Free API Sample Module — Master Data Builder REST API & GraphQL Integration in Minutes
Download the free API Data Builder Sample module for Perfex CRM. Interactive REST API demos, GraphQL playground, webhook listener, and ready-to-use PHP code for integrating with Data Builder.
Your CRM Data Shouldn’t End at the Browser
Use Data Builder’s REST API to build mobile apps, SaaS products, and internal tools on top of Perfex CRM data. Full CRUD, token management, OpenAPI export for SDK generation.
Production-Grade API Security for Your Perfex CRM
Data Builder provides production-grade API security: 6-stage middleware pipeline, OWASP security headers, HMAC-SHA256 signing, per-table CRUD permissions, PII randomization, and sensitive table protection.
Executive Dashboards That Live Outside Your CRM
Create embeddable executive dashboards, KPI boards, and client-facing reports from Perfex CRM data. Public chart embedding, branded headers, TV-ready displays, and report groups.
Connect Perfex CRM to Zapier, Make.com, and n8n — No Custom Code Required
Automate your Perfex CRM workflows with outbound webhooks, polling triggers, and auth test endpoints. Connect to Zapier, Make.com, and n8n without custom code using Data Builder.
GraphQL for Perfex CRM: Ask Exactly What You Need
Data Builder adds a full GraphQL endpoint to Perfex CRM with auto-generated schemas, mutations, per-column filters, depth limits, and introspection control for production-safe queries.
Turn Your Perfex CRM Into an API-First Platform
Data Builder adds production-grade REST API with full CRUD operations, sparse fieldsets, HATEOAS pagination, GraphQL endpoint, API Explorer sandbox, and Postman/OpenAPI export to Perfex CRM.
Stop Sending Excel Reports. Your CRM Deserves Better.
Excel reports from CRM data cause version chaos, formula errors, and data silos. Replace them with live runtime dashboards, public chart embeds, and shared report links in Perfex CRM.
Build CRM Reports Without Writing a Single Line of SQL
Stop writing SQL for every CRM report. Data Builder lets business teams create cross-module reports visually in Perfex CRM with drag-and-drop fields, auto-joins, templates, and live preview.
How to Use GraphQL Mutations for CRUD in Perfex CRM
Write Operations in GraphQL GraphQL mutations let you create, update, and delete records in Perfex CRM through the same POST /graphql endpoint used for queries. Data Builder auto-generates mutation types for every whitelisted table. Create…
Perfex CRM GraphQL Guide: Flexible Data Querying Explained
Why GraphQL for CRM Traditional REST APIs return fixed data structures. GraphQL lets you request exactly the fields you need in a single query. For CRM data with dozens of tables and relationships, this means…
GraphQL vs REST in Perfex CRM: When to Use Each
The Same Module, Different Strengths Data Builder gives Perfex CRM both REST API and GraphQL through a single module. They share authentication, security, and error handling. This guide helps you choose the right approach for…
How Authentication Works in Perfex CRM API (Tokens & Access Control)
API Security Architecture Every Data Builder API request passes through a 7-stage security middleware pipeline before reaching your CRM data. Authentication is stage 3, after DDoS protection and CORS validation. Bearer Token Authentication All API…
Perfex CRM API Filtering, Sorting, and Pagination Guide
Query Parameters Overview Data Builder REST API supports six query parameter types for precise data retrieval: Parameter Example Description sort -id Sort descending by id (prefix – for DESC) fields id,company,email Sparse fieldset – return…
How REST API Works in Perfex CRM (With Examples)
API Base URL All REST endpoints follow a consistent pattern: Where {resource} is any whitelisted Perfex CRM table name (e.g., clients, invoices, tasks, projects). HTTP Methods Method Endpoint Action GET /clients List records (with filtering…
Integrate Perfex CRM with WordPress or Any CMS
Why Connect CRM to Your Website? Your WordPress site shows marketing content. Your Perfex CRM holds real business data: clients, invoices, project status, task progress. Connecting them means your website can display live data without…
Build Mobile Apps with Perfex CRM API (Android & iOS Guide)
Mobile Architecture with CRM API A mobile app connected to Perfex CRM needs three things: secure authentication, efficient data transfer, and offline-friendly patterns. Data Builder provides the API layer that makes this possible. REST API…
REST vs GraphQL for CRM: Key Differences Explained
Two API Approaches, One Module Data Builder for Perfex CRM provides both REST API and GraphQL from a single module. They share the same authentication layer, the same token scopes, and the same security pipeline.…
Why CRM Systems Need APIs for Modern Integrations
The Data Silo Problem Your CRM holds client records, invoices, project timelines, and task assignments. But without an API, that data is trapped inside a single interface. Sales teams cannot feed CRM data to dashboards.…
What is Perfex CRM API? How to Access and Use CRM Data
Introduction Access CRM data without direct database queries, connect external systems, and build scalable integrations with structured endpoints. Perfex CRM API enables controlled data access across mobile apps, websites, and automation workflows while reducing development…
Perfex CRM API & GraphQL Integration: Complete Guide to Unlock CRM Data
Unlock Your CRM Data Perfex CRM stores valuable business data across dozens of tables: clients, invoices, projects, tasks, expenses, contracts, and more. Data Builder transforms this data into a structured API platform that external systems…
RFC 9457 Error Handling Standard for RESTful API & GraphQL — Developer Documentation
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…
Comprehensive Guide: Restful API & GraphQL for Perfex CRM – Configuration and Security
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…
Guide to Install an Use Data Builder for Perfex CRM
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.…