Authenticate requests to the GHL Tasks API using OAuth 2.0 and securely stored API keys. Ensure the locations/tasks.readonly scope is granted for read access to tasks within a location.
Authenticate the Workiom connection to GHL using OAuth 2.0 or API tokens as supported. In Zapier’s App Connector, securely store tokens and refresh as needed.
POST /locations/:locationId/tasks/search — Primary endpoint used to query tasks within a location. Other endpoints are available in the API documentation.
Trigger: A task search is requested in Workiom and results are fetched from the GHL Tasks API.
Actions: Create or update Workiom tasks based on API results; map fields, handle pagination, and synchronize task status.
Method Path: POST /locations/:locationId/tasks/search
Key Fields: locationId (path), search query/filters (body or query), page, limit
Trigger: Not configured yet; reserved for future endpoints.
Actions: To be defined once additional endpoints are enabled.
Method Path: N/A
Key Fields: N/A
Trigger: Placeholder for future expansion.
Actions: Placeholder for future endpoint actions.
Method Path: N/A
Key Fields: N/A
Effortless automation: Build powerful workflows without writing code.
Faster task syncing between platforms reduces manual updates.
Unified data mapping for consistent reporting across apps.
An overview of the core elements and processes involved in connecting the GHL Tasks API with Workiom, including authentication, endpoints, data mapping, and error handling.
GHL API: The RESTful interface that lets you interact with tasks, contacts, deals, and other resources from GHL.
An API Endpoint is a specific URL and method used to perform an operation, such as POST /locations/:locationId/tasks/search.
OAuth 2.0 is an industry-standard protocol used to authorize access between apps without sharing passwords.
Scope defines the permissions requested by an app, e.g., locations/tasks.readonly.
Automatically sync new tasks between Workiom and the Tasks API to keep teams aligned.
Enable instant search across platforms and surface results in Workiom.
Push bulk status updates from Workiom to GHL or vice versa using endpoint-based triggers.
Obtain your API keys and OAuth credentials from both platforms and store them securely.
Set the locations/tasks.readonly scope and any required scopes for read or write operations.
Run a test call to POST /locations/:locationId/tasks/search and verify the results in your Zapier app.
Answer 1: The GHL Tasks API exposes endpoints to read and search tasks, enabling you to pull task data into Workiom and automate task workflows. To get started, create an API key, grant the necessary scopes (locations/tasks.readonly), and configure your Zapier connector to call the POST /locations/:locationId/tasks/search endpoint. You may also need to map fields between systems so that task titles, statuses, and due dates appear consistently.
Answer 2: The required scopes typically include locations/tasks.readonly for read access to tasks. If you need to create or update tasks, you will require additional scopes as defined by the API docs. Always follow least-privilege principles and rotate credentials regularly.
Answer 3: In your Zapier app, configure a test action that invokes POST /locations/:locationId/tasks/search with a known locationId and query. Verify you receive a valid response, and check that the fields map correctly in your task object in Workiom.
Answer 4: The primary endpoint for locating tasks is POST /locations/:locationId/tasks/search. It supports search criteria via the request body or query parameters, including filters, pagination, and location scoping.
Answer 5: Authentication typically uses OAuth 2.0 tokens. You will store client credentials securely on both sides and refresh tokens as needed. Use per-request authorization headers and never expose secrets in logs.
Answer 6: Yes. Data mapping lets you align fields such as task title, status, due date, and owner between GHL and Workiom. Use Zapier’s mapping UI to ensure consistent data flow.
Answer 7: Endpoints are documented in the GHL API reference and developer docs. For more options, consult the official API docs or contact your integration partner.
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