How to connect Workamajig to Tasks API via GHL

Integrate Tasks API with Workamajig using GHL

How to connect Tasks API with Workamajig using GHL

This guide walks you through connecting the Tasks API (GHL) to the Workamajig subservice using the Zapier App Connector, enabling automated task creation, updates, and synchronization across platforms.

Authorize Tasks API in GHL

Begin by authorizing the Tasks API within your GHL account to grant secure access to location-scoped task data, ensuring only permitted operations are allowed.

Authorize Workamajig

Next, authorize the Workamajig app within your GHL integration to enable bidirectional task syncing and data mapping between systems.

GHL Tasks API Endpoints

Endpoint 1: POST /locations/:locationId/tasks/search. Endpoint 2: To be defined. Endpoint 3: To be defined. Endpoint 4: To be defined. Endpoint 5: To be defined. Endpoint 6: To be defined. Endpoint 7: To be defined. Endpoint 8: To be defined. Endpoint 9: To be defined. Endpoint 10: To be defined. Endpoint 11: To be defined. Endpoint 12: To be defined. Endpoint 13: To be defined. Endpoint 14: To be defined. Endpoint 15: To be defined. Endpoint 16: To be defined. Endpoint 17: To be defined.

Top 3 connection patterns for Tasks API with Workamajig

1) Task Search and Sync

Trigger on new or updated tasks in Workamajig to pull changes into GHL for immediate visibility.

Actions push task details from GHL to Workamajig, creating or updating tasks and mapping fields in real time.

POST /locations/:locationId/tasks/search

locationId, query, status, dueDate, assignee

Top 3 connection patterns for Tasks API with Workamajig

2) Bidirectional Task Sync

Trigger when tasks are updated in either system to keep data consistent.

Update tasks in the opposite system to reflect changes and maintain a single source of truth.

GET /locations/:locationId/tasks/search

taskId, locationId, status, updatedAt

Top 3 connection patterns for Tasks API with Workamajig

3) Automated Task Creation

Trigger when an external event requires task creation in Workamajig.

Create tasks in Workamajig from GHL with mapped fields and defaults.

POST /locations/:locationId/tasks

taskName, locationId, dueDate, priority, description

No-code benefits of connecting Tasks API with Workamajig

Eliminate manual data entry by syncing tasks automatically between systems.

Accelerate workflows with real-time updates and event-driven tasks.

Centralize task data for consistent reporting and insights.

Key terms and glossary

This glossary defines API, endpoints, triggers, actions, authentication, and data mapping used in the GHL–Workamajig integration.

API

Application Programming Interface that enables apps to communicate and share data securely.

Endpoint

A specific URL path that performs a defined operation in an API.

Trigger

An event that initiates an automation or workflow.

Authentication

The process of verifying identity and permissions to access API resources.

People also Search for:

3 Creative Ideas to Connect Tasks API with Workamajig

Idea 1: Automated Task Creation from Events

Automatically generate Workamajig tasks from triggers in GHL to streamline onboarding and ticketing.

Idea 2: Live Status Sync

Keep task statuses aligned in real-time across GHL and Workamajig.

Idea 3: Bulk Task Import

Batch-create or update large numbers of tasks between systems to save time.

3 Steps to Connect Tasks API with Workamajig

Step 1: Prepare credentials

Obtain API keys, set scopes, and authorize connections for secure access.

Step 2: Configure endpoints and field mappings

Match fields between systems and test with sample data to ensure accurate syncing.

Step 3: Activate and monitor

Enable automation, review logs, and fine-tune mappings as needed.

Frequently Asked Questions

What is required to connect Tasks API with Workamajig?

Answer: You’ll configure a secure connection between the Tasks API in GHL and the Workamajig app. The setup includes granting scoped access, setting up an OAuth flow, and testing with sample data. This ensures operations remain safe and auditable. Paragraph two explains how to validate permissions and perform a dry run before going live.

Answer: No extensive coding is required for standard integrations. Use the Zapier App Connector to map fields, configure triggers, and set up actions. If you need advanced logic, simple scripting within Zapier can be used, but the core flow remains low-code. Paragraph two reiterates testing practices.

Answer: Essential endpoints include task search and creation paths like POST /locations/:locationId/tasks/search and POST /locations/:locationId/tasks. Additional endpoints can support updates and bulk operations. Paragraph two covers data mapping and required fields.

Answer: Auth typically uses OAuth within GHL to authorize both the GHL side and the Workamajig app. Step-by-step, you’ll grant permissions, exchange tokens, and verify access. Paragraph two adds troubleshooting tips for common auth errors.

Answer: Yes. You can create triggers in GHL that push updates to Workamajig, and vice versa, enabling a two-way sync. Paragraph two explains how to configure bidirectional mappings and guardrails.

Answer: API rate limits depend on your plan but generally allow a steady flow of requests. Implement retries, backoff, and caching as best practices. Paragraph two suggests monitoring usage with logs and dashboards.

Answer: Documentation is available in the GHL developer portal and within Zapier’s integration docs for the Tasks API and Workamajig app connector. Paragraph two recommends starting with quickstart guides and sample workflows.

New Server SALE!

Due to high volume, we will be upgrading our server soon!

Prices Go UP in:

Days
Hours
Minutes
Seconds

Monthly Access

Full Endpoint Access
$ 49
99
Monthly
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Popular

Annual Access

Full Endpoint Access
$ 37
49
Billed Annually
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Save 25%

Lifetime

Full Endpoint Access
$ 999
99
One-time Fee
  • All GHL API Endpoints
  • Premium Support
  • Continuous Updates
  • Unlimited Usage*
  • Instant Access
  • Full Private Zap Access
  • No Need to Purchase Premium Zap
  • 250+ More Endpoints than HLProTools
Best Value

🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
Browse Our App Connections

Legal Services

Our Services

Business API
Business API
Calendars API
Calendars API
Contacts API
Contacts API
Conversations API
Conversations API