Use OAuth 2.0 to authorize Rise to access your Contacts data. Retrieve client credentials from the GHL developer console, request scopes such as contacts.readonly (and additional write permissions if needed), and securely store tokens.
Configure Rise to securely authenticate with your GHL account using OAuth. Ensure the redirect URL is whitelisted and credentials are rotated regularly for maximum security.
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 WRITE PERMISSION: 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 Rise, then synced to GHL in real time.
Actions: Create or update the corresponding GHL contact; attach notes and related tasks as needed.
Method paths: POST /contacts/ and PUT /contacts/:contactId
Key fields: contactId, email, name, phone
Trigger: Rise creates or updates tasks; reflect changes in GHL as linked tasks.
Actions: Create/update tasks in GHL; update status to match Rise.
Path: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Fields: taskId, contactId, title, status, dueDate
Trigger: Rise notes are added or updated and pushed to GHL notes.
Actions: Create/update notes in GHL; attach to the correct contact and preserve timestamps.
Paths: POST /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id
Fields: noteId, contactId, content, createdAt
Visual workflow building lets non-developers automate data flows between Rise and GHL with clicks, not code.
Centralized data keeps contacts, tasks, and notes in sync across apps for a single source of truth.
Faster onboarding and scalable automation for growing teams.
Definitions of core terms: API, endpoints, triggers, actions, data mappings, and fields used to connect Rise with the GHL Contacts API.
Application Programming Interface that lets Rise request and update data in the GHL Contacts API.
A specific URL path that performs a data operation in an API.
Authorization framework used to grant Rise secure access to GHL data without sharing passwords.
Defines the level of access Rise has to Contacts data (e.g., readonly or write).
Trigger a push to GHL to create a contact with essential fields and notes automatically.
Whenever tasks are added or updated in Rise, mirror them in GHL and keep statuses aligned.
Automatically copy Rise notes into GHL notes to preserve context across tools.
Obtain the client ID and client secret from the GHL developer portal.
Enter the redirect URI and select scopes such as contacts.readonly.
Run a test pull of a contact or a simple endpoint to verify data flow.
Permissions vary by action. At minimum, Rise will need access to read contacts to pull data and write permissions to update or create records in GHL. Always adhere to the principle of least privilege and grant only the scopes necessary for your workflow. If you enable write access, ensure you monitor changes and implement error handling so updates don’t overwrite data unexpectedly.
Yes. You can sync tasks and notes in addition to contacts. This allows you to reflect task progress and contextual notes in GHL, creating a cohesive history across apps. Set up triggers for task creation, updates, and note additions to keep both systems aligned in real time.
The connection uses OAuth 2.0 with tokens, TLS encryption, and scope-based access. Tokens are rotated and stored securely, and applicable endpoints support standard security best practices. For additional safety, restrict IPs, monitor activity, and enable alerting for unusual sign-in or data changes.
Basic familiarity with OAuth and API concepts helps, but Rise is designed for no-code and low-code users. The visual workflow builder guides you through setup, triggers, and actions without writing code. If you need advanced mappings, you can leverage fallback logic or JSON data transforms where supported.
Rate limits depend on your GHL plan. Implement retry logic and exponential backoff in Rise to gracefully handle temporarily hitting limits. Cache or batch requests where appropriate to reduce call volume. Monitor quotas in the GHL developer console and adjust automation to stay within allowed limits.
Yes. You can map standard fields like contact name, email, and phone, and you can extend mappings with custom fields where available. Use data transforms to align field formats between Rise and GHL. Test field mappings with sample records to ensure data integrity during sync.
Support is available via the Rankr help center and the Rise integration team. Check the documentation for setup guides, then reach out with your specific questions or error logs. Community forums and knowledge base articles are good first stops for common issues.
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