View all systems 
Forcemanagercrm
20 available actions
What your AI agent can do in Forcemanager
ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 20 actions.
Common starting points
- Get Sales Order LineRetrieves a single sales order line by ID from ForceManager.
- Get ActivityRetrieves a single activity by its ID from ForceManager CRM.
- Update Sales OrderUpdate Sales Order
- Update Sales Order LineTool to update sales order line by ID.
- Delete ContactPermanently deletes a contact from ForceManager by its unique ID.
- Delete Sales OrderDelete a sales order by ID using ForceManager REST API.
Browse all 20 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 8 actions
- Get ActivityRetrieves a single activity by its ID from ForceManager CRM.
- Get CompanyRetrieve a single company by its ID from ForceManager.
- Get Internal IDTool to retrieve ForceManager internal IDs mapping for a given externalId and entity type.
- Get ProductRetrieve a single product by its ID from ForceManager/Sage Sales Management.
- Get Sales Order LineRetrieves a single sales order line by ID from ForceManager.
- Get UserRetrieves a single ForceManager user by their ID, returning comprehensive user information including name, email, phone, active status, permission level, manager…
- Get ViewTool to get a single view by ID.
- List ViewsTool to list saved view filters.
Update & manageChange and manage existing recordsView 5 actions
- Update ActivityTool to update an existing activity by ID.
- Update CompanyUpdate Company
- Update ProductUpdates an existing product by ID in ForceManager.
- Update Sales OrderUpdate Sales Order
- Update Sales Order LineTool to update sales order line by ID.
Remove & cancelRemove records or cancel supported workView 7 actions
- Delete ActivityDelete an existing activity by ID.
- Delete CompanyTool to delete a company by its ForceManager ID.
- Delete ContactPermanently deletes a contact from ForceManager by its unique ID.
- Delete Sales OrderDelete a sales order by ID using ForceManager REST API.
- Delete Sales Order LineDelete a sales order line by ID.
- Delete Master Data ValueDelete a master-data value (Z_ table) by ID using ForceManager REST API.
- Delete ViewDelete a saved view (custom filter) by its ID.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Forcemanager
How does the agent connect to Forcemanager?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Forcemanager?
The page above lists the 20 actions currently available through the Forcemanager connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Forcemanager included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Forcemanager is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Forcemanager to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.