Authenticate using a secure API token or OAuth 2.0. Store credentials safely and grant minimal required permissions to Rankr to keep data secure.
Rankr needs read and write permissions for projects, documents, and contracts in ActiveCollab. Configure a dedicated API key and scope limited to your documents and contracts workflows.
Endpoints covered in this guide include creating and retrieving documents, managing contracts, listing projects, updating tasks, and attaching files. Examples: POST/GET /projects/{project_id}/documents; POST /contracts; GET /projects; PUT /projects/{project_id}/tasks/{task_id}; POST /projects/{project_id}/documents/{doc_id}/attachments.
Trigger: When a document or contract is updated in ActiveCollab, Rankr immediately reflects the change in associated records.
Actions: Create or update documents, update linked contracts, and push notifications to teams.
Path: /api/v1/projects/{project_id}/documents and /api/v1/contracts/{contract_id}
Key fields: project_id, document_id, contract_id, last_modified
Trigger: Contract milestones in ActiveCollab trigger Rankr actions such as task creation or status updates.
Actions: Create tasks, update contract status, sync documents, and alert stakeholders.
Path: /api/v1/contracts/{contract_id}
Key fields: contract_id, milestone_id, status
Trigger: New leads in ActiveCollab create project shadows in Rankr.
Actions: Create project, link lead, assign initial tasks
Path: /api/v1/leads/{lead_id}/to_project
Key fields: lead_id, project_id, status
Benefit 1: Build powerful automations without touching a line of code.
Benefit 2: Eliminate repetitive data entry through seamless sync.
Benefit 3: See a unified view of projects, documents, and contracts in one place.
This glossary covers API endpoints, authentication, triggers, and actions used to connect ActiveCollab with Rankr.
Definition: The REST API provided by ActiveCollab to manage projects, documents, contracts, users, and related resources.
Definition: A secure authorization standard used to grant Rankr access to ActiveCollab data without sharing passwords.
Definition: API tokens or personal access tokens used to authenticate API calls to ActiveCollab.
Definition: A specific URL path in the ActiveCollab API to perform an action or retrieve data.
Automatically refresh contracts when documents are updated, preventing stale agreements and reducing admin time.
Create projects in ActiveCollab from new leads in Rankr and auto-assign corresponding documents and tasks.
Combine data from ActiveCollab and Rankr to build dashboards showing project health, contract status, and document progress.
Collect your ActiveCollab API key and set appropriate scopes for rank-automation tasks.
Set up webhooks in ActiveCollab to notify Rankr of changes to documents, contracts, and projects.
Run end-to-end tests to confirm data syncing and error handling across systems.
The ActiveCollab API is a RESTful interface that lets you manage projects, documents, contracts, users, and related resources. It enables Rankr to read and write data automatically to maintain synchronized workflows. By using tokens or OAuth, you can securely connect Rankr to ActiveCollab and start automating documents and contracts without manual steps. With the API, you can tailor automations to your process, such as creating a contract when a project is created or updating a document when a milestone is reached.
To authenticate, generate an API key or use OAuth 2.0 credentials from ActiveCollab. In Rankr, store the credentials securely and apply the necessary scopes to limit access to documents and contracts. Regularly rotate keys and monitor usage to maintain security. If you encounter token expiry, update the credentials in Rankr and re-run the connection tests to ensure continued syncing.
Rankr can sync data such as projects, documents, contracts, tasks, and related metadata. You can map fields like project_id, document_id, contract_id, and status to ensure accurate cross-app visibility. Depending on your setup, you can also push updates to activities, reminders, and notifications.
No heavy coding is required. This integration is designed to be low-code, using API keys, webhooks, and configurable field mappings. If you need advanced logic, lightweight scripting within Rankr can handle conditional workflows while keeping core setup code-free.
If syncing stops, first verify credentials and token scopes. Check webhook delivery, API rate limits, and any recent schema changes in ActiveCollab. Re-test endpoints, review error messages, and re-sync affected records. Implement simple retry logic to recover from transient failures.
Yes. You can customize endpoint mappings and field correspondences to fit your processes. Start with a core mapping, then expand to additional fields and endpoints as your workflow matures. Maintain versioned configurations to simplify updates.
Official API documentation for ActiveCollab is available in the ActiveCollab Developer Portal. It includes endpoint references, authentication details, and examples. Use these docs alongside Rankr’s guides to design robust automations.
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