Forcemanager for AI agents
Agents read Forcemanager at once. Changes and sends are held for a person's approval by default.
About Forcemanager
ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.
What an agent can do in Forcemanager
Every Forcemanager action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Forcemanager without asking first. 8 actions.
- Get ActivityRetrieves a single activity by its ID from ForceManager CRM. Use this tool when you need to: - Fetch details of a specific activity by its ID - Check if an activity exists - Retrieve activity data inc
- Get CompanyRetrieve a single company by its ID from ForceManager. Returns company details when found, or an empty entity with found=False when the company doesn't exist or the API returns non-JSON content. The a
- Get Internal IDTool 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 p
- Get ProductRetrieve a single product by its ID from ForceManager/Sage Sales Management. This action tries multiple known ForceManager API endpoints in sequence until one succeeds. If a product is not found or th
- Get Sales Order LineRetrieves a single sales order line by ID from ForceManager. A sales order line represents a product item within a sales order, including quantity, pricing, and discount information. Use this when you
- Get UserRetrieves a single ForceManager user by their ID, returning comprehensive user information including name, email, phone, active status, permission level, manager, branches, and more. Returns the compl
- Get ViewTool to get a single view by ID. Returns a list with zero or one view object.
- List ViewsTool to list saved view filters. Use when you need to retrieve saved views for a specific entity (e.g., list views for entity 'account').
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 12 actions.
- Delete ActivityDelete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
- Delete CompanyTool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
- Delete ContactPermanently deletes a contact from ForceManager by its unique ID. This action removes the specified contact and all associated data. The operation is irreversible. The action automatically tries multi
- Delete Sales OrderDelete 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 whe
- Delete Sales Order LineDelete a sales order line by ID. Attempts deletion across multiple ForceManager API hosts and path variations to ensure compatibility. Returns detailed information about the deletion result, including
- Delete Master Data ValueDelete 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
- Delete ViewDelete a saved view (custom filter) by its ID. Views in ForceManager are saved filter configurations that users create to quickly access filtered lists of entities (accounts, activities, opportunities
- Update ActivityTool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.
- Update CompanyUpdate Company
- Update ProductUpdates an existing product by ID in ForceManager. Use this tool to modify product details such as name, price, cost, description, availability status, category, family, discount limits, and custom fi
- Update Sales OrderUpdate Sales Order
- Update Sales Order LineTool 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.
Changes wait in Needs you
Changes and sends in Forcemanager are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Forcemanager questions
Can an agent change data in Forcemanager on its own?
Not by default. Changes and sends in Forcemanager are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Forcemanager?
This connector lists 8 read actions. Reads run at once, without waiting for approval.
How does Forcemanager connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.