ForceManager

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

Integrate the ForceManager API with the Filter API

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

Continue execution if a condition Is met with Filter API on New Activity from ForceManager API
ForceManager + Filter
 
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Continue execution if a condition Is met with Filter API on New Contact from ForceManager API
ForceManager + Filter
 
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Continue execution if a condition Is met with Filter API on New Opportunity from ForceManager API
ForceManager + Filter
 
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End execution if a condition is met with Filter API on New Activity from ForceManager API
ForceManager + Filter
 
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End execution if a condition is met with Filter API on New Contact from ForceManager API
ForceManager + Filter
 
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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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Continue execution if a condition Is met with the Filter API

Continue workflow execution only if a condition is met

 
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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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End execution if a condition is met with the Filter API

End workflow execution if a condition is met

 
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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 Filter

The Filter API in Pipedream allows for real-time data processing within workflows. It's designed to evaluate data against predefined conditions, enabling workflows to branch or perform specific actions based on those conditions. This API is instrumental in creating efficient, targeted automations that respond dynamically to diverse datasets. Using the Filter API, you can refine streams of data, ensuring that subsequent steps in your Pipedream workflow only execute when the data meets your specified criteria. This cuts down on unnecessary processing and facilitates the creation of more intelligent, context-aware systems.

Connect Filter

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export default defineComponent({
  async run({ steps, $ }) {
    let condition = false
    if (condition == false) {
      $.flow.exit("Ending workflow early because the condition is false")
    } else {
        $.export("$summary", "Continuing workflow, since condition for ending was not met.")
    }
  },
})