PipeRun API: what it can do and how to use it with AI agents
PipeRun is a Brazilian CRM focused on B2B sales, with a REST API for opportunities, people, companies and activities. Sales teams in Brazil that want to automate lead intake and pipeline follow-up use it. Access is by an account API token.
What the Piperun API offers
Opportunities
Create, update and move opportunities through the pipeline stages.
People and companies
Records of contacts and organizations.
Activities
Tasks, calls and meetings linked to opportunities.
Pipelines and stages
Look up the structure of pipelines.
Notes and custom fields
Records and information specific to the company's process.
How to access the Piperun API
- With your company’s credentialsIt uses an API token generated in PipeRun, preferably linked to an integration user, sent in the request header.
- The token inherits the user's permissions: use a dedicated user.
- Respect the API's request limits.
- Contact data is personal and covered by LGPD, Brazil's data-protection law.
What an iTeam agent does with the Piperun API
Qualified lead with a summary
The agent talks to the lead, asks the scripted questions and creates the opportunity in PipeRun with a summary and the right stage.
No activity left overdue
Opportunities with no next activity trigger a reminder to the salesperson with a suggested approach.
Meeting logged
After each call, the agent records the note and creates the agreed tasks on the opportunity.
Weekly forecast
The manager receives the amount in negotiation per stage and the opportunities most at risk of being lost.
From the credential to the agent at work, with approval
Generate the token in PipeRun
Create the API token with an integration user that has access to the pipelines you need.
Store it in the iTeam vault
The token stays in the vault. You define which pipelines each agent moves and what needs approval.
Test on a pilot pipeline
Validate opportunity creation in a test pipeline, then extend to the main one.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Questions about the Piperun API
Is the PipeRun API free?
In general the API is part of the PipeRun subscription. Confirm with the vendor whether your plan includes access.
Do I need to code to use the PipeRun API with iTeam?
Not necessarily. iTeam's HTTP tool learns the endpoints from the documentation, and the deployment team sets up the flows.
Can the agent mark an opportunity as lost?
Yes, if you allow it. We recommend that this goes through the salesperson's confirmation.
