ForceManager

Connect AI agents to ForceManager (now Sage Sales Management), a mobile-first field sales CRM. Agents create accounts and contacts, open opportunities, log field activities, and raise sales orders from the road.

27 actions Session available

Platform Documentation ↗

An opportunity is marked won, or a scheduled poll finds one that moved

Get Opportunity loads the deal with its account, contact, and currency

List Products resolves each ordered item to a real catalog record and category

The agent assembles the full line set and checks it totals what was quoted

Create Sales Order writes the order header and returns its ID

Create Sales Order Line adds each line item against that Sales Order ID

The rep and the sales manager are told the order exists and what is on it

A person approves the assembled order before the header is written, because a half written order cannot be removed

What This Integration Enables

ForceManager, now branded Sage Sales Management, is a field sales CRM, and field means the rep is not at a desk. That premise runs through the whole product and it changes what good automation looks like. The valuable work is not making a screen nicer to use, because the rep is not looking at a screen; it is making sure that by the time they are back in signal, the account is created, the visit is logged against the right opportunity, and the order is ready for someone to approve. FlowRunner's role here is to do the parts of the job that happen between visits, so the visit itself stays a conversation rather than a data entry exercise conducted in a car park.

The API rewards flows that resolve before they write. Fields such as typeId, statusId, countryId, currencyId, categoryId, and salesRepId expect the integer ID of an existing record, and reference lists carry localized names per language, so an agent that hardcodes a number from one account will write nonsense into another. List actions are zero indexed through Page with a default page size of fifty that Page Size can raise or lower, and the Filter parameter is passed verbatim as the API where clause, accepting SQL style expressions joined with AND or OR such as typeId=3 AND dateCreated>'2024-01-01'. That is genuinely powerful and it deserves care, because a value interpolated into that string selects rows rather than being escaped into a comparison. Updates are partial: Update Account, Update Contact, and Update Opportunity change only the fields supplied. Deletes on accounts, contacts, and opportunities permanently remove the record. Sales orders are built in two steps, with Create Sales Order returning the header ID and Create Sales Order Line adding each line against it. Date formats differ between actions, with Create Activity expecting YYYY-MM-DD HH:mm:ss and Create Sales Order expecting ISO 8601. ForceManager provides no webhook subscription surface to this connector, so it ships no triggers and no part of this integration listens for events; agents poll the list actions on a schedule with a Filter on a date column instead. Production and sandbox are selected per connection, and sandbox needs its own key pair, so a flow can be rehearsed against real shapes before it touches a live account.

Without FlowRunner

The van is the office Visits and calls get logged when the rep gets home, if they get logged at all

Orders retyped from a quote The order is rekeyed into the CRM after the fact, with the transcription errors that implies

Reference IDs guessed An integration writes a type or status number copied from another account and the record reads wrong

With FlowRunner

Activity lands as it happens Visits and calls are written against the right account, opportunity, and rep from the systems that saw them

Orders built from the deal The header and its lines are assembled from the opportunity and the catalog in one reviewed pass

Reference IDs resolved live Account types, statuses, activity types, currencies, and reps are looked up from the account rather than assumed

Use Case Scenarios

New accounts loaded with their reference data already correct

A list of new prospects arrives in Google Sheets. Before the first write, the agent resolves the reference data this account actually uses, reading the account types, account statuses, countries, and currencies so that typeId, statusId, countryId, and currencyId carry real integers rather than numbers copied from a template. It then calls List Accounts with a Filter on the company name to check for an existing record. New companies become Create Account, each followed by Create Contact for the named person, linked to the account. Matched companies get Update Account instead, which is partial, so the territory and owner a rep set by hand survive the import untouched. The result is a CRM where a rep visiting tomorrow finds the account already carrying the right type and status.

Field activity logged from the systems that actually saw it

Calls made from a phone system and meetings held on a calendar are the record of what a rep did all week, and neither of them is in the CRM. On a schedule, the agent reads completed calls from Aircall and matches each to an account with List Accounts and to a person with List Contacts. Create Activity writes the visit or call against the account, the opportunity, and the sales rep resolved from List Users, with the date formatted as YYYY-MM-DD HH:mm:ss as that action requires. Where the activity relates to an open deal, Update Opportunity advances the stage using a status ID resolved from the account's own opportunity statuses. At the end of the week, List Activities pulls the period and a manager summary goes out through Brevo naming coverage by rep, accounts visited, and opportunities with no activity at all.

A won deal that becomes an order without a rekeying step

An opportunity is marked won. The agent calls Get Opportunity to load the deal, its account, its contact, and its currency, then reads the quote lines from wherever the quote was produced. Each line is resolved against the catalog with List Products and Get Product so that quantities and prices attach to real product records with real category IDs. The agent then assembles the complete order, header and every line, and totals it against the opportunity amount to catch a line that was dropped or duplicated in translation. Nothing is written yet. What happens next is the reason this integration is worth building carefully.

