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Map an external system ID to a ForceManager internal ID. Useful for synchronization with external ERPs, CRMs, or accounting systems that assign their own identifiers to records.
Create, update, or delete calendar events and tasks in ForceManager. Calendar entries can be events or tasks, support all-day scheduling, notifications, and can be linked to accounts, contacts, and opportunities.
Retrieve one or more product records from the ForceManager catalog. Fetch by ID or list/search products with filtering by model name or custom queries.
Retrieve calendar events and tasks from ForceManager. Fetch by ID or list/search entries with filtering by owner, account, date range, or custom queries.
Retrieve lookup/reference values used across ForceManager entities. Provides access to master data tables such as account types, account statuses, activity types, opportunity statuses, contact types, branches, segments, countries, and currencies. Use this tool to discover valid IDs for reference fields on other entities.
Create, update, or delete sales activity records (visits, calls, meetings) in ForceManager. Activities track sales interactions and can include check-in geolocation data.
Retrieve one or more account (company) records from ForceManager. Fetch a single account by ID, or list/search accounts with optional filtering using ForceManager query syntax.
Create, update, or delete account (company) records in ForceManager. Accounts represent companies or organizations and can have multiple sales representatives assigned. Use **action** to specify the operation. For updates, only fields provided will be modified.
Retrieve one or more contact records from ForceManager. Fetch a single contact by ID, or list/search contacts with filtering.
Create, update, or delete contact records in ForceManager. Contacts are associated with accounts and include personal details, phone numbers, emails, and social profiles.
Create, update, or delete sales opportunity records in ForceManager. Opportunities track deals through their lifecycle with amounts, probabilities, and close dates. Supports multiple associated accounts.
Create, update, or delete individual line items within a sales order in ForceManager. Line items reference products with quantity, pricing, and up to four levels of discounts.
Create, update, or delete product catalog entries in ForceManager. Products include model names, pricing, cost, category/family classification, and discount limits.
Retrieve a branch by ID or discover available branches and their names. Use branch IDs when creating accounts, opportunities, or sales orders.
Create, update, or delete sales orders in ForceManager. Sales orders can be linked to accounts, contacts, opportunities, and branches. Supports up to four levels of discounts. When creating an order, you can also include line items.
Retrieve user records from ForceManager (read-only). Fetch a specific user by ID or list/search users. Users include branch assignments, permission levels, and last known geolocation.
Retrieve one or more sales opportunity records from ForceManager. Fetch by ID or list/search opportunities with filtering by account, status, sales rep, or custom queries.
Retrieve one or more sales activity records from ForceManager. Fetch by ID or list/search activities with filtering by account, contact, sales rep, or date range.
Retrieve sales orders and optionally their line items from ForceManager. Fetch by ID or list/search with filtering. When retrieving by ID, line items can be included automatically.
Retrieve a sales-order line by ID or list lines, optionally filtered by sales order. Returns line IDs, products, quantities, prices, and discounts for subsequent updates.