Turn Your Perfex CRM Into an API-First Platform

The Integration Problem

Perfex CRM’s default API covers the basics — invoices, clients, payments. But real businesses need more:

• “Show me top paying clients this month with their project status”
• “Give me outstanding overdue invoices grouped by sales agent”
• “I need invoice + payment + contract data in a single API call for my mobile app”

Every custom data need requires a custom endpoint. That means PHP code, testing, deployment, and maintenance — for every single integration requirement.

Your CRM has the data. But it’s locked behind a wall.

Data Builder: API Without Custom Code

Data Builder transforms Perfex CRM into an API-first platform. Every whitelisted table becomes a fully-featured REST API endpoint — automatically, without writing a single line of backend code.

Full CRUD Operations

GET    /api/v1/invoices          → List with pagination
GET    /api/v1/invoices/42       → Single record
POST   /api/v1/invoices          → Create new record
PUT    /api/v1/invoices/42       → Update record
DELETE /api/v1/invoices/42       → Delete record

This works for every table in your whitelist — not just the 5-6 default Perfex API endpoints.

Smart Query Parameters

Sparse fieldsets — request only the columns you need:

GET /api/v1/clients?fields=userid,company,email

Filter operators — build complex queries via URL parameters:

GET /api/v1/invoices?filter[status]=2&filter[total.gte]=1000&filter[duedate.lt]=2026-04-01

Multi-column sorting:

GET /api/v1/invoices?sort=-total,duedate

(Prefix - means DESC)

HATEOAS pagination — every response includes navigation links:

{
  "meta": { "total": 1250, "page": 3, "per_page": 25 },
  "links": {
    "self": "/api/v1/invoices?page=3",
    "next": "/api/v1/invoices?page=4",
    "prev": "/api/v1/invoices?page=2",
    "first": "/api/v1/invoices?page=1",
    "last": "/api/v1/invoices?page=50"
  }
}

GraphQL Endpoint

For frontend teams that need flexible data shapes, Data Builder includes a GraphQL endpoint at /api/v1/graphql:

{
  invoices(filter: { status: 2, total_gte: 1000 }, limit: 10) {
    id
    total
    duedate
    client {
      company
      email
    }
  }
}

One request. Exactly the data you need. No over-fetching.

GraphQL supports full mutations (create, update, delete), per-column filters with operator suffixes, and depth/complexity limits for production safety.

Built-in Developer Tools

API Explorer

An admin-only interactive sandbox where you can:

• Browse all available endpoints grouped by resource
• Execute live API calls and see responses
• Generate sample code in cURL, JavaScript, PHP, and Python
• Test with your actual data (with PII randomization for safety)

Export & Documentation

• Postman Collection v2.1 — one-click export, import directly into Postman
• OpenAPI 3.0 — generate specs for SDK generation or API gateways
• Public API Docs at /api_docs — shareable developer documentation with deep linking

Production-Grade Security

This isn’t a toy API. Every request passes through a 6-stage middleware pipeline:

Every response includes OWASP security headers and cache-control headers. Sensitive columns (password, token, hash) are automatically excluded from responses.

Connect Everything

With Data Builder’s API, your Perfex CRM becomes the data backbone for:

• Mobile applications (iOS/Android)
• Custom web dashboards
• SaaS products
• Internal tools (Retool, Appsmith)
• ERP integrations
• Business intelligence platforms
• Automation workflows (Zapier, Make, n8n)

Build Once. Use Everywhere.

Stop building custom endpoints for every integration. Data Builder gives you a complete API layer — secure, documented, and ready for production.

Perfex CRM, now API-first.