crm · sales-&-crm · 0 triggers · 20 actions
ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions. Add Forcemanager to your Stream Deck workflows with guided setup for the connection details it needs.
Add Forcemanager to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Forcemanager.
Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.
Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.
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.
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.
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.
Delete a sales order line by ID. Attempts deletion across multiple ForceManager API hosts and path variations to ensure compatibility. Returns detailed information about the deletion result, including any messages or status codes from the API. Use this when you need to remove a specific sales order line item from the system.
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.
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.
ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Forcemanager. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Forcemanager action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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