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 for CRUD Operations
Use REST endpoints for straightforward data operations:
GraphQL for Efficient Data Loading
Mobile apps benefit most from GraphQL because it eliminates over-fetching – critical for slow connections:
Token Security for Mobile
Create a dedicated API token for your mobile app:
Read-only scope for data display screens
Write scope limited to specific tables (e.g., tasks, leads)
Rate limit appropriate for mobile usage patterns
Token expiry for periodic rotation
Validate connectivity using the auth test endpoint: GET /api/v1/auth/test
Offline Sync Pattern
Use the ?since= polling parameter for incremental sync: