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Step by Step Guide to Building a DocSend API Integration in JS

Aug 16, 20246 minute read

Introduction

Hey there, fellow code wrangler! Ready to dive into the world of DocSend API integration? You're in for a treat. We're going to walk through building a robust integration that'll have you managing documents like a pro. Let's get cracking!

Prerequisites

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

  • A DocSend account with an API key (if you don't have one, go grab it!)
  • Node.js and npm installed on your machine
  • A good grasp of JavaScript and REST APIs (but you knew that already, right?)

Setting up the project

First things first, let's get our project off the ground:

mkdir docsend-integration && cd docsend-integration npm init -y npm install axios dotenv

Authentication

Security first! Let's keep that API key safe:

  1. Create a .env file in your project root:
DOCSEND_API_KEY=your_api_key_here
  1. Now, let's create an authenticated client:
require('dotenv').config(); const axios = require('axios'); const client = axios.create({ baseURL: 'https://api.docsend.com/v1', headers: { 'Authorization': `Bearer ${process.env.DOCSEND_API_KEY}` } });

Core API Interactions

Uploading documents

Time to get those docs up there:

async function uploadDocument(filePath, name) { const formData = new FormData(); formData.append('file', fs.createReadStream(filePath)); formData.append('name', name); const response = await client.post('/documents', formData, { headers: { 'Content-Type': 'multipart/form-data' } }); return response.data; }

Share those docs like a boss:

async function createLink(documentId) { const response = await client.post('/links', { document_id: documentId }); return response.data; }

Managing permissions

Keep your docs safe and sound:

async function updatePermissions(linkId, permissions) { const response = await client.put(`/links/${linkId}`, { permissions }); return response.data; }

Retrieving analytics

Let's see who's been peeking at your docs:

async function getAnalytics(documentId) { const response = await client.get(`/documents/${documentId}/analytics`); return response.data; }

Error Handling and Best Practices

Don't let those pesky errors catch you off guard:

client.interceptors.response.use( response => response, error => { if (error.response && error.response.status === 429) { // Implement retry logic here } console.error('API Error:', error.response ? error.response.data : error.message); return Promise.reject(error); } );

Advanced Features

Webhook integration

Stay in the loop with real-time updates:

const express = require('express'); const app = express(); app.post('/webhook', express.json(), (req, res) => { console.log('Webhook received:', req.body); // Handle the webhook event res.sendStatus(200); }); app.listen(3000, () => console.log('Webhook server running on port 3000'));

Bulk operations

Handle multiple docs like a champ:

async function bulkUpload(files) { return Promise.all(files.map(file => uploadDocument(file.path, file.name))); }

Testing

Keep your code squeaky clean:

const { expect } = require('chai'); const sinon = require('sinon'); describe('DocSend API Integration', () => { it('should upload a document', async () => { const stub = sinon.stub(client, 'post').resolves({ data: { id: '123' } }); const result = await uploadDocument('test.pdf', 'Test Document'); expect(result.id).to.equal('123'); stub.restore(); }); });

Deployment Considerations

When you're ready to unleash your integration on the world:

  • Use environment variables for all sensitive data
  • Implement proper error logging and monitoring
  • Consider using a rate limiting library to respect API limits
  • Ensure your server is secure and up-to-date

Conclusion

And there you have it! You've just built a rock-solid DocSend API integration. Remember, this is just the beginning - there's always room to expand and improve. Keep exploring the API docs, and don't be afraid to push the boundaries.

Now go forth and document with confidence! 🚀📄