Authentication for the Contacts API uses OAuth 2.0 tokens. Securely store tokens, rotate credentials regularly, and apply the scope provided: contacts.readonly.
Rankr accesses the GHL API with either API keys or OAuth tokens. Ensure the permissions align with required endpoints (read and write) and keep credentials securely in Rankr settings with token rotation.
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: A new submission on your fillout form creates a task for the associated contact.
Actions: Create a new task via POST /contacts/:contactId/tasks, assign to a user, set a due date, and attach the formSubmissionId as a note.
POST /contacts/:contactId/tasks
contactId, taskName, dueDate, formSubmissionId
Trigger: a contact is updated in GHL.
Actions: GET /contacts/:contactId to fetch updates and then PUT /contacts/:contactId to synchronize fields in Rankr.
GET /contacts/:contactId
contactId
Trigger: form submissions include tag data or segment fields.
Actions: POST /contacts/:contactId/tags to add tags; update segment fields in Rankr as needed.
POST /contacts/:contactId/tags
contactId, tags
No-code setup: configure automations and endpoints in plain-english UI; no custom coding required.
Faster onboarding: reuse templates, triggers, and data mappings to accelerate deployments.
Scalability: extendable workflows that grow with your contact volume and form complexity.
Key elements include API endpoints, authentication, triggers, actions, and data mappings that power the Fillout Forms workflow with GHL and Rankr.
A defined URL path and HTTP method used to perform an operation on the GHL API.
The process of proving identity and obtaining access tokens (OAuth 2.0) to authorize API calls.
A callback URL that receives real-time event data from GHL when something happens in your account.
Translating fields between GHL and Rankr so information stays consistent across systems.
Automatically create a new contact in GHL when a form is submitted and generate a follow-up task in Rankr.
Keep Rankr and GHL contact records aligned in near real-time with periodic polling or webhooks.
Apply tags to contacts based on form responses to trigger targeted campaigns and performance dashboards.
Complete OAuth flow to authorize Rankr to access your Contacts API account and grant necessary scopes.
Select the endpoints you’ll use (such as GET /contacts/:contactId and POST /contacts/:contactId/tasks) and map fields to Rankr data.
Run a test submission, verify data flow, and turn on live automation.
You can set up the connection without coding using no-code automations. The Contacts API endpoints let Rankr read and write contact data to keep records in sync. This reduces manual work and speeds up processes. Begin with authentication, select endpoints (for example GET /contacts/:contactId and POST /contacts/:contactId/tasks), and test your flow in a safe sandbox before going live.
Authentication is handled securely via OAuth 2.0. Rankr requests an access token with the required scopes to read and write contact data. Refresh tokens and token rotation help maintain access; store credentials securely in Rankr and avoid exposing secrets in client-side code.
For Fillout Forms, focus on endpoints that create and update contacts and tasks, such as POST /contacts/, GET /contacts/:contactId, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/tags. Use read operations like GET /contacts/:contactId to verify data as needed and keep your flow idempotent.
Map fields dynamically from the form to Rankr by creating a data map in your integration settings. Align contact fields (name, email) with Rankr fields, and map related data like tasks, notes, and tags to ensure consistency. Test with sample submissions to confirm the mappings transfer accurately.
Yes. You can trigger tasks automatically based on form submissions by wiring a POST /contacts/:contactId/tasks call to the form submission event. Configure the trigger to create the task, assign responsibility, and include form details in the task description.
Real-time capabilities depend on your setup. Webhooks can deliver events instantly, while polling can offer near real-time updates. Combine both for robust synchronization. Always consider rate limits and implement retry logic to maintain data integrity.
Visit the official GHL API documentation, Rankr integration guides, and community tutorials for examples, templates, and best practices. Our resources section also provides sample projects you can clone. If you need more, contact support for bespoke templates tailored to your workflow.
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Complete Operations Catalog - 126 Actions & Triggers
