Step by Step Guide to Building a Keap API Integration in Ruby

Introduction

Hey there, fellow developer! Ready to dive into the world of Keap API integration? You're in for a treat. We'll be using the infusionsoft gem to make our lives easier. Let's get cracking!

Prerequisites

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

• A Ruby environment set up (I know you've got this!)
• A Keap account with API credentials (if not, go grab 'em!)

Installation

First things first, let's get that infusionsoft gem installed:

gem install infusionsoft

Easy peasy, right?

Authentication

Now, let's get you authenticated:

1. Set up your OAuth2 credentials in your Keap account.
2. Use these to get your access token:

require 'infusionsoft'

client = Infusionsoft::Client.new(
  client_id: 'YOUR_CLIENT_ID',
  client_secret: 'YOUR_CLIENT_SECRET'
)

token = client.auth.get_access_token('YOUR_AUTHORIZATION_CODE')

Basic API Connection

Let's make sure everything's working:

client = Infusionsoft::Client.new(access_token: token)
puts client.contacts.find_by_email('[email protected]')

If you see contact info, you're golden!

Common API Operations

Here's where the fun begins. Let's play with some contacts:

# Retrieve contacts
contacts = client.contacts.all

# Create a new contact
new_contact = client.contacts.create(
  email: '[email protected]',
  given_name: 'John',
  family_name: 'Doe'
)

# Update a contact
client.contacts.update(new_contact['id'], { email: '[email protected]' })

# Apply a tag
client.contacts.apply_tag(new_contact['id'], 'YOUR_TAG_ID')

Handling Errors and Rate Limiting

Don't let errors catch you off guard:

begin
  # Your API call here
rescue Infusionsoft::ClientError => e
  puts "Oops! Client error: #{e.message}"
rescue Infusionsoft::ServerError => e
  puts "Uh-oh! Server error: #{e.message}"
end

For rate limiting, consider using a gem like ratelimit to keep things smooth.

Advanced Usage

Ready to level up? Try batch operations:

batch = client.contacts.batch
batch.create({ email: '[email protected]' })
batch.create({ email: '[email protected]' })
results = batch.run

And don't forget about webhooks - they're your friends for real-time updates!

Testing and Debugging

Always test your integration:

require 'minitest/autorun'

class TestKeapIntegration < Minitest::Test
  def test_create_contact
    # Your test code here
  end
end

Pro tip: Use puts liberally when debugging. Sometimes the old ways are the best ways!

Best Practices and Optimization

• Cache frequently used data to reduce API calls.
• Use background jobs for time-consuming operations.
• Keep your access token secure - never commit it to version control!

Conclusion

And there you have it! You're now equipped to build awesome Keap integrations with Ruby. Remember, practice makes perfect, so keep experimenting and building cool stuff. You've got this!

Need more info? Check out the Keap API docs and the infusionsoft gem documentation.

Now go forth and code brilliantly!