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Integrate Forcemanager with your AI CRM

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

Explore Triggers and Actions

Delete Activity

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

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Delete Company

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

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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 combinations to ensure compatibility across different ForceManager deployments and configurations. Returns the HTTP status code and any response message from the API. A successful deletion typically returns a 200 status code.

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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 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.

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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 non-JSON, capturing response text.

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Delete Sales Order Line

Delete a specific ForceManager sales order line by its positive integer ID. An optional API version can be specified for the request.

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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 permanently removes a view that the authenticated user has permission to delete. **Use Cases:** - Remove outdated or unused custom filters - Clean up views after organizational changes - Programmatically manage view lifecycle **Requirements:** - Valid view ID that exists in the system - Appropriate permissions to delete the view - The view must be owned by or shared with the authenticated user **Note:** This action tries multiple ForceManager API endpoints to maximize compatibility across different deployment environments and API versions.

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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, dates, linked contacts/accounts, and location info The action attempts multiple ForceManager API endpoints to ensure compatibility across different API versions and deployment configurations. Returns found=False if the activity does not exist or cannot be retrieved. Authentication is handled automatically via headers from the connected account.

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Get Company

Retrieve a company by ID from ForceManager, including contact details and custom fields when returned. Returns an entity and a found indicator; found=False can also result from an unsuccessful retrieval and does not confirm that the company is absent.

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Get Internal ID

Retrieve ForceManager internal ID mappings for an external ID and entity type, with optional pagination and API version. Non-JSON responses and HTTP errors can yield empty results; network failures across all attempted endpoints raise an error.

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Get Product

Retrieve a product by ID from ForceManager, including details such as price, category and custom fields when returned. Returns an entity and a found indicator; found=False can also result from an unsuccessful retrieval and does not confirm that the product is absent.

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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 details about a specific line item in a sales order, such as product information, quantities, prices, or applied discounts.

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Get User

Retrieve a ForceManager user by ID, including profile, contact and permission details when returned. Returns an entity and a found indicator; found=False can also result from an unsuccessful retrieval and does not confirm that the user is absent.

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Get View

Retrieve a saved ForceManager view by ID. Returns view items and their count; if direct retrieval fails, the tool can match the ID against a listed page of views. An empty result does not necessarily mean the view is absent.

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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').

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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.

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Update Company

Update Company

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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 must already exist - this action does not create new products. At least one field besides 'id' must be provided to update.

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Update Sales Order

Update Sales Order

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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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How the Forcemanager integration works

The Forcemanager integration connects your Dench AI CRM directly to Forcemanager, so agents can read and act on your Forcemanager data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

20 actions are available for agents to invoke on your behalf. Every call runs through Forcemanager's own authorization, scoped to the account you connect.

Set up Forcemanager in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Forcemanager and click Connect — you'll authorize access through Forcemanager's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Forcemanager in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Forcemanager integration work with Dench?

The Dench Forcemanager integration connects your AI CRM to Forcemanager, so AI agents can work with your Forcemanager data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Forcemanager via Dench?

The Forcemanager integration currently exposes 20 actions, including Delete Activity, Delete Company, Delete Contact, Delete Master Data Value, Delete Sales Order, and Delete Sales Order Line. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Forcemanager to Dench?

No. You connect Forcemanager from your Dench workspace using Forcemanager's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Forcemanager integration secure?

Connections are authorized through Forcemanager's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Forcemanager connection from your workspace settings at any time.

Forcemanager | Dench AI CRM