How to Connect Rankr to Contacts API via GHL Katana

Katana connects the Contacts API with Rankr through GHL

A step by step guide to linking Contacts API with Rankr using GHL

Learn how to authorize and connect the GHL Contacts API with Rankr to enable access to contacts tasks notes and more via Katana

Authorize the GHL connection for Contacts API

Start by creating OAuth credentials or an API key for GHL and grant Rankr the Contacts API scope. Save tokens securely and test connectivity.

Authorize Rankr to access the Contacts API

In Rankr configuration, enter the GHL credentials and select the Contacts API scope. Use secure storage and rotate credentials as needed.

Key Endpoints in the GHL Contacts API used by Katana

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, API Endpoint9: contacts.write, API Endpoint10: POST /contacts/, API Endpoint11: PUT /contacts/:contactId, API Endpoint12: DELETE /contacts/:contactId, API Endpoint13: POST /contacts/:contactId/tasks, API Endpoint14: PUT /contacts/:contactId/tasks/:taskId, API Endpoint15: PUT /contacts/:contactId/tasks/:taskId/completed, API Endpoint16: DELETE /contacts/:contactId/tasks/:taskId, API Endpoint17: POST /contacts/:contactId/tags

Top 3 connection patterns between Contacts API and Rankr

1) Real time contact sync

Trigger when a contact is created or updated in GHL to push changes to Rankr

Actions create or update the corresponding Rankr contact and optionally update related tasks and notes

GET /contacts/:contactId

id email firstName lastName phone

Top 3 connection patterns between Contacts API and Rankr

2) Sync tasks and notes to Rankr

Trigger on task or note changes in GHL

Actions mirror task and note data to Rankr linked to the relevant contact

GET /contacts/:contactId/tasks

taskId title status dueDate contactId

Top 3 connection patterns between Contacts API and Rankr

3) Notes and activity history

Trigger on notes added or updated in GHL

Actions create notes in Rankr and attach to the contact record

GET /contacts/:contactId/notes

noteId content createdAt contactId

Benefits of connecting Rankr with Contacts API without code

Automate data sync between GHL and Rankr without custom scripting

Create a unified customer view across platforms for faster insights

Launch API driven workflows quickly with Katana

Key terms and glossary

Overview of endpoints triggers actions and fields used to connect GHL Contacts API with Rankr via Katana

API

A defined set of endpoints that let apps read write and manage data in the GHL Contacts API

Endpoint

A specific URL path that performs a defined operation using an HTTP method

OAuth 2.0

A standard protocol for secure delegated access to resources

Payload

The data sent to or received from an API call

People also Search for:

3 Creative ideas for Rankr and Contacts API Katana integration

Idea 1: Auto tag new contacts in Rankr

When a new contact is added in GHL, Rankr automatically tags and routes to the correct workflow

Idea 2: Sync tasks and notes to Rankr

Link task updates and notes to the Rankr contact record to keep data in sync

Idea 3: Customer journey analytics

Aggregate contact data across endpoints to build funnels and dashboards in Rankr

3 steps to connect Contacts API with Rankr

Step 1: Prepare credentials

Obtain GHL API credentials and configure OAuth or API keys in Rankr

Step 2: Configure Katana endpoints

Add endpoints definitions and map fields in Rankr to GHL

Step 3: Test and go live

Run tests check data flows monitor logs and enable automatic syncing

Frequently Asked Questions

What is the GHL Contacts API used for?

The GHL Contacts API provides programmatic access to contacts data including tasks notes and appointments. You can pull and push data between GHL and Rankr to automate workflows. This API is designed for developers and platform integrations.

No heavy coding is required if your platform supports automation via Katana. You will configure endpoints map fields and set triggers. Some light scripting in Rankr may be used for custom workflows, but many scenarios can be accomplished with built in actions.

Authentication is typically done via OAuth 2.0 or API keys. You will create an app in GHL or use existing credentials and then configure Rankr to use those credentials securely. Rotate tokens regularly and follow best practices.

The initial set includes contacts endpoints, tasks endpoints notes endpoints and basic account information. More endpoints can be enabled as needed. Refer to the Katana API documentation for a complete list.

Yes. You can fetch and sync tasks and notes along with contact data. This enables a complete activity timeline inside Rankr.

Check request logs check response codes verify credentials and test each flow. Use built in test mode and monitor rate limits.

Logs are available in Rankr and GHL dashboards. Set up alerts for failures and review error messages to diagnose issues.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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