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:
Data Builder — Visual Reporting, REST API & GraphQL for Perfex CRM
Create powerful cross-module reports in Perfex CRM — no SQL, just a visual builder for datasets, filters, and charts.
Transform Perfex CRM into an API-first platform with unified GraphQL and REST APIs for core Perfex CRM tables, custom datasets, reports, and third-party module data.
Secure and scale your data workflows with granular permissions, tokenized access control, and reusable API-driven data assets.