Use OAuth 2.0 or API keys as supported by the GHL API. Start by creating a new application in the GHL developer portal and granting scope for documents and contracts.
Protect access with Rankr’s API keys and securely store secrets in your Zapier connection settings.
A full endpoint list is available in the API reference. Examples include GET /documents, POST /documents, GET /contracts, POST /contracts, GET /contacts, POST /contacts, GET /webhooks and more (up to 54 endpoints).
Trigger: A new document is added in Rankr or a contract status changes
Actions: Create or update a document in GHL; attach to a contract; set status
Method/path: POST /documents
Key fields: document_id, rankr_contract_id, status, title
Trigger: Contact updated in Rankr
Actions: Create or update contact in GHL; map fields like name, email, company
Method/path: POST /contacts
Key fields: contact_id, email, name
Trigger: Document status changes in GHL
Actions: Update Rankr document with GHL status and metadata
Method/path: GET /documents/{id}
Key fields: document_id, status, last_updated
Automate repetitive tasks without code
Rapid setup with drag-and-drop connectors
Scalable workflows with triggers and actions
These terms explain the core concepts involved in the GHL-Rankr integration for documents and contracts
Application Programming Interface that lets software apps communicate and share data
Mechanism for real-time notifications from one app to another when events occur
Standard for delegated authorization that keeps user credentials private
Specific URL that performs an operation in an API
Trigger the creation of a formatted PDF contract in GHL whenever a new Rankr document is approved.
Map templates so updates in Rankr propagate to GHL and vice versa.
Receive instant notifications in Zapier when documents or contracts change in GHL
Obtain client ID, client secret, and API key from your GHL developer settings and Rankr account.
Connect the accounts, map triggers and actions, and enable test data.
Run end-to-end tests to ensure data maps correctly and then publish the connector.
No coding is required for basic connections using Zapier’s triggers and actions. The platform provides a visual builder to map data between Rankr and the GHL API. For more advanced workflows, you can add Code steps or custom API calls within Zapier. Security and data mapping practices should be followed, and you should test in a sandbox environment before production.
You can sync documents, contracts, and contact data such as titles, IDs, statuses, and timestamps. Map fields precisely to prevent data drift and enable reliable reporting. If needed, you can enable bidirectional sync with appropriate conflict handling and rate-limit awareness.
The integration uses OAuth tokens or API keys and data is transmitted over TLS. Secrets are stored securely in your Zapier and GHL configurations. Rotate keys regularly, grant least-privilege scopes, and monitor access with logs.
Yes. Use a sandbox or test workspace in GHL and Zapier to validate data maps and triggers. After validation, deploy to production and monitor for anomalies. Maintain version control of your connection settings.
Abstract supports many endpoints; the full list is in the API reference linked in this page. Typical use cases involve documents, contracts, and contacts, with mappings described in the integration guide.
If authentication fails, re-auth or refresh tokens, verify client IDs and secrets, and confirm the correct scopes. Check logs in Zapier and the GHL developer portal for detailed error messages and retry rules.
The endpoint list is documented in the API docs linked on this page. Look for the Endpoints section to review all 54 endpoints and their required fields, headers, and examples.
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Complete Operations Catalog - 126 Actions & Triggers
