How to connect Rankr Notes App to GHL Notes API

GHL Notes API x Rankr Notes App: A seamless integration blueprint

Step-by-step guide to connecting GHL Notes API with Rankr Notes App

This guide covers authentication, endpoint usage, and best practices to connect GHL Notes API with Rankr Notes App for automated note syncing.

Authenticate with the GHL Notes API

Use OAuth 2.0 to authorize access to your GHL Notes API account and issue access tokens for requests.

App authentication for Rankr Notes App

Create and manage API keys or OAuth credentials to securely access the Rankr Notes App API.

Endpoint Overview for GHL Notes API

The Notes API provides endpoints for creating, retrieving, updating, and deleting notes, as well as managing attachments, labels, and metadata. Refer to the official docs for the complete catalog.

Top 3 connection patterns between GHL Notes API and Rankr Notes App

Real-time note sync

Trigger: a new or updated note in GHL automatically syncs to Rankr.

Actions: create or update the corresponding Rankr note, attach metadata, and trigger downstream automations.

Method path: POST /notes/sync

Key fields: note_id, last_modified, status

Top 3 connection patterns between GHL Notes API and Rankr Notes App

Batch import for large note sets

Trigger: nightly batch pull from GHL to Rankr.

Actions: upsert notes, reconcile duplicates, and update indexes.

Method path: POST /notes/batch_import

Key fields: batch_id, notes_count, checksum

Top 3 connection patterns between GHL Notes API and Rankr Notes App

Webhook-based updates

Trigger: GHL note changes fire webhooks to Rankr.

Actions: push updates to Rankr, trigger analytics, and notify users.

Method path: POST /notes/webhook

Key fields: event_id, note_id, event_type

No-code benefits of connecting GHL Notes API with Rankr

Create notes automatically without manual entry, using triggers from GHL.

Automate cross-platform workflows with conditional actions based on note events.

Gain real-time visibility across systems and faster decision-making.

Key terms and glossary

This glossary covers API basics, data flows, and the essential terms you’ll encounter when integrating GHL Notes API with Rankr.

API

Application Programming Interface: a set of rules that enables different software to communicate and share data.

OAuth 2.0

An authorization framework that grants limited access to user resources without exposing credentials.

Webhook

A real-time HTTP callback that notifies your app when an event occurs.

Endpoint

A specific URL path in an API that performs a defined operation.

People also Search for:

Creative ideas for connecting GHL Notes API with Rankr Notes App

Idea 1: Smart note templates

Automatically generate templated notes in Rankr when related items are created in GHL.

Idea 2: Cross-project summaries

Compile notes into consolidated summaries across projects for executive dashboards.

Idea 3: Conflict resolution prompts

Prompt users to review duplicates and conflicts during sync.

3 steps to connect GHL Notes API with Rankr

Step 1: Generate credentials

Create an API key or OAuth client in GHL and securely store credentials in Rankr.

Step 2: Configure endpoints

Map data fields between GHL and Rankr and test each endpoint.

Step 3: Test and deploy

Run test syncs, review logs, and enable automation for production.

Frequently Asked Questions

What is the GHL Notes API and how does it connect to Rankr?

The GHL Notes API is a gateway that lets Rankr connect to your GHL data and automate note-related tasks. By linking the API to Rankr, you can create, modify, and retrieve notes from your GHL workspace directly within Rankr. This integration enables seamless data flow without manual copy-paste. Both authentication and endpoint configuration are required to establish a secure connection.

Basic familiarity with API concepts helps, but you can implement many flows with no-code automation tools and built-in connectors. You’ll mainly configure credentials, map fields, and set up triggers. If you’re comfortable with simple data mapping, you can start immediately; deeper custom flows may require light scripting.

We support OAuth 2.0 and API keys for secure access. OAuth 2.0 provides delegated access without sharing credentials, while API keys offer straightforward authentication for trusted servers. Choose the method that matches your security posture and automation strategy.

Yes. Real-time sync is possible via webhooks and event-driven triggers. When a note changes in GHL, a webhook can push the update to Rankr so downstream automations respond instantly. Real-time syncing can be tuned to balance API limits with responsiveness.

Initial setup typically requires: creating credentials in GHL, configuring Rankr to use those credentials, mapping fields between systems, and testing a minimal note sync. Once working, you can scale to batch imports and webhook-driven updates.

Monitor response codes and rate limits, implement exponential backoff, and log errors for visibility. Use retries for transient issues and maintain a retry policy to avoid overwhelming the API. Centralized error dashboards help rapid triage.

API documentation is available in your GHL developer portal and Rankr integration docs. Look for the Notes API reference, authentication guides, endpoint catalog, and starter tutorials to accelerate setup.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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