Use OAuth 2.0 to obtain access tokens from the GHL API. Store tokens securely and refresh before expiration.
Rankr authenticates with a client credential flow to get a short-lived access token for API calls. Use your client_id and client_secret from the GHL developer console.
Common endpoints to consider include: contacts, documents, contracts, templates, tasks, webhooks, and user sessions. Specifics depend on your use case; consult the API docs for exact paths and methods.
Trigger: a new or updated lead in Rankr creates or updates a contact in GHL.
Actions: upsert contact fields (name, email, phone); attach related documents; link to client record.
POST /contacts
Key fields: email, name, external_id
Trigger: document status changes in Rankr trigger an update or create in GHL.
Actions: create or update documents in GHL and attach to contact
POST /documents
Key fields: document_id, contact_id, status
Trigger: client data changes in Rankr prompt updates in GHL
Actions: upsert contact fields like name, email, company, address
PATCH /contacts/{id}
Key fields: contact_id, email
Automate document workflows without writing code using 0CodeKit.
Keep client data synchronized in real time across Rankr and GHL.
Reduce manual data entry, speed up approvals, and improve accuracy.
This glossary explains essential terms and how they apply to the GHL-Rankr integration.
Application Programming Interface: a set of rules that lets Rankr talk to the GHL API.
A callback URL that GHL calls when specific events occur to notify Rankr.
Authorization framework used to obtain access tokens securely.
A specific URL in the GHL API that performs a defined action.
When a new lead is created in GHL, automatically generate a contract in Rankr and attach it to the lead.
Use Rankr to fill templates with fields from GHL before sending for approval.
Schedule contract renewal reminders in GHL when Rankr detects upcoming expiry.
Register the Rankr app in GHL, generate a client ID and secret, and store them securely.
Set up event webhooks in GHL to notify Rankr of relevant actions (lead creation, document status, etc.).
Run end-to-end tests with sample data, verify mappings, and handle errors gracefully.
The GHL-Rankr integration connects Rankr’s Documents & Contracts API with the GHL API to automate document creation, updates, and approvals, all from a no-code setup. This enables your team to trigger actions in Rankr based on events in GHL. No-code tools like 0CodeKit simplify mapping and workflow setup, so you can realize this integration quickly without writing code.
Most common flows can be built without custom code. For advanced scenarios, you may need light scripting or custom field mappings, but the platform supports point-and-click configuration. Always start with a small pilot to validate data mapping and triggers.
The integration uses OAuth 2.0 to obtain access tokens for secure API calls. Client credentials are exchanged for a token and renewed before expiry. Store tokens securely (e.g., server-side secret management) and implement token refresh logic in your app or workflow.
Key endpoints include contacts, documents, contracts, and webhooks. Exact paths vary; refer to the GHL API docs and Rankr’s endpoint mapping in 0CodeKit. Focus on endpoints that enable upserts of contact data and document creation/attachment in Rankr through GHL.
Testing should start in a sandbox or developer environment. Use sample data to verify field mappings, triggers, and error handling. Validate success paths and error messages, then proceed to production with safeguards and monitoring.
API credentials are generated in the GHL developer console. Retrieve client_id and client_secret, configure redirect URIs if needed, and store them securely. Renew credentials as needed and rotate secrets regularly.
If you hit rate limits, review your call patterns and implement exponential backoff. Cache responses where possible and batch requests when supported. Consider splitting work across smaller triggers or using webhooks to avoid polling overload.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
