Introduction Manage CRM data using GraphQL mutations for creating, updating, and deleting records. Overview GraphQL mutations allow write operations through structured queries. CRUD Operations Benefits Using Data Builder Data Builder for Perfex CRM enables structured…

Introduction Query CRM data flexibly and efficiently using GraphQL. Perfex CRM GraphQL enables precise data access across multiple resources. Overview Unlike REST, GraphQL uses a single endpoint and allows custom queries. This reduces multiple API…

Introduction Choosing the right API approach depends on data structure and application needs. Overview REST and GraphQL serve different purposes but can work together. REST Strengths API docs: https://databuilder.polyxgo.com/api_docs GraphQL Strengths API docs: https://databuilder.polyxgo.com/api_docs?s=graphql Using Both Data…

Introduction Secure API access is critical when exposing CRM data to external systems. Authentication ensures only authorized users can access data. Overview Perfex CRM API uses token-based authentication to control access. Each request must include…

Introduction Handle large CRM datasets efficiently with filtering, sorting, and pagination techniques in Perfex CRM API. Overview When working with large data volumes, retrieving all records at once is inefficient. API query parameters help control…

Introduction Understand how REST API structures CRM data access and enables consistent integrations across applications. Perfex CRM REST API provides predictable endpoints for retrieving and managing data. Overview REST API organizes data into resources such…

Introduction Connect CRM data with websites and CMS platforms to display dynamic content and automate workflows. Overview Websites often need access to CRM data such as clients, invoices, or reports. Without API, integration becomes complex.…

Introduction Build mobile apps that connect directly to CRM data, enabling real-time access for sales teams and operations. Perfex CRM API provides structured data for mobile development. Overview Mobile apps require fast, secure, and structured…

Introduction Choosing between REST and GraphQL affects how applications access and manage CRM data. Each approach offers different strengths depending on use case. Overview REST uses structured endpoints for each resource, while GraphQL allows flexible…

Introduction Modern businesses rely on multiple systems working together. CRM data must flow across platforms to support automation, reporting, and user experiences. Overview Without APIs, CRM systems become isolated data silos. Manual exports, duplicated data,…

Introduction Unlock CRM data, connect external systems, and build flexible applications without direct database access. Perfex CRM API combined with GraphQL creates scalable data layer for integrations, reporting, and product development. This approach reduces complexity…

RESTful API and GraphQL Developer Documentation RFC 9457 — Problem Details for HTTP APIs defines a standardized error response structure for modern HTTP API platforms. The specification obsoletes RFC 7807 and establishes a consistent error…

The Data Builder module provides the most robust solution for Restful API for Perfex CRM and GraphQL for Perfex CRM. Beyond standard Perfex tables, it supports data queries across ALL database tables, including those from…

Build advanced cross-module reports inside Perfex CRM without writing SQL. Combine data, apply filters, and generate structured views through intuitive visual builder. Gain clearer operational insight while keeping full control over data access and permissions.…