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Forcemanager

forcemanager

ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.

CRMSales & CRMWeb del proveedor
Acciones
20
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (20)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Delete ActivityFORCEMANAGER_DELETE_ACTIVITYAcción

Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

Parámetros de entrada

  • idintegerObligatorio

    Activity identifier (positive integer)

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete CompanyFORCEMANAGER_DELETE_COMPANYAcción

Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.

Parámetros de entrada

  • idintegerObligatorio

    Company identifier (positive integer)

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Response data from the API

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

  • successfullbooleanObligatorio

    Indicates whether the deletion was successful

Delete ContactFORCEMANAGER_DELETE_CONTACTAcción

Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

Parámetros de entrada

  • idintegerObligatorio

    Contact identifier (positive integer)

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete Sales OrderFORCEMANAGER_DELETE_SALES_ORDERAcción

Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is non-JSON, capturing response text.

Parámetros de entrada

  • idintegerObligatorio

    Sales order identifier to delete

  • api_versioninteger

    Optional ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobject

    Arbitrary payload returned by the API or fallback message

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

  • successfullboolean

    Indicates whether the deletion was considered successful

Delete Sales Order LineFORCEMANAGER_DELETE_SALES_ORDER_LINEAcción

Delete a sales order line by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message.

Parámetros de entrada

  • idintegerObligatorio

    Sales order line identifier to delete

  • api_versioninteger

    Optional ForceManager API version to use (sent via X-FM-API-Version)

Parámetros de salida

  • dataobject

    Arbitrary payload returned by the API or fallback message

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

  • successfullboolean

    Indicates whether the deletion was considered successful

Delete Master Data ValueFORCEMANAGER_DELETE_VALUEAcción

Delete a master-data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message. Also retries sending authentication headers as query parameters on HTTP 401 as some gateways expect them in query string.

Parámetros de entrada

  • idintegerObligatorio

    Identifier of the master-data value to delete

  • api_versioninteger

    Optional ForceManager API version to use (sent via X-FM-API-Version)

  • resourceNamestringObligatorio

    Name of the Z_ master data table containing the value (e.g., Z_Test)

Parámetros de salida

  • dataobject

    Arbitrary payload returned by the API or fallback message

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

  • successfullboolean

    Indicates whether the deletion was considered successful

Delete ViewFORCEMANAGER_DELETE_VIEWAcción

Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

Parámetros de entrada

  • idstringObligatorio

    Identifier of the view to delete. Accepts string or numeric IDs.

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get ActivityFORCEMANAGER_GET_ACTIVITYAcción

Tool to get a single activity by ID. Use when you need to fetch a specific activity. Returns empty entity with found=False on non-JSON HTML or if not found.

Parámetros de entrada

  • idstringObligatorio

    Identifier of the activity to retrieve. String or numeric ID.

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get CompanyFORCEMANAGER_GET_COMPANYAcción

Tool to get a single company by ID. Returns the object when JSON is available; otherwise returns an empty payload with found=False to gracefully handle non-JSON HTML responses from app.forcemanager.net.

Parámetros de entrada

  • idstringObligatorio

    Identifier of the company to retrieve. Positive integer or string ID

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Internal IDFORCEMANAGER_GET_INTERNAL_IDAcción

Tool to retrieve ForceManager internal IDs mapping for a given externalId and entity type. This action calls the documented endpoint /api/internalid with required authentication headers and optional pagination/version headers. It tries multiple base hosts to avoid HTML app shell responses and gracefully handles non-JSON responses and error codes by returning empty results instead of failing the execution.

Parámetros de entrada

  • pageinteger

    Zero-based page index to request (sent as X-FM-Page header)

  • typestringObligatorio

    Entity type to search. Allowed values: Company, User, Offer, Product, Contact, Activity, Schedule

  • externalIdstringObligatorio

    External identifier of the entity in your system. Some API examples use 'externalid' (lowercase); this action sends both for compatibility.

