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:

• DDoS shield (body size, header count)

• CORS validation

• Token authentication (Bearer + optional HMAC)

• Rate limiting (per-token configurable)

• Scope verification (table + CRUD permissions)

• Request logging (audit trail)

• OWASP security headers

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

Developer Tools

Getting Started

• Install Data Builder

• Configure API tokens and table whitelist

• Test in API Explorer

• Build your integration

Get Data Builder on CodeCanyon