Forcemanager
forcemanagerForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.
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_ACTIVITYAcciónDelete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
FORCEMANAGER_DELETE_ACTIVITYAcciónDelete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Parámetros de entrada
idintegerObligatorioActivity identifier (positive integer)
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete CompanyFORCEMANAGER_DELETE_COMPANYAcciónTool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
FORCEMANAGER_DELETE_COMPANYAcciónTool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
Parámetros de entrada
idintegerObligatorioCompany identifier (positive integer)
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioResponse data from the API
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
successfullbooleanObligatorioIndicates whether the deletion was successful
Delete ContactFORCEMANAGER_DELETE_CONTACTAcciónDelete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
FORCEMANAGER_DELETE_CONTACTAcciónDelete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Parámetros de entrada
idintegerObligatorioContact identifier (positive integer)
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete Sales OrderFORCEMANAGER_DELETE_SALES_ORDERAcciónDelete 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.
FORCEMANAGER_DELETE_SALES_ORDERAcciónDelete 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
idintegerObligatorioSales order identifier to delete
api_versionintegerOptional ForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectArbitrary payload returned by the API or fallback message
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
successfullbooleanIndicates whether the deletion was considered successful
Delete Sales Order LineFORCEMANAGER_DELETE_SALES_ORDER_LINEAcciónDelete 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.
FORCEMANAGER_DELETE_SALES_ORDER_LINEAcciónDelete 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
idintegerObligatorioSales order line identifier to delete
api_versionintegerOptional ForceManager API version to use (sent via X-FM-API-Version)
Parámetros de salida
dataobjectArbitrary payload returned by the API or fallback message
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
successfullbooleanIndicates whether the deletion was considered successful
Delete Master Data ValueFORCEMANAGER_DELETE_VALUEAcciónDelete 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.
FORCEMANAGER_DELETE_VALUEAcciónDelete 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
idintegerObligatorioIdentifier of the master-data value to delete
api_versionintegerOptional ForceManager API version to use (sent via X-FM-API-Version)
resourceNamestringObligatorioName of the Z_ master data table containing the value (e.g., Z_Test)
Parámetros de salida
dataobjectArbitrary payload returned by the API or fallback message
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
successfullbooleanIndicates whether the deletion was considered successful
Delete ViewFORCEMANAGER_DELETE_VIEWAcciónDelete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
FORCEMANAGER_DELETE_VIEWAcciónDelete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Parámetros de entrada
idstringObligatorioIdentifier of the view to delete. Accepts string or numeric IDs.
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get ActivityFORCEMANAGER_GET_ACTIVITYAcciónTool 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.
FORCEMANAGER_GET_ACTIVITYAcciónTool 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
idstringObligatorioIdentifier of the activity to retrieve. String or numeric ID.
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get CompanyFORCEMANAGER_GET_COMPANYAcciónTool 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.
FORCEMANAGER_GET_COMPANYAcciónTool 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
idstringObligatorioIdentifier of the company to retrieve. Positive integer or string ID
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Internal IDFORCEMANAGER_GET_INTERNAL_IDAcciónTool 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.
FORCEMANAGER_GET_INTERNAL_IDAcciónTool 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
pageintegerZero-based page index to request (sent as X-FM-Page header)
typestringObligatorioEntity type to search. Allowed values: Company, User, Offer, Product, Contact, Activity, Schedule
externalIdstringObligatorioExternal identifier of the entity in your system. Some API examples use 'externalid' (lowercase); this action sends both for compatibility.
api_versionintegerForceManager API version to use (sent as X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get ProductFORCEMANAGER_GET_PRODUCTAcciónTool 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.
FORCEMANAGER_GET_PRODUCTAcciónTool 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
idintegerObligatorioIdentifier of the product to retrieve (positive integer)
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Sales Order LineFORCEMANAGER_GET_SALES_ORDER_LINEAcciónTool to get a single sales order line by ID. Use when you need to fetch details of a specific sales order line.
FORCEMANAGER_GET_SALES_ORDER_LINEAcciónTool 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
idstringObligatorioIdentifier of the sales order line to retrieve. Positive integer or string ID
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get UserFORCEMANAGER_GET_USERAcciónTool 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.
FORCEMANAGER_GET_USERAcciónTool 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
idstringObligatorioIdentifier of the user to retrieve. Positive integer or string ID
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get ViewFORCEMANAGER_GET_VIEWAcciónTool to get a single view by ID. Returns a list with zero or one view object.
FORCEMANAGER_GET_VIEWAcciónTool to get a single view by ID. Returns a list with zero or one view object.
Parámetros de entrada
idstringObligatorioIdentifier of the view to retrieve. Positive integer or string ID
api_versionintegerForceManager API version to use (sent via X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ViewsFORCEMANAGER_LIST_VIEWSAcciónTool to list saved view filters. Use when you need to retrieve saved views for a specific entity (e.g., list views for entity 'account').
FORCEMANAGER_LIST_VIEWSAcciónTool 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
qstringAdvanced search query (SQL-like) applied to views
namestringImportant-field LIKE filter to match view name
pageintegerZero-based page index to request (sent as X-FM-Page header)
entitystringImportant-field LIKE filter to match target entity name
api_versionintegerForceManager API version to use (sent as X-FM-API-Version header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update ActivityFORCEMANAGER_UPDATE_ACTIVITYAcciónTool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.
