, taskName, status, dueDate
Trigger: Periodic bulk synchronization to keep task data aligned.
Actions: batch fetch/update of tasks and map to Visual Visitor properties for campaigns.
METHOD PATH: POST /locations/:locationId/tasks/bulk_sync
Key fields: locationId, batchId, taskIds
Automate task data syncing without writing code, saving time and reducing errors.
Improve marketing precision by aligning task status with Visual Visitor campaigns in real time.
Eliminate manual data entry with a reliable, low‑maintenance integration.
Key elements include API endpoints, authentication, data mapping, and error handling; processes cover connection setup, testing, and live synchronization.
Application Programming Interface: a set of rules that lets apps talk to each other.
OAuth 2.0 is an authorization standard that lets apps access data securely without sharing passwords.
An API endpoint is a URL that exposes a specific function for a service, such as fetching tasks.
A webhook is a URL that a service can call to notify your app of events in real time.
Automatically push task status changes from GHL to Visual Visitor to trigger updated visuals and campaigns.
Use GHL webhooks to start targeted Visual Visitor campaigns when a task is created or status changes.
Schedule regular bulk syncs to keep all task data in Visual Visitor up to date without manual imports.
Collect your GHL API key and app credentials for Visual Visitor.
Set the endpoint POST /locations/:locationId/tasks/search to pull tasks and map fields to Visual Visitor.
Run test synchronizations in a staging environment before enabling live data flow.
The Tasks API enables programmatic access to GHL tasks data from Visual Visitor. It lets you search, fetch, and sync tasks across apps without manual entry. You can filter by location, status, and due date to drive automated visuals and campaigns. This is a no-code friendly way to keep data aligned.
Authentication uses API keys or OAuth tokens. Keep your credentials secure and use scoped access to limit to locations/tasks.readonly. In most setups, you authorize Visual Visitor once and then refresh tokens as needed. Regularly rotate credentials and monitor access.
The endpoints expose functions to fetch, create, update, and search tasks. The primary endpoint is POST /locations/:locationId/tasks/search. Additional endpoints are documented in the API reference. Always review rate limits and implement retries.
No heavy coding is required. Visual Visitor provides no-code connectors and mappings to link task fields to audience properties. If you need custom logic, lightweight scripts or middleware can be used.
Test in a staging environment before going live. Validate data mappings, triggers, and error handling. Review logs and set up alerts to catch failures early.
When a task changes in GHL, the integration can sync updates to Visual Visitor automatically. Real-time syncing depends on your configuration and polling or webhook support.
All documentation is available in the API reference and developer guides. For additional help, contact Rankr support or consult the community forums.
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