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Pipeline is a trade business management platform built to be extended. Whether you’re syncing data from your CRM, automating quote creation from a backend system, or embedding a custom estimator inside the Pipeline interface, this documentation covers everything you need to get started. There are two integration paths: the Public REST API for server-to-server use cases, and the Pipeline Bridge for embedding custom HTML/JS tools as iframes directly inside Pipeline. Both are designed to be straightforward to start with and scale with your needs.

Choose Your Path

Compare the REST API and Pipeline Bridge to find the right approach for your use case.

REST API

Authenticate with API keys and access customers, products, quotes, and jobs from your backend.

Pipeline Bridge

Embed custom tools inside Pipeline as iframes. No API keys — the bridge inherits the session.

Code Examples

Ready-to-use examples including a Quick Quote tool and a Quoting Extension estimator.

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Get started in minutes

1

Choose your integration path

Review the integration paths page to decide whether the REST API or the Pipeline Bridge best fits your use case.
2

Authenticate

For the REST API, generate an API key from Settings → API Tokens in Pipeline. For Marketplace tools, no key is required — the bridge inherits the current user’s session automatically.
3

Make your first call

Use the REST API endpoints reference or follow the Bridge getting started guide to make your first integration call.
4

Deploy and test

For Marketplace tools, zip your bundle and upload it via Settings → Marketplace. For the REST API, test with cURL or your HTTP client of choice.
Not a developer? You can share this page with whoever is building your integration — everything they need is here.