To securely connect, obtain your GHL API key, configure proper scopes, and manage token access for ActiveTrail data.
Set up OAuth or API key access for Rankr to securely access ActiveTrail data and maintain a trusted connection.
1) API Endpoint1 — Retrieve contact data from ActiveTrail. 2) API Endpoint2 — Create or update contacts in Rankr. 3) API Endpoint3 — Fetch activity logs. 4) API Endpoint4 — Manage tags and custom fields. 5) API Endpoint5 — Trigger workflows. 6) API Endpoint6 — Retrieve contract documents. 7) API Endpoint7 — List conversations. 8) API Endpoint8 — Access engagement metrics. 9) API Endpoint9 — Submit form submissions. 10) API Endpoint10 — Sync status and audit trails.
Trigger: New or updated ActiveTrail contact syncs to Rankr in real time.
Actions: Create or update corresponding contact records in Rankr, ensuring fields map correctly.
Path: /contacts
Key fields: email, external_id, status.
Trigger: Tag or custom field changes in ActiveTrail.
Actions: Push tag updates to Rankr and map custom fields accordingly.
Path: /tags and /custom_fields
Fields: tag_name, tag_id, field_name, field_value.
Trigger: New or updated leads in ActiveTrail trigger Rankr updates.
Actions: Create/update lead records in Rankr and adjust statuses accordingly.
Path: /leads
Fields: lead_id, score, status.
Automate data synchronization between ActiveTrail and Rankr without writing code.
Enjoy real-time updates, reducing manual data entry and errors.
Centralize workflows through the Documents & Contracts API for faster processing.
Understand essential elements like endpoints, triggers, actions, and data fields involved in the ActiveTrail-GHL-Rankr connection.
Application Programming Interface: a standardized set of rules that lets apps communicate and exchange data.
A URL endpoint that receives real-time data from another service when events occur.
OAuth is an open standard for token-based authorization to grant access without sharing credentials.
A specific URL in an API that performs a defined function or returns data.
Set up an onboarding flow that creates new Rankr records when a new contact signs up in ActiveTrail.
Synchronize lead scores from ActiveTrail to Rankr to prioritize follow-ups automatically.
Trigger renewal workflows in Rankr when ActiveTrail signals upcoming expirations.
Obtain a GHL API key and configure scopes for ActiveTrail data in Rankr.
Set up OAuth or API key authentication between Rankr and GHL to secure the connection.
Define data mappings and run tests to verify end-to-end data flow.
The GHL API allows apps to interact with ActiveTrail data programmatically. Use it to fetch contacts, trigger actions, and sync information with Rankr. Always use the principle of least privilege and rotate keys regularly. Keep credentials secure and never expose them in client-side code.
No heavy coding is required thanks to the no-code Zapier App Connector workflow. You can set up triggers, actions, and mappings visually. If you need deeper control, lightweight scripting in your integration layer can handle complex transformations.
For basic sync, focus on endpoints that manage contacts, leads, and tags. Map core fields like email, name, and status first, then layer on custom fields and workflow triggers as needed.
Security is maintained via API keys, OAuth tokens, and scoped permissions. Use TLS for data in transit, and store secrets in a secure vault. Regularly review access rights and monitor unusual activity.
Yes. Field mappings can be customized in the integration setup. Define how ActiveTrail fields map to Rankr fields, including standard and custom fields, to ensure data aligns correctly.
Check API credentials, verify endpoint paths, and confirm data mappings. Use test transfers to validate. If failures occur, inspect error responses, rate limits, and permission scopes, then retry after adjustments.
API credentials are found in your GHL developer settings and Rankr app configuration. Store them securely (e.g., in a password manager) and rotate keys periodically. Avoid hard-coding secrets in code or dashboards.
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Complete Operations Catalog - 126 Actions & Triggers
