Authenticate with OAuth 2.0 (or an API key) to obtain an access token for calls like GET /contacts/:contactId. Store credentials securely and refresh tokens as needed.
Rankr authenticates to GHL using OAuth 2.0 or an API key, with defined scopes such as contacts.readonly. Tokens are exchanged securely during setup and renewal.
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 retrieved or updated in GHL, fetch the latest data and update Rankr.
Actions: map fields such as firstName, lastName, email to Rankr, and update the contact in Rankr; optionally create a follow-up task.
GET /contacts/:contactId
contactId, email
Trigger: when tasks are created or updated in GHL, reflect changes in Rankr.
Actions: create/update tasks via POST /contacts/:contactId/tasks and keep status synchronized.
POST /contacts/:contactId/tasks
contactId, taskId, title
Trigger: notes or tags changes in GHL should propagate to Rankr.
Actions: create notes via POST /contacts/:contactId/notes; apply tags via POST /contacts/:contactId/tags.
POST /contacts/:contactId/notes
contactId, noteId, tags
Automated, code-free data synchronization between GHL and Rankr.
Unified workflows for contacts, tasks, notes, and tags in a single UI.
Faster onboarding and iteration with ready-made templates and triggers.
Key elements include endpoints, authentication, field mapping, and error handling to keep data accurate and timely.
A specific URL and HTTP method used to perform an action against the GHL API.
The process of proving identity and permissions to access GHL resources via tokens or keys.
A standard protocol to obtain access tokens for API calls on behalf of a user or service.
Limits on API calls per minute or hour to protect the service and ensure fair use.
Pull up-to-date GHL contact data to enrich Rankr records and improve segmentation.
Create and update tasks in GHL whenever Rankr triggers a workflow, keeping teams aligned.
Combine GHL contact data with Rankr metrics to build actionable dashboards.
Create a GHL API key or OAuth client, select the scopes (contacts.readonly, and optionally contacts.write), and securely store credentials in Rankr.
In Rankr, add a new GHL connection, authorize the app, and select the Contacts API with the required scope.
Run test calls to verify mapping and ensure data sync for contacts, tasks, notes, and tags.
GHL authentication is required for API access and can be done via OAuth 2.0 or an API key. You will receive an access token with the appropriate scope (for example, contacts.readonly) to read data such as contacts, tasks, notes, and tags. Store tokens securely and rotate credentials regularly to reduce risk. Tokens should be refreshed before expiry to maintain uninterrupted access.
The available endpoints cover reading contacts, their tasks, notes, and basic lists. For write operations you can create or update records using POST and PUT endpoints. When syncing, map fields like firstName, lastName, and email into Rankr fields and use tasks and notes to capture activity; refer to the endpoint list for details.
Yes—writing data requires write permissions such as contacts.write. If you only need to read data, you can operate with contacts.readonly. During OAuth setup you can request the necessary scopes to enable writing capabilities.
Use Rankr’s field-mapping tools to align GHL contact fields (firstName, lastName, email, phone) with Rankr’s corresponding fields. Validate mappings with a test contact to ensure updates flow in both directions and handle type conversions accordingly.
The GHL API enforces rate limits; plan calls accordingly, batch requests when possible, and implement exponential backoff on errors. Using webhooks for changes can reduce polling and keep data fresh while minimizing calls.
Notes and tags are supported. You can create and read notes, and assign or sync tags to contacts. If a note or tag changes, ensure the integration updates Rankr to prevent duplicates and preserve historical context.
Begin with a test connection in a staging environment, validating data mapping and error handling. Then move to live with restricted scope, monitor logs, and adjust mappings or triggers as needed.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
