Step by Step Guide to Building a Proposify API Integration in Python

Introduction

Hey there, fellow developer! Ready to supercharge your proposal process with Proposify's API? Let's dive in and build a Python integration that'll make your life easier. We'll cover the essentials, so you can get up and running in no time.

Prerequisites

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

• Python 3.x installed
• requests library (pip install requests)
• Your Proposify API credentials handy

Authentication

First things first, let's get you authenticated:

import requests

API_KEY = 'your_api_key_here'
BASE_URL = 'https://api.proposify.com/v1'

headers = {
    'Authorization': f'Bearer {API_KEY}',
    'Content-Type': 'application/json'
}

Basic API Requests

Now, let's make some noise with basic GET and POST requests:

# GET example
response = requests.get(f'{BASE_URL}/proposals', headers=headers)
proposals = response.json()

# POST example
new_proposal = {
    'name': 'Awesome New Proposal',
    'client_id': 'client_id_here'
}
response = requests.post(f'{BASE_URL}/proposals', headers=headers, json=new_proposal)

Pro tip: Always check response.status_code to handle errors gracefully!

Core Functionalities

Let's tackle the bread and butter of proposal management:

# Retrieve proposals
def get_proposals():
    return requests.get(f'{BASE_URL}/proposals', headers=headers).json()

# Create a proposal
def create_proposal(proposal_data):
    return requests.post(f'{BASE_URL}/proposals', headers=headers, json=proposal_data).json()

# Update a proposal
def update_proposal(proposal_id, update_data):
    return requests.put(f'{BASE_URL}/proposals/{proposal_id}', headers=headers, json=update_data).json()

# Delete a proposal
def delete_proposal(proposal_id):
    return requests.delete(f'{BASE_URL}/proposals/{proposal_id}', headers=headers)

Advanced Features

Ready to level up? Let's handle sections, recipients, and webhooks:

# Add a section to a proposal
def add_section(proposal_id, section_data):
    return requests.post(f'{BASE_URL}/proposals/{proposal_id}/sections', headers=headers, json=section_data).json()

# Manage recipients
def add_recipient(proposal_id, recipient_data):
    return requests.post(f'{BASE_URL}/proposals/{proposal_id}/recipients', headers=headers, json=recipient_data).json()

# Set up a webhook
def create_webhook(event_type, target_url):
    webhook_data = {
        'event': event_type,
        'target_url': target_url
    }
    return requests.post(f'{BASE_URL}/webhooks', headers=headers, json=webhook_data).json()

Best Practices

Keep these in mind to stay on Proposify's good side:

1. Respect rate limits (check headers for limits)
2. Use pagination for large datasets
3. Cache frequently accessed data

Testing and Debugging

Don't forget to test! Here's a quick example:

import unittest

class TestProposifyAPI(unittest.TestCase):
    def test_get_proposals(self):
        proposals = get_proposals()
        self.assertIsInstance(proposals, list)
        self.assertTrue(len(proposals) > 0)

if __name__ == '__main__':
    unittest.main()

Conclusion

And there you have it! You're now armed with the knowledge to build a robust Proposify API integration. Remember, the API docs are your best friend for diving deeper. Happy coding!

Code Repository

For the full code examples and more, check out our GitHub repo.

Now go forth and conquer those proposals!