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

Hey there, fellow developer! Ready to dive into the world of Wealthbox CRM API integration? Let's roll up our sleeves and get coding!

Introduction

Wealthbox CRM API is a powerful tool for managing client relationships, and integrating it into your JavaScript project can open up a world of possibilities. We're going to walk through the process of building this integration, step by step. Trust me, it's easier than you might think!

Prerequisites

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

• Wealthbox CRM API credentials (you can't enter without a ticket, right?)
• Node.js and npm installed (because, well, JavaScript)
• Axios or your favorite HTTP client (we'll be using Axios in this guide)

Got all that? Great! Let's move on.

Setting up the project

First things first, let's get our project set up:

mkdir wealthbox-integration
cd wealthbox-integration
npm init -y
npm install axios dotenv

Create a .env file for your API credentials:

WEALTHBOX_CLIENT_ID=your_client_id
WEALTHBOX_CLIENT_SECRET=your_client_secret

Authentication

Now, let's tackle authentication. Wealthbox uses OAuth 2.0, so we'll need to get an access token:

require('dotenv').config();
const axios = require('axios');

async function getAccessToken() {
  try {
    const response = await axios.post('https://api.wealthbox.com/oauth/token', {
      grant_type: 'client_credentials',
      client_id: process.env.WEALTHBOX_CLIENT_ID,
      client_secret: process.env.WEALTHBOX_CLIENT_SECRET
    });
    return response.data.access_token;
  } catch (error) {
    console.error('Error getting access token:', error);
  }
}

Basic API requests

With our access token in hand, let's make some API calls:

async function getContacts() {
  const token = await getAccessToken();
  try {
    const response = await axios.get('https://api.wealthbox.com/contacts', {
      headers: { 'Authorization': `Bearer ${token}` }
    });
    return response.data;
  } catch (error) {
    console.error('Error fetching contacts:', error);
  }
}

async function createTask(taskData) {
  const token = await getAccessToken();
  try {
    const response = await axios.post('https://api.wealthbox.com/tasks', taskData, {
      headers: { 'Authorization': `Bearer ${token}` }
    });
    return response.data;
  } catch (error) {
    console.error('Error creating task:', error);
  }
}

Error handling

Always expect the unexpected! Let's wrap our API calls in try-catch blocks:

async function apiCall(method, endpoint, data = null) {
  const token = await getAccessToken();
  try {
    const response = await axios({
      method,
      url: `https://api.wealthbox.com/${endpoint}`,
      data,
      headers: { 'Authorization': `Bearer ${token}` }
    });
    return response.data;
  } catch (error) {
    if (error.response) {
      console.error(`API error: ${error.response.status} - ${error.response.data.message}`);
    } else {
      console.error('Error making API call:', error.message);
    }
    throw error;
  }
}

Pagination and filtering

Wealthbox API uses cursor-based pagination. Here's how to handle it:

async function getAllContacts(params = {}) {
  let allContacts = [];
  let cursor = null;

  do {
    const response = await apiCall('get', 'contacts', { ...params, cursor });
    allContacts = allContacts.concat(response.data);
    cursor = response.meta.next_cursor;
  } while (cursor);

  return allContacts;
}

Webhooks

If you're using webhooks, set up an endpoint to receive them:

const express = require('express');
const app = express();

app.post('/webhook', express.json(), (req, res) => {
  const event = req.body;
  console.log('Received webhook:', event);
  // Process the webhook event
  res.sendStatus(200);
});

app.listen(3000, () => console.log('Webhook server running on port 3000'));

Rate limiting

Respect the API's rate limits to avoid getting blocked:

const rateLimit = require('axios-rate-limit');

const api = rateLimit(axios.create(), { maxRequests: 100, perMilliseconds: 60000 });

Best practices

• Cache frequently accessed data to reduce API calls
• Use logging for debugging and monitoring
• Keep your access token secure and refresh it regularly

Testing

Don't forget to test your integration:

const nock = require('nock');

describe('Wealthbox API Integration', () => {
  it('should fetch contacts', async () => {
    nock('https://api.wealthbox.com')
      .get('/contacts')
      .reply(200, { data: [{ id: 1, name: 'John Doe' }] });

    const contacts = await getContacts();
    expect(contacts.data[0].name).toBe('John Doe');
  });
});

Conclusion

And there you have it! You've just built a solid Wealthbox CRM API integration in JavaScript. Remember, practice makes perfect, so keep experimenting and refining your code. The Wealthbox API documentation is your best friend for more advanced features and endpoints.

Happy coding, and may your integration be bug-free and performant!