Use OAuth 2.0 to authorize connections between GHL and Autotask and grant scoped access to tags and statistics.
Authenticate the Autotask app to receive secure tokens and permissions for endpoint calls.
– GET /social-media-posting/:locationId/tags (Fetch tags for a location)\n- POST /social-media-posting/:locationId/tags/details (Retrieve tag details)\n- socialplanner/statistics.readonly (Read statistics data)\n- POST /social-media-posting/statistics (Submit or update statistics)
Trigger: when a location tag is updated in Autotask, fetch updated tags from the GHL Users API.
Actions: GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details
GET /social-media-posting/:locationId/tags
locationId, tagId, tagName
Trigger: on demand or on a schedule to pull statistics
Actions: POST /social-media-posting/statistics
POST /social-media-posting/statistics
date, locationId
Trigger: after tag details are retrieved, push a statistics update
Actions: GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details; POST /social-media-posting/statistics
Combination of endpoints for tags and statistics
locationId, tagId, statsId
Drag and drop workflow setup with no coding required.
Instant data sync between Autotask and GHL for real time insights.
Centralized error handling and retry logic built into the connector.
Learn the core terms and how data flows between Autotask and the GHL Users API.
OAuth 2.0 is an authorization framework that lets apps obtain limited access tokens for API calls.
A bearer token is a string used to authenticate API requests.
An endpoint is a specific URL used to perform actions against the API.
Rate limits cap how many requests you can make in a given time window.
Automate the tagging workflow by pushing updated tags from Autotask to the GHL Users API on location changes.
Create live dashboards that pull statistics from GHL and Autotask data for instant decision making.
Trigger downstream actions when specific tags are created or modified.
Grant permissions for the app to access both Autotask and the GHL Users API.
Map locationId tags and statistics fields between systems.
Run tests, verify data flows, and deploy to production.
No code is required to set up the connection. The Zapier App Connector provides drag and drop steps to map fields and endpoints. You can create a workflow in minutes and adjust triggers and actions as needed. This keeps your teams focused on outcomes, not code.
The integration centers on the endpoints listed in the Endpoint List. At minimum you will map tags and statistics endpoints, locationId, and tag details fields. You can extend to additional endpoints as your workflow expands.
Data is transmitted over secure channels with OAuth 2.0 tokens and scoped permissions. You can set up retries and alerting to handle transient errors without exposing data.
Yes. Use the test mode in the Zapier App Connector to validate each step. Review response data, run end-to-end tests, and confirm live data flow before going production.
If an endpoint fails, the connector can retry automatically and surface error details in logs. You can configure alerting to notify your team when retries exceed a threshold.
Logs are available in the Zapier app history and in the connected systems. You can search by locationId, tagId, or statsId to diagnose issues.
Typical sync frequency ranges from real time to every few minutes, depending on your plan and how you configure your triggers.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
