How to Connect Rankr to SaaS API

SaaS API x Rankr: Seamless charity website integration

How to connect SaaS API with Rankr

This guide explains how to securely connect Rankr to the SaaS API (GHL) to manage charity websites. It covers authentication, permissions, and the endpoints used to install, tokenize, and update subscriptions without writing custom code.

Authentication for SaaS API

Authenticate Rankr with the SaaS API using OAuth 2.0. Request the oauth.readonly scope to view installed locations and verify permissions before enabling data access.

Authentication for Rankr

Rankr uses OAuth 2.0 tokens to securely connect to the SaaS API. Store tokens securely and rotate keys regularly to maintain access.

SaaS API Endpoints

Key endpoints include: GET /oauth/installedLocations to list installed locations; POST /oauth/locationToken to exchange authorization codes for tokens; saas/location.write to configure a location; PUT /update-saas-subscription/:locationId to update a subscription; POST /enable-saas/:locationId to enable a SaaS connection.

Top 3 connections between SaaS API and Rankr

1) OAuth Install and Location Sync

Trigger: When a user authorizes Rankr via OAuth, the SaaS API creates an installedLocation entry.

Actions: Retrieve installedLocations, generate a locationToken, and store tokens for future requests.

GET /oauth/installedLocations

Key Fields: locationId, clientId, accessToken, refreshToken, scope

Top 3 connections between SaaS API and Rankr

2) Location Token Management

Trigger: After initial install, refresh tokens periodically to maintain access without user intervention.

Actions: POST /oauth/locationToken to renew tokens and update stored credentials.

POST /oauth/locationToken

Key Fields: locationId, accessToken, refreshToken, expiresIn, tokenType

Top 3 connections between SaaS API and Rankr

3) Subscriptions and Location Updates

Trigger: When a SaaS subscription changes or a location is updated, reflect changes in Rankr via saas/location.write.

Actions: PUT /update-saas-subscription/:locationId and POST /enable-saas/:locationId to apply changes.

PUT /update-saas-subscription/:locationId

Key Fields: locationId, subscriptionId, status, planId

No-code benefits for SaaS API x Rankr

Benefit 1: Jump-start integration with secure OAuth flows—no custom backend required.

Benefit 2: Real-time data sync for installed locations and subscriptions, improving accuracy and timeliness.

Benefit 3: Scalable connections across multiple charity sites with centralized control and monitoring.

Key Terms and Glossary

This glossary defines endpoints, OAuth scopes, locations, tokens, and how they relate in the Rankr–SaaS API integration.

OAuth

OAuth 2.0 is the authorization framework used to grant Rankr access to the SaaS API without sharing user credentials.

Location

A connected site or instance where Rankr is installed and linked to the SaaS API.

Installed Location

A specific SaaS location that has been installed and authorized within the Rankr integration.

Endpoint

A URL path exposed by the SaaS API used to access or modify data.

People also Search for:

Creative ideas for SaaS API x Rankr

1) Automated charity site onboarding

Automatically provision new charity sites in Rankr when a new SaaS location is installed, preconfiguring essential settings and access.

2) Real-time site health checks

Use periodic checks and webhooks to verify site health, triggering alerts and self-healing workflows when issues arise.

3) Subscriptions and migrations

Seamlessly migrate between plans and update subscriptions without downtime by syncing changes through the SaaS API endpoints.

3 steps to connect SaaS API with Rankr

Step 1: Prepare your app and permissions

Register your Rankr app with the SaaS API and request the oauth.readonly scope to read installed locations.

Step 2: Authenticate and authorize

Complete the OAuth flow to authorize Rankr to access installed locations and tokens, then save credentials securely.

Step 3: Test, monitor, and go live

Test the endpoints, verify token refresh, and enable live data sync for charity sites. Monitor for errors and security alerts.

Frequently Asked Questions

What is the installedLocations endpoint used for?

The installedLocations endpoint returns all SaaS locations that Rankr is connected to. It lets you view locationId, status, and basic metadata to guide setup. This is the first step to establish a stable integration. It also helps you verify permissions before performing writes. Two paragraphs explain how to interpret the data and how to proceed with token creation.

Yes. This integration is designed to minimize coding. Start with OAuth setup and endpoint usage, then leverage the provided data structures for installs, tokens, and subscriptions. If you do need code, you can extend Rankr with webhooks or scheduled tasks to manage longer-running workflows.

Tokens are renewed using the locationToken endpoint. Access tokens have a defined expiry and should be refreshed with a refresh token when provided. Regularly rotating credentials improves security and keeps your connection healthy without user intervention.

The integration supports standard SaaS API subscriptions and location updates. You can manage multiple locations from a single Rankr instance and apply subscription changes across all connected charity sites. Review plan compatibility in your SaaS API documentation.

A sandbox environment is available for testing integrations. Use the sandbox to validate OAuth flows, endpoint responses, and token handling before going live. Always verify data integrity and access scopes in the test environment.

If a connection fails, check token validity, scopes, and endpoint responses. Re-authenticate if necessary, refresh tokens, and verify that the locationIds match between Rankr and the SaaS API. Review the endpoint logs for detailed error messages.

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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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