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

Introduction

Hey there, fellow developer! Ready to supercharge your CRM game? Let's dive into building a Wealthbox CRM API integration using PHP. Wealthbox CRM is a powerhouse for managing client relationships, and by tapping into its API, you'll unlock a world of possibilities for your applications.

Prerequisites

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

• A PHP environment up and running (I know you've probably got this covered!)
• A Wealthbox CRM account with API credentials (if you don't have one, go grab it – it's worth it!)

Setting up the project

Alright, let's get our hands dirty:

1. Fire up your terminal and create a new PHP project.
2. We'll be using Guzzle for HTTP requests, so let's install it:

composer require guzzlehttp/guzzle

Authentication

Time to get that golden ticket – the access token:

1. Implement the OAuth 2.0 flow. Don't worry, it's not as scary as it sounds!
2. Here's a quick snippet to get you started:

$client = new GuzzleHttp\Client();
$response = $client->post('https://api.wealthbox.com/oauth/token', [
    'form_params' => [
        'grant_type' => 'client_credentials',
        'client_id' => 'YOUR_CLIENT_ID',
        'client_secret' => 'YOUR_CLIENT_SECRET',
    ]
]);

$token = json_decode($response->getBody())->access_token;

Making API requests

Now that we're authenticated, let's make some requests:

$client = new GuzzleHttp\Client([
    'base_uri' => 'https://api.wealthbox.com/v1/',
    'headers' => [
        'Authorization' => 'Bearer ' . $token,
        'Accept' => 'application/json',
    ]
]);

$response = $client->get('contacts');
$contacts = json_decode($response->getBody(), true);

Core API functionalities

Let's cover the CRUD operations for contacts:

Retrieving contacts

$response = $client->get('contacts');

Creating new contacts

$response = $client->post('contacts', [
    'json' => [
        'first_name' => 'John',
        'last_name' => 'Doe',
        'email' => '[email protected]',
    ]
]);

Updating existing contacts

$response = $client->put('contacts/123', [
    'json' => [
        'first_name' => 'Jane',
    ]
]);

Deleting contacts

$response = $client->delete('contacts/123');

Advanced features

Want to level up? Let's tackle pagination and filtering:

$response = $client->get('contacts', [
    'query' => [
        'page' => 2,
        'per_page' => 50,
        'sort' => 'last_name',
        'order' => 'asc',
    ]
]);

Error handling and logging

Don't let errors catch you off guard:

try {
    $response = $client->get('contacts');
} catch (GuzzleHttp\Exception\RequestException $e) {
    error_log('API request failed: ' . $e->getMessage());
}

Best practices

• Respect rate limits: Wealthbox has them for a reason!
• Implement caching: Your future self will thank you.

Testing the integration

Always test your code! Here's a quick unit test example:

public function testGetContacts()
{
    $client = $this->createMock(GuzzleHttp\Client::class);
    $client->method('get')
           ->willReturn(new GuzzleHttp\Psr7\Response(200, [], json_encode(['data' => []])));

    $api = new WealthboxApi($client);
    $contacts = $api->getContacts();

    $this->assertIsArray($contacts);
}

Conclusion

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

Need more info? Check out the Wealthbox API documentation. Now go forth and create something awesome!