The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
forcemanager: {
type: "app",
app: "forcemanager",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.forcemanager.com/api/v4/users`,
headers: {
"Content-Type": `application/json`,
"Accept": `*/*`,
"X-Session-Key": `${this.forcemanager.$auth.oauth_access_token}`,
},
})
},
})
Sync ForceManager Contacts with a Google Sheet: Use the ForceManager API to pull contact data and automatically update a Google Sheet in real-time. This keeps your contact list current and can serve as a shared resource for cross-departmental information sharing.
Create Slack Notifications for New Deals: Set up a workflow where Pipedream listens for new deals in ForceManager and sends a message to a designated Slack channel. This keeps your team instantly informed about new sales opportunities and encourages quick action.
Automate Weekly Sales Reports: Generate automated weekly sales reports by aggregating data from ForceManager and sending it to an email address or storing it in Google Drive. This reduces manual work and ensures that stakeholders always have the latest performance data.
Emit new event when a new activity is created. See the documentation
Emit new event when a new contact is created. See the documentation
Emit new event when a new opportunity is created. See the documentation
Creates a new business opportunity in ForceManager. See the documentation
Search for an existing contact by email, name, or phone. See the documentation
Returns a list of all users in the app. See the documentation
ForceManager uses OAuth authentication. When you connect your ForceManager account, Pipedream will open a popup window where you can sign into ForceManager and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any ForceManager API.
Pipedream requests the following authorization scopes when you connect your account:
POST
https://api.forcemanager.com/api/v4/login
content-type: application/json
accept: */*
username={{custom_fields.api_key}}
&
password={{custom_fields.private_key}}