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API guide · CRM and sales With your company’s credentials

Agendor API: what you can do and how to use it with AI agents

Agendor is a Brazilian sales CRM. Its API gives access to companies, people, deals, tasks and pipelines. Small and mid-size B2B companies and integrators that connect Agendor to a website, ERP and WhatsApp use it. Access is through an API token available in the account, on a REST API.

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API guide

What the Agendor API offers

Companies and people

Customer and contact records with custom fields.

Deals

Opportunities with value, stage, pipeline and owner.

Tasks and activities

Log calls, e-mails, visits and next steps.

Pipelines and stages

The structure of the sales process.

Products

Items linked to deals.

Webhooks

Notices of CRM events, depending on availability in the plan.

How to access the Agendor API

  • With your company’s credentialsThe user's API token, obtained in the Agendor account integrations and sent in the request header.
  • The token carries the user's permissions: use a dedicated profile.
  • Respect the API's request limits.
  • Customer contacts are personal data (LGPD, Brazil's data-protection law).

What an iTeam agent does with the Agendor API

Visit logged from a voice note

The field rep sends a voice note on WhatsApp and the agent logs the activity on the deal, with a summary and the next task.

Website lead with an owner

The agent creates the company, person and deal in Agendor and assigns it to the rep for that region.

Follow-up nudges

The agent lists deals with no future task and asks the rep for the next step.

Manager's report

Every week, the agent consolidates won and lost deals and the loss reasons by rep.

From the credential to the agent at work, with approval

01

Get the API token

Use the token of a user dedicated to the integration, with access to the pipelines needed.

02

Register it in the iTeam vault

The token stays in the vault. Agents create activities and deals but do not delete records.

03

Test with approval

Stage changes and messages to customers start with human approval.

Questions

Questions about the Agendor API

Is the Agendor API free?

Generally, API access depends on the plan contracted in Agendor. Confirm whether your plan includes it.

Do I need to code to use the Agendor API with iTeam?

Not necessarily. iTeam's HTTP tool reads the documentation and the deployment team sets up the flows.

Can I log activities through the API?

Yes, the API lets you create tasks and activities linked to deals, companies and people.

Next step

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