Authentication is handled via OAuth 2.0 with the scopes required for reading and updating contact data. Ensure you have valid credentials configured in your GHL app to authorize Rankr to access your Contacts API data.
Rankr authenticates to the GHL API using a secure API key and OAuth flow to request permission to access Contacts data, ensuring each request is authorized and auditable.
Below is a concise list of core endpoints used in this Google Docs integration to manage contacts, tasks, notes, appointments, and tags.
Trigger: Retrieve a contact’s details by ID and populate Google Docs with the latest data.
Actions: GET /contacts/:contactId to fetch the contact data and update templates in Google Docs.
GET /contacts/:contactId
Key fields: contactId (path), basic identifiers, and any needed expansions for related data.
Trigger: On opening a contact, fetch all assigned tasks.
Actions: GET /contacts/:contactId/tasks
GET /contacts/:contactId/tasks
Key fields: contactId, taskId (optional for specific task).
Trigger: Retrieve a single task by ID for a contact.
Actions: GET /contacts/:contactId/tasks/:taskId
GET /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId.
Launch powerful automations in minutes with Google Docs as your hub; no server code required.
Keeps data synchronized across systems, reducing manual updates.
Scalable, future-proof integration that grows with your team.
Definitions of API terms and how data flows between GHL, Rankr, and Google Docs.
Application Programming Interface — a set of rules for accessing a web-based software application.
An authorization protocol that lets apps securely access data without sharing passwords.
A specific URL in an API that performs a defined action (read, write, update, delete).
A permission setting that defines what data an app can access.
Use a Google Docs template to auto-populate contact summaries pulled from the Contacts API whenever you open a contact record.
Edit a Google Docs checklist and push changes back to Rankr via PUT/POST endpoints to update tasks.
Capture notes and appointment details in Docs and synchronize them with the Contacts API for a complete history.
Obtain OAuth credentials for the Contacts API and grant Rankr permission to read and write contact data.
Set up the REST endpoints listed above in Rankr’s Google Docs integration settings.
Build Google Docs templates and map fields to the endpoints to auto-populate and push updates.
You can retrieve contact details, tasks, notes, appointments, and tags via REST endpoints. Use the GET and POST methods to fetch data and create records as needed. The data you pull into Google Docs can be used to populate reports, templates, and shared docs for your team. Two-way sync is possible when you map updates back through PUT, PATCH, or DELETE calls as your workflow requires.
No heavy coding is required. The integration uses a no-code/low-code approach via Rankr’s connectors and Google Docs templates. You configure the mappings and endpoints in the UI, and the system handles authentication and data transfer.
OAuth 2.0 tokens provide secure access without exposing user passwords. Access tokens can be refreshed automatically. Follow best practices: store tokens securely, use least-privilege scopes, and implement token renewal on expiry.
Yes. The endpoints support reading and writing for contacts, tasks, notes, and appointments. Use GET for reads, POST for creates, PUT for updates, and DELETE for removals, with proper permission scopes.
Core endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, GET /contacts/, 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. These form the basis for building your Google Docs templates and automations.
Test the integration by creating a test contact in Rankr, then pulling that data into a Google Doc template. Verify the fields render correctly and validate updates by performing a sample update via the API. Use a sandbox or test credentials where available.
API rate limits and quotas depend on your GHL plan. Monitor usage in your API dashboard and implement exponential backoff to handle temporary limits. Contact support if you anticipate higher load needs.
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Complete Operations Catalog - 126 Actions & Triggers