  • api_versioninteger

    ForceManager API version to use (sent as X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get ProductFORCEMANAGER_GET_PRODUCTAcción

Tool to get a single product by ID. It tries multiple known ForceManager endpoints and gracefully handles cases where the response is non-JSON by returning an empty payload with found=False. Fallback: if all direct endpoints fail, it will try listing products and filter locally.

Parámetros de entrada

  • idintegerObligatorio

    Identifier of the product to retrieve (positive integer)

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Sales Order LineFORCEMANAGER_GET_SALES_ORDER_LINEAcción

Tool to get a single sales order line by ID. Use when you need to fetch details of a specific sales order line.

Parámetros de entrada

  • idstringObligatorio

    Identifier of the sales order line to retrieve. Positive integer or string ID

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get UserFORCEMANAGER_GET_USERAcción

Tool to get a single user by ID. Use when you need to retrieve user details by ID. Returns empty entity with found=False when user not found or non-JSON is returned.

Parámetros de entrada

  • idstringObligatorio

    Identifier of the user to retrieve. Positive integer or string ID

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get ViewFORCEMANAGER_GET_VIEWAcción

Tool to get a single view by ID. Returns a list with zero or one view object.

Parámetros de entrada

  • idstringObligatorio

    Identifier of the view to retrieve. Positive integer or string ID

  • api_versioninteger

    ForceManager API version to use (sent via X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List ViewsFORCEMANAGER_LIST_VIEWSAcción

Tool to list saved view filters. Use when you need to retrieve saved views for a specific entity (e.g., list views for entity 'account').

Parámetros de entrada

  • qstring

    Advanced search query (SQL-like) applied to views

  • namestring

    Important-field LIKE filter to match view name

  • pageinteger

    Zero-based page index to request (sent as X-FM-Page header)

  • entitystring

    Important-field LIKE filter to match target entity name

  • api_versioninteger

    ForceManager API version to use (sent as X-FM-API-Version header)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update ActivityFORCEMANAGER_UPDATE_ACTIVITYAcción

Tool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.

Parámetros de entrada

  • idintegerObligatorio

    Activity identifier (positive integer)

  • ext_idstring

    External id from third-party system

  • commentstring

    Comments for the activity

  • geocodedboolean

    Calculated if geocode exists (read-only, discourage sending)

  • account_idinteger

    Linked account id

  • contact_idinteger

    Linked contact id

  • is_checkinboolean

    Whether this is a check-in (boolean, sent as 'True'/'False' per FM API)

  • api_versioninteger

    ForceManager API version to use (sent as X-FM-API-Version header)

  • checkin_typestring

    If is_checkin=True: Standard Checkin | Opportunity | FastCheckin

  • sales_rep_idinteger

    Sales rep ID (may be read-only)

  • opportunity_idinteger

    Linked opportunity id

  • activity_type_idinteger

    Activity type id

  • geocode_accuracynumber

    Geocode accuracy

  • geocode_latitudenumber

    Latitude for check-ins

  • permission_levelinteger

    Permission level (1–5)

  • geocode_longitudenumber

    Longitude for check-ins

  • activity_date_timestring

    UTC date and time of the activity in ISO 8601 format (YYYY-MM-DDThh:mm:ss)

  • checkout_date_timestring

    Checkout date-time for check-out activities (ISO 8601 UTC)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update CompanyFORCEMANAGER_UPDATE_COMPANYAcción

Update Company

Parámetros de entrada

  • idintegerObligatorio

    Company identifier (positive integer)

  • faxstring

    Fax number

  • namestring

    Company name

  • emailstring

    Email address

  • phonestring

    Phone number

  • ext_idstring

    External system ID

  • commentstring

    Comment or notes

  • phone_2string

    Secondary phone number

  • websitestring

    Website URL

  • postcodestring

    Postcode

  • address_1string

    Address line 1

  • address_2string

    Address line 2

  • branch_idstring

    Branch ID

  • city_namestring

    City name

  • country_idstring

    Country ID

  • segment_idstring

    Segment ID

  • vat_numberstring

    VAT number

  • api_versioninteger

    ForceManager API version to use (sends X-FM-API-Version header)

