Use your GHL API credentials (OAuth 2.0 or API key) to authorize requests. Include the access token in the Authorization header as Bearer
Authenticate to youengage with your API key or OAuth flow as per your plan. Store credentials securely and rotate keys regularly.
– POST /locations/:locationId/tasks/search — search tasks by location.
Trigger: When a user selects a location in your app, you fetch tasks for that location.
Actions: Call the Tasks API search endpoint, parse results, and display or sync to youengage. Update task records as needed.
POST /locations/:locationId/tasks/search
locationId, searchQuery, page, limit
Trigger: A new task is created or updated in your app.
Actions: Use a POST to create or update tasks in GHL via the Tasks API, then sync back status to youengage.
POST /locations/:locationId/tasks
locationId, taskName, dueDate, status
Trigger: Task status changes in GHL should reflect in youengage.
Actions: Send status updates to youengage via API and update internal dashboards.
PUT /locations/:locationId/tasks/:taskId
locationId, taskId, status
Rapid setup with no server code required.
Automated task workflows save time and reduce manual errors.
Unified view of tasks across your CRM and app for better teamwork.
A quick glossary of terms and processes used in this guide to help you build reliable automations between GHL and youengage.
The interface that lets you programmatically access data and actions in GHL.
A unit of work tracked in GHL—for example, a to-do item linked to a location.
A grouping that identifies a physical or logical place in your GHL account used to organize tasks, contacts, and data.
A callback URL that GHL can call to notify your app about events or changes.
Whenever a new lead enters youengage, automatically create a corresponding task in GHL to remind your team to follow up.
Keep your app activity feed up to date by pushing status changes from GHL tasks back to youengage.
Use Zapier to alert team members in your app when high-priority tasks are updated in GHL.
Obtain your GHL API credentials and your youengage API key or OAuth setup.
Add endpoints, headers, and mapping rules in your integration platform to connect data between GHL and youengage.
Run tests, verify data flows, and monitor for errors before going into production.
The GHL Tasks API enables programmatic access to search, create, update, and sync tasks between your GHL account and youengage. Use secure authentication and well-defined mappings to automate workflows. Leverage OAuth2 or API keys to authorize requests and ensure tokens are stored securely and rotated regularly.
To authenticate, obtain an OAuth token or API key from GHL and configure your app to send the Authorization header. Protect credentials and rotate keys on a schedule. In youengage, store credentials securely in your vault and implement token refresh as needed to maintain uninterrupted access.
The primary endpoint is POST /locations/:locationId/tasks/search to retrieve tasks by location. Additional endpoints may be used depending on your workflow (create, update, etc.). Map only the endpoints you actually call and document any custom fields. Always test endpoints in a sandbox environment before going live to avoid data loss.
Common mappings include locationId, taskName, status, dueDate, and related identifiers. Align field names between GHL and youengage and use consistent data types to ensure reliable syncing. Document field mappings and implement validation to catch mismatches early.
Handle errors with standard HTTP status checks and implement retry logic with exponential backoff. Log failures with enough context to diagnose issues, and alert your team for critical errors. Use idempotent operations where possible to prevent duplicate records on retries.
Rate limits vary by plan; respect them by batching requests and caching results when feasible. Implement backoff strategies on 429 responses and monitor usage in your dashboard. Consider requesting higher limits if your automation load grows, following best practices from both platforms.
API credentials should be rotated on a regular schedule and immediately after a suspected exposure. Store credentials securely and implement automated rotation where possible. Document the rotation process and ensure dependent services update their credentials without downtime.
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Complete Operations Catalog - 126 Actions & Triggers
