ForceManager

The CRM to Supercharge Sales Teams. On the road. In the office. From home.

Integrate the ForceManager API with the Data Stores API

Setup the ForceManager API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate ForceManager and Data Stores remarkably fast. Free for developers.

Add or update a single record with Data Stores API on New Activity from ForceManager API
ForceManager + Data Stores
 
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Add or update a single record with Data Stores API on New Contact from ForceManager API
ForceManager + Data Stores
 
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Add or update a single record with Data Stores API on New Opportunity from ForceManager API
ForceManager + Data Stores
 
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Add or update multiple records with Data Stores API on New Activity from ForceManager API
ForceManager + Data Stores
 
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Add or update multiple records with Data Stores API on New Contact from ForceManager API
ForceManager + Data Stores
 
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New Activity from the ForceManager API

Emit new event when a new activity is created. See the documentation

 
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New Contact from the ForceManager API

Emit new event when a new contact is created. See the documentation

 
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New Opportunity from the ForceManager API

Emit new event when a new opportunity is created. See the documentation

 
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Create Opportunity with the ForceManager API

Creates a new business opportunity in ForceManager. See the documentation

 
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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
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Find Contact with the ForceManager API

Search for an existing contact by email, name, or phone. See the documentation

 
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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
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List All Users with the ForceManager API

Returns a list of all users in the app. See the documentation

 
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Overview of ForceManager

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.

Connect ForceManager

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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}`,
      },
    })
  },
})

Overview of Data Stores

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores

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export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})