  • extra_fieldsobject

    Dictionary of extra custom fields (z_*) to merge into payload

  • mobile_phonestring

    Mobile phone

  • sales_rep_idstring

    Owner sales rep ID

  • province_namestring

    Province name

  • sales_rep_2_idstring

    Additional sales rep ID

  • sales_rep_3_idstring

    Additional sales rep ID

  • sales_rep_4_idstring

    Additional sales rep ID

  • sales_rep_5_idstring

    Additional sales rep ID

  • visible_to_allboolean

    If True, visible to all users (ForceManager expects string boolean)

  • account_type_idstring

    Account type ID

  • product_rate_idstring

    Default product rate ID

  • permission_levelinteger

    Permission level (1–5)

  • account_status_idstring

    Account status ID

  • geolocalisation_accuracystring

    Geolocation accuracy radius

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update ProductFORCEMANAGER_UPDATE_PRODUCTAcción

Tool to update a product by ID in ForceManager. Use when modifying product details.

Parámetros de entrada

  • idintegerObligatorio

    Product identifier (positive integer)

  • costnumber

    Manufacturing cost

  • modelstring

    Product name

  • pricenumber

    Selling price

  • ext_idstring

    External ID from third-party system

  • family_idinteger

    Family ID

  • api_versioninteger

    ForceManager API version to use (sends X-FM-API-Version header)

  • category_idinteger

    Category ID

  • descriptionstring

    Product description or comment

  • extra_fieldsobject

    Dictionary of extra custom fields (z_*) to merge into payload

  • max_discountnumber

    Maximum discount percentage

  • not_availableboolean

    If True, product is not available (ForceManager expects string boolean)

  • permission_levelinteger

    Permission level (1–5)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Sales OrderFORCEMANAGER_UPDATE_SALES_ORDERAcción

Update Sales Order

Parámetros de entrada

  • idintegerObligatorio

    Sales order identifier (positive integer)

  • yearinteger

    Order year

  • topicstring

    Sales order topic

  • amountnumber

    Order amount, must be non-negative

  • ext_idstring

    External identifier

  • numberinteger

    Order number

  • addressstring

    Address line for the order

  • rate_idinteger

    Rate ID for the order

  • archivedboolean

    Archive flag; True to archive

  • commentsstring

    Sales order comments

  • branch_idinteger

    Branch ID

  • status_idinteger

    Sales order status ID

  • account_idinteger

    Linked account ID

  • contact_idinteger

    Linked contact ID

  • discount_1number

    First discount value

  • discount_2number

    Second discount value

  • discount_3number

    Third discount value

  • discount_4number

    Fourth discount value

  • api_versioninteger

    ForceManager API version to use (sends X-FM-API-Version header)

  • closed_datestring

    Actual closed date (YYYY-MM-DD)

  • currency_idinteger

    Currency ID

  • extra_fieldsobject

    Dictionary of extra custom fields (z_*) to merge into payload

  • sales_rep_idinteger

    Sales representative ID

  • opportunity_idinteger

    Linked opportunity ID

  • closing_date_expectedstring

    Expected closing date (YYYY-MM-DD)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Sales Order LineFORCEMANAGER_UPDATE_SALES_ORDER_LINEAcción

Tool to update sales order line by ID. Use when modifying details of an existing sales order line. Retries with query auth on 401 for proxy-pro host.

Parámetros de entrada

  • idintegerObligatorio

    Identifier of the sales order line to update

  • pricenumber

    Unit price before discounts, must be non-negative

  • quantityinteger

    Quantity for this line, must be non-negative

  • discount_1number

    First discount, must be non-negative

  • discount_2number

    Second discount, must be non-negative

  • discount_3number

    Third discount, must be non-negative

  • discount_4number

    Fourth discount, must be non-negative

  • product_idinteger

    Identifier of the product for this line

  • api_versioninteger

    ForceManager API version to use (sends X-FM-API-Version header)

  • final_pricenumber

    Final price after discounts, must be non-negative

  • extra_fieldsobject

    Additional custom fields (e.g., z_customField) to merge into the payload

  • salesorder_idinteger

    Identifier of the sales order owning the line

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not