Dalil AI provides APIs in REST and GraphQL to help you integrate CRM data with other systems, automate workflows, and build custom solutions.

The API is unique for each workspace: once your workspace is created, Dalil generates a dedicated endpoint that reflects your exact data model (including custom objects and custom fields). This makes development much smoother because you’ll always query your real CRM structure, not a generic one.

Types of APIs

• Metadata API → manage your workspace and data model.

• Core API → interact with your records (People, Companies, Opportunities, Tasks, Notes, Pipelines, and more).

Benefits of GraphQL

Dalil supports both REST and GraphQL, but GraphQL comes with extra flexibility:

1. Batch operations → You can create or update multiple records in one mutation by using plural object names.

   • Example: CreateCompanies instead of CreateCompany.

   • ⚠️ Important: this is why your object’s singular and plural names need to be distinct.

2. Upsert support → With GraphQL you can create or update records in a single operation, avoiding duplicates.

3. Custom-fit schema → Your GraphQL schema matches your workspace’s data model exactly (including custom fields).

API Documentation

Your workspace includes auto-generated API documentation under:
Workspace Settings → Integrations → APIs.

Inside you’ll find:

• A customized API reference that reflects your own objects and fields.

• An interactive GraphQL Playground to test queries and see live results.

⚠️ Note: you must provide a valid API key to access your documentation and playground.

Authentication with API Keys

API keys allow automated and secure access to your Dalil CRM data. You’ll need one to connect with external systems, integrations, or custom apps.

Typical use cases:

• Fetch details of a Person (e.g., email, phone, company).

• Query Company records (e.g., domain, industry, ARR).

• Automate CRM synchronization with other tools.

Generate an API key

1. Go to Workspace Settings → Integrations → APIs.

2. Click + Create key (top-right).

3. Enter:

   • Key name

   • Expiration date (optional)

   • Logo (optional, for identification)

4. Click Save.

Your API key will be shown only once — copy and store it securely.

Security best practices

• Never share your API key with untrusted services.

• If your key is compromised, disable it immediately.

• Always generate new keys instead of reusing old ones.

Regenerate an API key

1. Go to Workspace Settings → Integrations → APIs → Keys .

2. Select the key you want to regenerate.

3. Click Regenerate.

4. Store the new key securely (old one will stop working).

Webhooks

Webhooks let Dalil send real-time updates to your system whenever records change. Instead of polling the API, you get immediate push notifications.

Example use cases:

• Alert your system when a new Person is created.

• Trigger automation when an Opportunity stage is updated.

• Sync downstream systems when a Note is added.

Create a webhook

1. Go to Workspace Settings → Integrations → Webhooks.

2. Click + Create webhook.

3. Enter the URL where Dalil should send event data.

4. Save.

When an event occurs, Dalil will send a structured JSON payload to your URL.

Delete a webhook

1. Go to Workspace Settings → Integrations → Webhooks.

2. Find the webhook you want to delete.

3. Open it and click Delete.

4. Confirm the deletion.

Current status

Dalil APIs are live and stable, but we are continuously expanding functionality.

• ✅ Already available: REST + GraphQL, CRUD across core objects, custom schema, batch ops, upserts, webhooks.

• 🔜 Coming soon: event triggers for conversations, scoring changes, and advanced analytics endpoints.

👉 With Dalil AI APIs, you’re not working with a rigid CRM — you’re working with a flexible, AI-powered data layer that adapts to your business model.