Description

The API Integration Manager (AIM) Module for Perfex CRM delivers a complete no-code framework for connecting external APIs, automating data exchange, and building dynamic API-driven forms inside your CRM. With its visual builder and flexible configuration options, administrators can send data to APIs, fetch and display external records, map parameters, and create advanced workflows — all without writing a single line of code.

AIM supports both Send Forms and Receive Forms, allowing teams to design submission forms, generate list views powered by API responses, build dynamic edit forms, and prefill fields directly from external systems. It handles JSON, Form-URL-Encoded, and Multipart requests, file uploads, structured parameters (path, query, body), authentication and custom headers, and custom response processing — making it compatible with almost any REST API.