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 can consume securely.

What You Can Build

• Executive dashboards that pull live metrics from CRM
• Mobile apps for sales teams to access client data on the go
• Website integrations displaying CRM data on WordPress
• Automated workflows with Zapier, Make.com, and n8n
• Cross-module reports combining data from any CRM table
• AI-powered CRM assistant using ChatGPT with OpenAPI Actions

Two API Approaches

REST API

Standard HTTP endpoints for CRUD operations. See How REST API Works.

GET https://databuilder.polyxgo.com/api/v1/clients?per_page=10&sort=-id&fields=userid,company,email
Authorization: Bearer YOUR_TOKEN

GraphQL

Flexible queries for complex data needs. See the GraphQL Guide.

POST https://databuilder.polyxgo.com/api/v1/graphql
{ "query": "{ clients(limit:10) { userid company invoices { id total } } }" }

Not sure which to use? Read REST vs GraphQL comparison.

Security Architecture

Every request passes through a 7-stage middleware pipeline:

1. DDoS shield (body size, header count)
2. CORS validation
3. Token authentication (Bearer + optional HMAC)
4. Rate limiting (per-token configurable)
5. Scope verification (table + CRUD permissions)
6. Request logging (audit trail)
7. OWASP security headers

Read more: Production-Grade API Security | RFC 9457 Error Handling

Developer Tools

Getting Started

1. Install Data Builder
2. Configure API tokens and table whitelist
3. Test in API Explorer
4. Build your integration

Get Data Builder on CodeCanyon