To access Contacts API data, obtain OAuth 2.0 credentials from the GHL developer portal and request the necessary scope: contacts.readonly. Use token-based authentication in the Authorization header: Bearer
Store tokens securely on your server, rotate credentials regularly, and never expose secrets in client-side code or logs. Use signed webhooks where supported.
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; contacts.write; 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: A contact is created or updated in the Contacts API, prompting Rankr to sync changes to Drive Chat.
Actions: Create or update contacts, fetch and attach tasks and notes, and reflect status changes in Drive Chat.
Methods involved: GET for reads, POST to create, PUT to update, and DELETE to remove as needed for contacts, tasks, notes, and tags.
Key fields: contactId, taskId, noteId, businessId.
Trigger: New or updated tasks in Contacts API trigger updates in Drive Chat.
Actions: Create tasks, update completion status, assign due dates, and sync task changes to Drive Chat.
Methods: GET, POST, PUT, DELETE for the /contacts/:contactId/tasks endpoints.
Key fields: taskId, contactId, status, dueDate.
Trigger: Notes or appointments are added or updated in the Contacts API.
Actions: Create and fetch notes, fetch appointments, and link to the contact record in Drive Chat.
Methods: GET for notes and appointments; POST/PUT as needed for notes.
Key fields: notesId, appointmentId, contactId.
Fast, code-free setup with pre-built connectors that power Drive Chat.
Real-time data syncing for contacts, tasks, notes, and meetings reduces manual data entry.
Improved team collaboration with a unified view in Drive Chat.
Key elements include API endpoints, triggers, actions, authentication, and data mapping. Understanding these will help you design reliable Drive Chat connections.
An interface that lets Rankr access data from the Contacts API.
An authorization framework that issues short‑lived access tokens for secure API calls.
A callback URL that notifies Drive Chat about events in real time.
A specific URL path to access a resource in the API.
Use the Contacts API to pull new contacts into Rankr and automatically assign onboarding tasks in Drive Chat.
Consolidate tasks from the Contacts API into a single Drive Chat view in Rankr.
Attach notes from the API to meetings in Drive Chat for better context.
Create a GHL app, obtain clientId and clientSecret, and request the contacts.readonly scope.
Map the listed endpoints to Rankr Drive Chat flows and define data mappings.
Use a sandbox to verify connections, then enable live syncing with monitoring and alerts.
The required scope for read access is contacts.readonly. This allows reading contact data, tasks, notes, and appointments. If you need write access, request the appropriate elevated scope from the GHL developer portal. Ensure tokens are stored securely and rotated regularly. Always test permissions in a staging environment before going live to prevent unauthorized changes.
Drive Chat relies on a suite of endpoints to fetch and manage contact data, tasks, notes, and appointments. Key endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and POST /contacts/ to create new records. Use PUT and DELETE for updates and removal as needed. Refer to the endpoint list in the guide for a complete catalog.
Code is optional if you use no-code connectors in Rankr, but some scenarios may require custom webhooks or small scripts. Many tasks can be achieved with built-in actions, such as creating contacts, tasks, and notes via the API, without writing a line of code. If you do write code, wrap tokens securely and test thoroughly.
Authentication is performed with OAuth 2.0 tokens issued by the GHL developer portal. Use Bearer tokens in the Authorization header and validate token scopes. Refresh tokens as needed and store them securely on your server. Webhooks, when used, should be verified with a shared signature to ensure request integrity.
Yes. You can sync data in near real time by triggering events on create/update in Contacts API and mapping those events to Drive Chat actions in Rankr. Expect slight delays due to network latencies. Test end-to-end to understand timing in your environment.
Webhooks notify Drive Chat about events like created contacts, updated tasks, or new notes. They should be configured with secure endpoints and verified signatures. If webhooks are not available, you can poll endpoints at a reasonable interval. Always handle retries gracefully to avoid data gaps.
Review logs in Rankr and the GHL developer portal. Look for error codes, rate limits, and token expiration messages. Enable alerting to catch failures quickly and maintain data integrity. Use test data to reproduce issues before contacting support.
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Complete Operations Catalog - 126 Actions & Triggers
