Can FieldTask Be Used in GHL Automations?

Learn how FieldTask data can be used with HighLevel (GHL) automations through the direct two-way integration.

Yes, FieldTask can be involved in GHL automations. FieldTask and HighLevel have a direct two-way sync, allowing supported data to move between the two platforms and be used in relevant automations.

The current FieldTask and GHL syncs include:

• Customer ➤ Contact 
• Calendar ➤ Schedule 
• Schedule ➤ Appointment
• Invoice ➤ Invoice 
• Product ➤ Product 
• Timesheet ➤ Timesheet 
• Job Resource ➤ Media Storage
• Jobs ➤ Opportunity 

This means that if your GHL automation involves any of these synced data types, you can incorporate FieldTask into the workflow.

For example, an automation involving Contacts, Appointments, Invoices, Products, Timesheets, Media, or Opportunities can use the corresponding data synced between FieldTask and GHL.

📌 Note: To learn more about how each of these integrations works, read FieldTask and HighLevel Connection Explained.