Step by Step Guide to Building an Adobe Sign API Integration in Ruby

Introduction

Hey there, fellow Ruby enthusiast! Ready to dive into the world of digital signatures? Let's get cracking with Adobe Sign API integration. This nifty tool will let you automate document signing processes, making life easier for you and your users.

Prerequisites

Before we jump in, make sure you've got:

• A Ruby environment (2.6+ recommended)
• An Adobe Sign account with API access (if you don't have one, go grab it!)

Setting up the project

First things first, let's set up our project:

mkdir adobe_sign_integration
cd adobe_sign_integration
bundle init

Now, add these gems to your Gemfile:

gem 'faraday'
gem 'dotenv'

Run bundle install, and we're off to the races!

Authentication

Adobe Sign uses OAuth 2.0. Here's a quick way to get your access token:

require 'faraday'
require 'dotenv/load'

client_id = ENV['ADOBE_SIGN_CLIENT_ID']
client_secret = ENV['ADOBE_SIGN_CLIENT_SECRET']
redirect_uri = ENV['ADOBE_SIGN_REDIRECT_URI']

# Get your authorization code first, then:

response = Faraday.post('https://secure.na1.echosign.com/oauth/token', {
  grant_type: 'authorization_code',
  client_id: client_id,
  client_secret: client_secret,
  code: authorization_code,
  redirect_uri: redirect_uri
})

access_token = JSON.parse(response.body)['access_token']

Pro tip: Store your credentials in a .env file and use the dotenv gem to load them. Security first!

Basic API Operations

Let's create and send an agreement:

conn = Faraday.new(url: 'https://api.na1.echosign.com/api/rest/v6') do |f|
  f.request :json
  f.response :json
  f.adapter Faraday.default_adapter
end

response = conn.post('/agreements') do |req|
  req.headers['Authorization'] = "Bearer #{access_token}"
  req.body = {
    fileInfos: [{ transientDocumentId: 'your_document_id' }],
    name: 'Test Agreement',
    participantSetsInfo: [
      {
        memberInfos: [{ email: '[email protected]' }],
        order: 1,
        role: 'SIGNER'
      }
    ],
    signatureType: 'ESIGN',
    state: 'IN_PROCESS'
  }
end

agreement_id = response.body['id']

Advanced Features

Want to get fancy? Let's set up a webhook:

conn.post('/webhooks') do |req|
  req.headers['Authorization'] = "Bearer #{access_token}"
  req.body = {
    name: 'My Webhook',
    scope: 'ACCOUNT',
    state: 'ACTIVE',
    webhookSubscriptionEvents: ['AGREEMENT_ALL'],
    webhookUrlInfo: { url: 'https://your-webhook-url.com' }
  }
end

Error Handling and Best Practices

Always expect the unexpected:

begin
  response = conn.get('/agreements/#{agreement_id}')
  if response.status == 429
    # Handle rate limiting
    sleep(60)
    retry
  end
rescue Faraday::ConnectionFailed
  # Handle network issues
  retry
end

Testing

Mock it 'til you make it:

require 'webmock/rspec'

RSpec.describe AdobeSignClient do
  it 'creates an agreement' do
    stub_request(:post, 'https://api.na1.echosign.com/api/rest/v6/agreements')
      .to_return(status: 201, body: '{"id": "abc123"}')

    client = AdobeSignClient.new
    response = client.create_agreement(name: 'Test')
    expect(response['id']).to eq('abc123')
  end
end

Deployment Considerations

Keep your secrets secret:

# config/initializers/adobe_sign.rb
AdobeSign.configure do |config|
  config.client_id = ENV['ADOBE_SIGN_CLIENT_ID']
  config.client_secret = ENV['ADOBE_SIGN_CLIENT_SECRET']
end

Conclusion

And there you have it! You're now equipped to integrate Adobe Sign into your Ruby projects like a pro. Remember, the API is your oyster – there's plenty more to explore in the official docs. Happy coding, and may your signatures always be digital!