Step by Step Guide to Building a Wealthbox CRM API Integration in Go

Introduction

Hey there, fellow developer! Ready to dive into the world of Wealthbox CRM API integration using Go? You're in for a treat. Wealthbox CRM is a powerful tool for financial advisors, and its API opens up a whole new realm of possibilities. Whether you're looking to automate workflows, sync data, or build custom applications, this guide will get you up and running in no time.

Prerequisites

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

• Go installed on your machine (if not, head over to golang.org and get set up)
• Wealthbox CRM API credentials (you'll need these to authenticate your requests)

Got those? Great! Let's get coding.

Setting up the project

First things first, let's create a new Go project:

mkdir wealthbox-integration
cd wealthbox-integration
go mod init wealthbox-integration

Now, let's install the dependencies we'll need:

go get github.com/go-resty/resty/v2

We'll be using the resty library to make our HTTP requests nice and easy.

Authentication

Alright, time to get our hands dirty with some code. Let's start by authenticating with the Wealthbox API:

package main

import (
    "fmt"
    "github.com/go-resty/resty/v2"
)

const (
    baseURL = "https://api.wealthbox.com/v1"
    clientID = "your_client_id"
    clientSecret = "your_client_secret"
)

func getAccessToken() (string, error) {
    client := resty.New()
    
    resp, err := client.R().
        SetFormData(map[string]string{
            "grant_type": "client_credentials",
            "client_id": clientID,
            "client_secret": clientSecret,
        }).
        Post(baseURL + "/oauth/token")
    
    if err != nil {
        return "", err
    }
    
    // Parse the response and extract the access token
    // You might want to use a struct and json.Unmarshal here
    
    return "your_access_token", nil
}

Making API requests

Now that we've got our access token, let's make some API calls! Here's how you might fetch contacts:

func getContacts(accessToken string) error {
    client := resty.New()
    
    resp, err := client.R().
        SetAuthToken(accessToken).
        Get(baseURL + "/contacts")
    
    if err != nil {
        return err
    }
    
    fmt.Println(resp.String())
    return nil
}

And here's how you might create a new task:

func createTask(accessToken string) error {
    client := resty.New()
    
    resp, err := client.R().
        SetAuthToken(accessToken).
        SetBody(map[string]interface{}{
            "name": "Follow up with client",
            "due_date": "2023-06-01",
        }).
        Post(baseURL + "/tasks")
    
    if err != nil {
        return err
    }
    
    fmt.Println(resp.String())
    return nil
}

Implementing key Wealthbox CRM features

You can extend these examples to work with other Wealthbox CRM features like events, notes, and documents. The pattern is similar: authenticate, make the request, handle the response.

Error handling and logging

Don't forget to implement robust error handling and logging. Here's a quick example:

import (
    "log"
)

func someFunction() {
    // ...
    if err != nil {
        log.Printf("Error occurred: %v", err)
        // Handle the error appropriately
    }
    // ...
}

Testing the integration

Testing is crucial. Here's a simple example of how you might test your API calls:

func TestGetContacts(t *testing.T) {
    accessToken, err := getAccessToken()
    if err != nil {
        t.Fatalf("Failed to get access token: %v", err)
    }
    
    err = getContacts(accessToken)
    if err != nil {
        t.Fatalf("Failed to get contacts: %v", err)
    }
}

Best practices and optimization

Remember to implement rate limiting to avoid hitting API limits. You might also want to consider caching responses to reduce API calls and improve performance.

Conclusion

And there you have it! You've just built a Wealthbox CRM API integration in Go. Pretty cool, right? Remember, this is just the beginning. There's so much more you can do with the Wealthbox API. Keep exploring, keep coding, and most importantly, have fun with it!

Got questions? Hit up the Wealthbox API docs or the Go community. They're always happy to help. Now go forth and build something awesome!