Use your GHL API credentials to authorize requests to the Contacts API. Choose API key or OAuth flow as supported by your GHL instance.
Grant Rankr the necessary permissions (read and write) to manage Contacts, notes, tasks, and tags via the API.
Endpoints 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: GET /contacts/:contactId
Actions: retrieve contact details, fetch associated tasks, and pull related notes.
Method Path: GET /contacts/:contactId
Key fields: contactId, name, email, status
Trigger: PUT /contacts/:contactId
Actions: update contact fields, modify task details as needed, mark tasks complete.
Method Path: PUT /contacts/:contactId
Key fields: contactId, updated fields (name, email, phone), taskId if updating tasks
Trigger: POST /contacts/
Actions: create contact, then optionally create initial tasks via /contacts/:contactId/tasks
Method Path: POST /contacts/
Key fields: name, email, phone, initialTaskDetails
Automate routine contact workflows without writing code by chaining API calls in Rankr.
Keep data synchronized in real time between GHL and Rankr for accurate marketing and sales activity.
Trigger follow-ups and reminders automatically based on events in GHL.
Key elements include: endpoints, authentication, data mapping, error handling, and security; core processes cover syncing, creating, updating, and deleting contacts and related records.
A set of endpoints that lets Rankr and GHL exchange data programmatically.
Verifying identity to grant access to API resources (keys, OAuth, tokens).
A specific URL path for an API operation.
A callback URL to receive real-time events from the API.
Automatically create a new contact in Rankr when a new contact is added in GHL, and assign onboarding tasks.
Sync notes and tasks between GHL and Rankr so teams see the latest updates without manual export.
Trigger follow-up messages or reminders in Rankr when certain GHL events occur (e.g., task completion).
Obtain API credentials from GHL and grant Rankr the necessary scopes.
Choose endpoints you’ll use and set up mapping rules for data fields.
Run tests to verify data flow, handle errors, and deploy when ready.
The Contacts API exposes endpoints to read and manage contact data, including tasks, notes, and appointments. Use GET requests to retrieve data and POST/PUT/DELETE for changes as needed. Ensure your app has appropriate permissions. For more advanced flows, you can combine endpoints and use webhooks to trigger actions.
No coding is required for basic setup. Use Zapier App Connector or direct API calls within Rankr to authorize and map fields. For advanced flows, you may still implement small scripts if desired. If you need complex logic, consider modular steps within Rankr to orchestrate multi-endpoint calls.
Read-only access is enough for viewing data, but updating records requires write permissions. You can scope your app to contacts.readonly or include write access as needed. If you only need to pull data, keep the minimal scope to reduce risk.
Use test endpoints with sample data, validate responses, and verify authentication. Most tools provide a test mode that returns mock data. After successful tests, monitor live requests and review error logs during initial rollout.
Common errors include authentication failures, missing fields, and rate limits. Check error codes, review your token scopes, and retry with backoff. Maintain robust error handling in Rankr with retries and graceful fallbacks.
Yes. You can create and update contacts, tasks, and notes via the API, following the endpoint patterns above. Use proper field mappings and handle nested resources (tasks, notes) in sequence to avoid conflicts.
Use HTTPS, rotate credentials, apply least privilege, and monitor access logs to protect data. Regularly review permissions and audit trails to ensure ongoing security.
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Complete Operations Catalog - 126 Actions & Triggers