Human-in-Loop Highlight

Creating a sales order in ForceManager is not one operation, it is two, and the gap between them is the most expensive place on this connector. Create Sales Order writes the order header and returns its ID. Every line item is then added separately with Create Sales Order Line, passing that ID. That design is perfectly reasonable, and it means an order exists in the CRM the instant the header is written, before a single line is on it. If a product ID fails to resolve on line four of nine, or a currency mismatch rejects a line, or the run simply stops, the account is left holding a real sales order that is silently wrong: some lines present, some missing, a total that matches nothing, and it is visible to the rep and to whoever reads orders downstream. This connector exposes Delete Account, Delete Contact, and Delete Opportunity, and no delete for a sales order, so the agent cannot tidy up after itself. Someone has to go and fix it by hand, and the way that usually gets discovered is a customer receiving the wrong thing. So the agent does all the work and then stops before the header. It resolves every product, prices every line, totals the order, and posts to the deal owner in Slack: "Opportunity 8842, Ferrer Instalaciones, closed won at 14,300 EUR. I have assembled a sales order of 9 lines from the quote. 8 lines resolved to catalog products cleanly. Line 6, 'mounting kit, 40mm', matched two products with different category IDs and I picked neither. My assembled total is 13,900 EUR, which is 400 EUR under the opportunity amount, and that gap is line 6. Confirm the product for line 6 and I will write the header and all 9 lines in one pass, or tell me to hold." The owner picks a product. Only then does Create Sales Order run, immediately followed by Create Sales Order Line for all nine, so the window in which a partial order can exist is as short as the flow can make it and no order is ever created that a person has not already read.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

27 actions

Accounts

List Accounts Returns accounts with zero indexed Page and a Page Size that defaults to fifty, plus a Filter passed verbatim as the API `where` clause and an Order naming a single attribute. Used to check for an existing company before creating one.
Get Account Retrieves a single account with its type, status, and country. Used to load context before writing a contact, an opportunity, or an activity against it.
Create Account Creates an account, with typeId, statusId, countryId, and currencyId supplied as integer IDs of existing reference records. Used when a new company enters the CRM.
Update Account Updates an account partially, changing only the fields supplied and leaving the rest untouched, so hand set fields such as territory survive an automated sync.
Delete Account Permanently removes an account. No recovery, so it runs only on a reviewed set.

Contacts

List Contacts Returns contacts with paging, Filter, and Order. Used to resolve the person on a deal or an activity.
Get Contact Retrieves a single contact. Used to load full details before a message or a document is produced.
Create Contact Creates a contact attached to an account. Used to keep people connected to the company they work for rather than floating.
Update Contact Updates a contact partially. Used to enrich a record without disturbing what a rep entered.
Delete Contact Permanently removes a contact. Held behind human review.

Opportunities

List Opportunities Returns opportunities with paging, Filter, and Order. Used for pipeline reporting and for finding deals that moved since the last poll.
Get Opportunity Retrieves a single opportunity with its account, contact, amount, and currency. Used as the source when assembling a sales order.
Create Opportunity Creates an opportunity against an account, with statusId supplied as the integer ID of a real opportunity status. Used when a qualified deal opens.
Update Opportunity Updates an opportunity partially, including its stage. Used to advance a deal from the systems that saw it move.
Delete Opportunity Permanently removes an opportunity and its history. Reserved for reviewed cleanup.

Activities

List Activities Returns logged activities with paging and Filter. Used to measure field coverage and to find accounts with no recent contact.
Get Activity Retrieves a single activity. Used to read what was actually recorded on a visit or a call.
Create Activity Logs a field activity such as a visit or a call against an account, an opportunity, and a sales rep. Expects `date` in `YYYY-MM-DD HH:mm:ss` format, which differs from the ISO 8601 that sales orders use.

Sales Orders

List Sales Orders Returns sales orders with paging and Filter. Used to reconcile orders against won opportunities.
Get Sales Order Retrieves a single sales order. Used to verify what was actually written after an order is created.
Create Sales Order Creates the order header and returns its ID, with `closedDate` in ISO 8601. The order becomes real the moment this runs and there is no delete for it on this connector, which is why a person approves the assembled order first.
Create Sales Order Line Adds a line item to an existing order, passing the Sales Order ID returned by the header. Each line is a separate call, so the full line set is assembled and reviewed before the header is written.

Products

List Products Returns catalog products with paging and Filter. Used to resolve quoted items to real product records before an order is assembled.
Get Product Retrieves a single product with its category. Used to confirm a line item resolves to exactly one catalog record.
Create Product Creates a product with a categoryId supplied as the integer ID of a real category. Used to keep the sellable catalog aligned with an external source.

Users

List Users Returns the sales representatives on the account. Used to resolve salesRepId before writing an activity or an opportunity.
Get User Retrieves a single user. Used to attach a real rep name to a report or a routing decision.

Frequently Asked Questions

What can FlowRunner do with ForceManager?

FlowRunner agents can run List Accounts, Get Account, and Create Account in ForceManager, plus 24 more actions.

Does connecting ForceManager to FlowRunner require OAuth?

No. ForceManager connects to FlowRunner with session-based authentication, no OAuth flow required.

Can ForceManager trigger a FlowRunner workflow automatically?

ForceManager doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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