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Step by Step Guide to Building a Pipefy API Integration in PHP

Aug 13, 20246 minute read

Introduction

Hey there, fellow developer! Ready to supercharge your workflow with Pipefy's API? Let's dive into building a robust integration using the BernhardWebstudio/Pipefy-PHP-SDK. This nifty package will make your life a whole lot easier when working with Pipefy's API. Trust me, you'll be glad you chose this route!

Prerequisites

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

  • A PHP environment (you're a pro, so I'm sure you've got this covered)
  • Composer installed (because who doesn't love dependency management?)
  • A Pipefy account with an API key (if you don't have one, go grab it real quick)

Installation

Let's kick things off by installing the SDK. Fire up your terminal and run:

composer require bernhardwebstudio/pipefy-php-sdk

Easy peasy, right?

Configuration

Now, let's set up our Pipefy client. It's as simple as:

use BernhardWebstudio\Pipefy\PipefyClient; $client = new PipefyClient('YOUR_API_KEY');

Replace 'YOUR_API_KEY' with your actual API key, and you're good to go!

Basic Operations

Fetching Pipe Information

Want to get info about a specific pipe? Here's how:

$pipeId = 123456; $pipe = $client->pipe($pipeId);

Creating a Card

Creating a card is a breeze:

$cardData = [ 'pipe_id' => $pipeId, 'title' => 'New Task', 'fields_attributes' => [ ['field_id' => 'field_id_1', 'value' => 'Value 1'], ['field_id' => 'field_id_2', 'value' => 'Value 2'] ] ]; $newCard = $client->createCard($cardData);

Updating a Card

Need to update that card? No sweat:

$cardId = $newCard['id']; $updateData = [ 'title' => 'Updated Task Title' ]; $updatedCard = $client->updateCard($cardId, $updateData);

Deleting a Card

And if you need to get rid of a card:

$client->deleteCard($cardId);

Advanced Usage

Working with Custom Fields

Custom fields are where the real magic happens:

$customFieldData = [ 'field_id' => 'custom_field_id', 'value' => 'Custom Value' ]; $client->updateCardField($cardId, $customFieldData);

Handling Attachments

Got files to attach? We've got you covered:

$attachmentData = [ 'field_id' => 'attachment_field_id', 'file_url' => 'https://example.com/file.pdf' ]; $client->createAttachment($cardId, $attachmentData);

Using Webhooks

Stay in the loop with webhooks:

$webhookData = [ 'pipe_id' => $pipeId, 'url' => 'https://your-webhook-url.com', 'actions' => ['card.create', 'card.move'] ]; $client->createWebhook($webhookData);

Error Handling and Best Practices

Always wrap your API calls in try-catch blocks to handle exceptions gracefully:

try { $result = $client->someApiCall(); } catch (\Exception $e) { // Handle the error error_log($e->getMessage()); }

And don't forget about rate limits! Be kind to the API and implement proper throttling in your application.

Example Project

Let's put it all together with a simple script that creates a card and moves it through phases:

$pipeId = 123456; // Create a card $newCard = $client->createCard([ 'pipe_id' => $pipeId, 'title' => 'Test Card' ]); // Move the card to the next phase $phases = $client->getPipePhases($pipeId); $nextPhaseId = $phases[1]['id']; // Assuming there's more than one phase $client->moveCardToPhase($newCard['id'], $nextPhaseId); echo "Card created and moved successfully!";

Conclusion

And there you have it! You're now equipped to build awesome Pipefy integrations using PHP. Remember, the SDK documentation is your best friend for more advanced features.

Keep exploring, keep coding, and most importantly, keep automating those workflows! Happy coding, rockstar!