Use the provided API credentials to securely connect the GHL Tasks API with Zenegy. The integration requires the locations.tasks.readonly scope to view tasks by location.
Grant Zenegy permission to access your GHL workspace and assign the required scopes so it can read tasks and perform searches.
Primary endpoint: POST /locations/:locationId/tasks/search. Several additional endpoints may be available depending on your plan and configuration.
Trigger: when a user selects a location in Zenegy, fetch the latest tasks for that location from the GHL Tasks API.
Actions: call POST /locations/:locationId/tasks/search with locationId and optional filters to retrieve tasks, then push results to Zenegy dashboards.
POST /locations/:locationId/tasks/search
locationId, filters, page
Trigger: on task status change in Zenegy, refresh the corresponding list in GHL.
Actions: re-run the search endpoint with status parameters to update results.
POST /locations/:locationId/tasks/search
locationId, status, page
Trigger: nightly export of tasks for Zenegy reporting.
Actions: fetch tasks and export payloads to Zenegy, with date range support.
POST /locations/:locationId/tasks/search
locationId, dateFrom, dateTo
Automate data flows without writing code, using prebuilt endpoints to fetch and display tasks
Achieve a single source of truth by syncing tasks between Zenegy and GHL
Speed up workflows and reduce manual data entry
Key elements and processes you should understand when integrating the GHL Tasks API with Zenegy, including authentication, endpoints, data mapping, and monitoring.
A URL and HTTP method used to access a resource in the GHL Tasks API.
A credential that verifies requests between Zenegy and the GHL API, typically via OAuth or API keys.
Permissions granted to the integration describing which data can be read or modified.
Maximum API calls allowed in a given period to protect service stability.
Display upcoming tasks for a selected location in Zenegy dashboards using the search endpoint.
Create dashboards that auto-refresh when task statuses change in Zenegy.
Schedule automated reports that pull tasks and push into Zenegy for leadership reviews.
Create API credentials for GHL and authorize Zenegy with the required scopes, including locations.readonly or locations/tasks.readonly.
Add the search endpoint POST /locations/:locationId/tasks/search and map the fields to Zenegy.
Run tests, set up error alerts, and adjust mappings for accuracy.
To authenticate, generate API credentials from the GHL dashboard and configure the OAuth or API key flow with Zenegy. Ensure the scope includes locations/tasks.readonly. Save credentials securely and test the connection in the GHL integrations area. Use the provided client id and secret when prompted.
The required scope locations/tasks.readonly allows reading and searching tasks by location. If you need additional access, request expanded scopes from your GHL admin. Always follow least privilege principles.
Yes. You can search tasks by location by passing locationId to the search endpoint. Map the results into Zenegy dashboards or reports for quick reference.
The primary endpoint is POST /locations/:locationId/tasks/search. Depending on your setup, there may be additional endpoints for exporting or listing tasks. Review your API docs for the full list.
Test the connection by running a sample search for a known location. Check the response for tasks, ensure the data maps correctly, and verify authentication success in the response headers and status codes.
If you see authorization errors, re-check credentials, correct scopes, and ensure your token has not expired. Verify the endpoint URL and method, and consult the GHL status page if needed.
Integration logs can be found in the GHL dashboard under Activity or Logs. Set up alerts for failures and monitor API usage in the developer console.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
