Forcemanager Integration — Automate Forcemanager with AI on Beauto

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

Category: crm, sales & crm · 20 actions available

What you can automate with Forcemanager

Beauto connects Forcemanager with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Forcemanager events, enrich Forcemanager data with AI, or sync Forcemanager with the rest of your stack — without writing code.

  • Sync Forcemanager data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Forcemanager events and route the output anywhere
  • Schedule recurring Forcemanager tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Forcemanager actions Beauto supports

  • Delete Activity — Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
  • Delete Company — Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
  • Delete Contact — Permanently 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 multiple API endpoint com
  • Delete Sales Order — 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 no
  • Delete Sales Order Line — Delete 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 any messages or sta
  • Delete Master Data Value — 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 t
  • Delete View — Delete 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, etc.). This action
  • Get Activity — Retrieves 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 including comments, dat
  • Get Company — Retrieve 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 action automatically
  • Get Internal ID — 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 he
  • Get Product — Retrieve 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 the API returns non-JS
  • Get Sales Order Line — Retrieves 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 need to fetch detai
  • Get User — Retrieves 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 complete user object if f
  • Get View — Tool to get a single view by ID. Returns a list with zero or one view object.
  • List Views — 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').
  • Update Activity — Tool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.
  • Update Company — Update Company
  • Update Product — Updates 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 fields. The product mu
  • Update Sales Order — Update Sales Order
  • Update Sales Order Line — 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.

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