Use API keys or OAuth to securely authorize Rankr to access your GHL documents data.
Rankr uses a secure credential store to authorize requests and protect customer data.
The endpoint list includes creating, retrieving, updating and deleting documents; managing templates; sending for signature; tracking status; and webhook events to keep systems in sync.
Trigger: when a new contract is created in Rankr, automatically generate a document in the GHL Documents API.
Actions: fetch templates, fill fields, and send for signature.
Method path: /contracts/{contractId}/documents
Key fields: contractId, templateId, recipientEmail
Trigger: when document status changes in GHL, Rankr receives an update.
Actions: update Rankr contract status and notify stakeholders.
Method path: /documents/{docId}/status
Fields: docId, status, updatedAt
Trigger: upon document completion
Method path: /contracts/{id}
Fields: id, metadata
Fast setup with drag and drop automation, no code required.
Prebuilt templates and webhooks speed time to value.
Clear auditing, tracking and governance for document workflows.
Definition of elements and processes to connect Rankr with the Documents API.
A secret token used to authenticate requests to the GHL Documents API.
An authorization framework that lets Rankr access GHL data without sharing user credentials.
A URL endpoint that receives real time event notifications from GHL.
A specific route in the API used to perform an action.
Automatically populate Rankr contracts using GHL templates when triggers occur.
Send reminders when documents reach milestones via Rankr and GHL.
Sync enriched metadata back to Rankr for richer insights.
Generate an API key in GHL and securely store it in Rankr.
Set up webhook endpoints in Rankr to listen for GHL events.
Align Rankr fields with GHL template fields to auto fill documents.
Authentication uses API keys or OAuth to securely authorize Rankr with the GHL Documents API. Start by generating an API key in GHL and saving it in Rankr’s secure vault. If using OAuth, configure the consent screen and redirect URL in your GHL developer settings, then authorize Rankr to access the required data.
No code options are available through Rankr’s visual workflows and templates. You can connect without writing code, while developers can leverage endpoints for deeper customization. This combination lets you start quickly with no code while still supporting advanced integrations if needed.
Yes webhooks are supported to receive real time updates from GHL about document events. Set up a webhook URL in Rankr and subscribe to document related events in GHL. Webhooks keep Rankr synchronized with GHL and enable timely automations.
The integration supports core endpoints for documents, templates, signatures, status updates and metadata. Some endpoints require specific permissions; refer to the GHL API docs for a full list. Upgrade permissions as needed in your GHL account to access the required endpoints.
Yes there is a no code option through Rankr templates and triggers. You can still access endpoints if you need custom logic. For developers, these endpoints unlock full flexibility and custom workflows.
Security is ensured with encrypted keys, scoped permissions and webhook signing. Regular audits and best practices protect customer data. Always rotate keys, monitor access, and follow your organization’s security guidelines.
If you encounter errors, verify authentication, endpoint permissions and rate limits. Review webhook delivery status and request payloads in your logs for details. Consult the integration logs, enable verbose debugging, and reach out to support if the issue persists.
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Complete Operations Catalog - 126 Actions & Triggers
