Authorize the Contacts API within GHL by creating an integration and granting the required scope. Use the recommended OAuth flow or API key provided by Rankr and verify permissions before going live.
In Rankr, generate an API key and securely store credentials. In GHL, connect Rankr using that key and the documented OAuth flow. Restrict access to the contacts.readonly scope and rotate keys regularly.
Core endpoints shown here include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags
Trigger: When a contact is created or updated in Clio via Rankr, the change is pushed to GHL to keep records aligned.
Actions: Map key fields (name, email, phone), update the GHL contact, and sync related tasks, notes, and tags as needed.
Method Path: GET /contacts/:contactId
Key fields: id, firstName, lastName, email, phone, company, notes, tasks
Trigger: Updates to Clio tasks or statuses trigger corresponding task changes in GHL.
Actions: Create or update tasks in GHL, map status to completion, and attach due dates.
Method Path: GET /contacts/:contactId/tasks
Key fields: taskId, contactId, title, dueDate, status
Trigger: New or updated notes in Clio create or update notes in GHL tied to the contact.
Actions: Create or update notes in GHL; sync activity history and attach to the correct contact record.
Method Path: GET /contacts/:contactId/notes
Key fields: noteId, contactId, content, date
No-code automation: configure triggers, actions, and mappings without writing a line of code.
Faster workflows: sync data between Clio, Rankr, and GHL with ready-to-use templates and dashboards.
Unified CRM experience: view and act on contacts, tasks, notes, and tags from a single console.
Overview of the core elements and processes used to connect GHL with Rankr’s Contacts API, including authentication, endpoint usage, and data mapping.
Application Programming Interface: a defined set of rules enabling apps to communicate and share data.
OAuth 2.0 is a standard authorization protocol that lets apps access resources on behalf of a user without sharing passwords.
A specific URL and method in an API that performs a function, such as retrieving a contact.
A callback URL that gets invoked when events occur in an app, enabling real-time updates.
Automatically create or update a GHL contact when a new Clio contact is added via Rankr, reducing manual data entry and accelerating onboarding.
Use event triggers from Clio to drive GHL tasks, updates, and reminders, keeping teams aligned.
Aggregate contact activity, tasks, and notes into dashboards for real-time insights and decision making.
Generate an API key in Rankr and configure OAuth in GHL; confirm the scope is set to contacts.readonly.
Map core contact fields (name, email, phone), notes, tasks, and tags to ensure data consistency.
Enable live sync, run tests, and monitor for errors; adjust mappings as needed.
Answer: The required scope for read-only access to contacts is typically limited to data retrieval. Ensure your OAuth token or API key includes the contacts.readonly scope. In practice, test with a sample contact to verify permissions before going live, and review any restricted fields.
Answer: Yes. You can set up a no-code connection using Rankr’s UI to map fields and configure triggers in GHL. If you need deeper logic, you can layer automation with webhooks or utilize Rankr’s workflow templates.
Answer: Yes, you can write data to GHL for operations like creating or updating contacts and tasks; ensure the endpoint supports write and that the API key has the appropriate scope (e.g., contacts.write). Be mindful of rate limits and conflict resolution; test in a sandbox before production.
Answer: Yes, there is a no-code setup option to connect Rankr’s Contacts API with GHL. You can configure triggers, actions, and mappings without writing code. For advanced needs, you can add custom logic with webhooks or use templates to extend functionality.
Answer: Data is transmitted over HTTPS with OAuth or API key authentication. Use least-privilege scopes (e.g., contacts.readonly) and rotate keys regularly. Enable IP allowlists where possible and monitor access logs for unusual activity.
Answer: Use a dedicated test environment to run sample flows, verify data mappings, and review logs in both Rankr and GHL. Start with a small dataset and gradually scale. If errors occur, check authentication, scope, endpoint permissions, and ensure field mappings align between systems.
Answer: When a Clio contact is merged or deleted, set up rules to reflect changes in GHL. Use de-duplication logic and soft-deletes where appropriate to avoid data loss. Regularly reconcile data to ensure consistency across platforms.
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