FORCEMANAGER_UPDATE_ACTIVITYAcciónTool 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
idintegerObligatorioActivity identifier (positive integer)
ext_idstringExternal id from third-party system
commentstringComments for the activity
geocodedbooleanCalculated if geocode exists (read-only, discourage sending)
account_idintegerLinked account id
contact_idintegerLinked contact id
is_checkinbooleanWhether this is a check-in (boolean, sent as 'True'/'False' per FM API)
api_versionintegerForceManager API version to use (sent as X-FM-API-Version header)
checkin_typestringIf is_checkin=True: Standard Checkin | Opportunity | FastCheckin
sales_rep_idintegerSales rep ID (may be read-only)
opportunity_idintegerLinked opportunity id
activity_type_idintegerActivity type id
geocode_accuracynumberGeocode accuracy
geocode_latitudenumberLatitude for check-ins
permission_levelintegerPermission level (1–5)
geocode_longitudenumberLongitude for check-ins
activity_date_timestringUTC date and time of the activity in ISO 8601 format (YYYY-MM-DDThh:mm:ss)
checkout_date_timestringCheckout date-time for check-out activities (ISO 8601 UTC)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update CompanyFORCEMANAGER_UPDATE_COMPANYAcciónUpdate Company
FORCEMANAGER_UPDATE_COMPANYAcciónUpdate Company
Parámetros de entrada
idintegerObligatorioCompany identifier (positive integer)
faxstringFax number
namestringCompany name
emailstringEmail address
phonestringPhone number
ext_idstringExternal system ID
commentstringComment or notes
phone_2stringSecondary phone number
websitestringWebsite URL
postcodestringPostcode
address_1stringAddress line 1
address_2stringAddress line 2
branch_idstringBranch ID
city_namestringCity name
country_idstringCountry ID
segment_idstringSegment ID
vat_numberstringVAT number
api_versionintegerForceManager API version to use (sends X-FM-API-Version header)
extra_fieldsobjectDictionary of extra custom fields (z_*) to merge into payload
mobile_phonestringMobile phone
sales_rep_idstringOwner sales rep ID
province_namestringProvince name
sales_rep_2_idstringAdditional sales rep ID
sales_rep_3_idstringAdditional sales rep ID
sales_rep_4_idstringAdditional sales rep ID
sales_rep_5_idstringAdditional sales rep ID
visible_to_allbooleanIf True, visible to all users (ForceManager expects string boolean)
account_type_idstringAccount type ID
product_rate_idstringDefault product rate ID
permission_levelintegerPermission level (1–5)
account_status_idstringAccount status ID
geolocalisation_accuracystringGeolocation accuracy radius
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update ProductFORCEMANAGER_UPDATE_PRODUCTAcciónTool to update a product by ID in ForceManager. Use when modifying product details.
FORCEMANAGER_UPDATE_PRODUCTAcciónTool to update a product by ID in ForceManager. Use when modifying product details.
Parámetros de entrada
idintegerObligatorioProduct identifier (positive integer)
costnumberManufacturing cost
modelstringProduct name
pricenumberSelling price
ext_idstringExternal ID from third-party system
family_idintegerFamily ID
api_versionintegerForceManager API version to use (sends X-FM-API-Version header)
category_idintegerCategory ID
descriptionstringProduct description or comment
extra_fieldsobjectDictionary of extra custom fields (z_*) to merge into payload
max_discountnumberMaximum discount percentage
not_availablebooleanIf True, product is not available (ForceManager expects string boolean)
permission_levelintegerPermission level (1–5)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update Sales OrderFORCEMANAGER_UPDATE_SALES_ORDERAcciónUpdate Sales Order
FORCEMANAGER_UPDATE_SALES_ORDERAcciónUpdate Sales Order
Parámetros de entrada
idintegerObligatorioSales order identifier (positive integer)
yearintegerOrder year
topicstringSales order topic
amountnumberOrder amount, must be non-negative
ext_idstringExternal identifier
numberintegerOrder number
addressstringAddress line for the order
rate_idintegerRate ID for the order
archivedbooleanArchive flag; True to archive
commentsstringSales order comments
branch_idintegerBranch ID
status_idintegerSales order status ID
account_idintegerLinked account ID
contact_idintegerLinked contact ID
discount_1numberFirst discount value
discount_2numberSecond discount value
discount_3numberThird discount value
discount_4numberFourth discount value
api_versionintegerForceManager API version to use (sends X-FM-API-Version header)
closed_datestringActual closed date (YYYY-MM-DD)
currency_idintegerCurrency ID
extra_fieldsobjectDictionary of extra custom fields (z_*) to merge into payload
sales_rep_idintegerSales representative ID
opportunity_idintegerLinked opportunity ID
closing_date_expectedstringExpected closing date (YYYY-MM-DD)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update Sales Order LineFORCEMANAGER_UPDATE_SALES_ORDER_LINEAcciónTool 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.
FORCEMANAGER_UPDATE_SALES_ORDER_LINEAcciónTool 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
idintegerObligatorioIdentifier of the sales order line to update
pricenumberUnit price before discounts, must be non-negative
quantityintegerQuantity for this line, must be non-negative
discount_1numberFirst discount, must be non-negative
discount_2numberSecond discount, must be non-negative
discount_3numberThird discount, must be non-negative
discount_4numberFourth discount, must be non-negative
product_idintegerIdentifier of the product for this line
api_versionintegerForceManager API version to use (sends X-FM-API-Version header)
final_pricenumberFinal price after discounts, must be non-negative
extra_fieldsobjectAdditional custom fields (e.g., z_customField) to merge into the payload
salesorder_idintegerIdentifier of the sales order owning the line
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not