Sage Sales Management

forcemanager is a crm platform designed for field sales teams, offering tools for activity tracking, sales reporting, and customer management integrating forcemanager with make com allows users to automate lead updates, synchronize contacts, and trigger sales workflows across multiple apps this is ai generated content based on official sage sales management documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //support forcemanager net/en/articles/8613596 como puedo contactar con soporte directly requirements to use the sage sales management app in make, you must have a sage sales management account and both a public api key and a private api key, https //www forcemanager com/ for subscription, refer to the https //www forcemanager com/ connect sage sales management and {{product name}} to get started, you must first create a connection between sage sales management and {{product name}} , allowing the two services to communicate obtain your api key in your sage sales management account create the connection in make obtain your api key in your sage sales management account before you create the connection in {{product name}} , you should first obtain your api key in your sage sales management account to obtain your api key navigate to settings click integrations click api key management copy the api key displayed on screen copy the private key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer forcemanager com/ create the connection in {{product name}} https //www make com/en/register , add the sage sales management module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your sage sales management account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page sage sales management modules after connecting to the sage sales management app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact creates a new contact record in your selected application create a sales order creates a new sales order record in your system create a sales order line creates a new line item within a sales order, specifying product details, quantity, and pricing create an account creates a new user account in the specified application create an activity creates a new activity record in your selected application create an entity creates a new entity record in your selected application create an event/task creates a new event in your calendar create an opportunity creates a new sales opportunity record in your crm system create or update a contact updates an existing contact’s details or creates a new contact if one with the specified information does not already exist create or update an account updates an existing account with new information or creates a new account if one does not already exist find a contact searches for a contact using any specified field, such as name, email, or phone number find an account searches for an account using any specified field, such as name, email, or account id find an entity searches for a specific entity using any available field as a search parameter find an opportunity searches for an opportunity based on specified field criteria get a sales order line retrieves detailed information for a specific sales order line using its unique id get a user retrieves detailed information about a specific user using their unique id list branches retrieves a list of all branches within a specified repository list countries retrieves a list of all available countries from the database list currencies retrieves a list of available currency codes and their details list sales order lines retrieve all line items linked to a specific sales order list timezones retrieves a comprehensive list of available timezones list users retrieves a list of all users from your account make an api call executes a custom api request to the connected service using your authorized credentials update a contact updates the details of an existing contact in your account update a sales order updates the details of an existing sales order update a sales order line updates the details of an existing sales order line, such as quantity, price, or product information update an account updates the details or information of an existing account update an activity updates the details of an existing activity update an entity updates the details or properties of a specified entity update an event/task updates the details of an existing calendar event update an opportunity updates the details of an existing sales opportunity watch created accounts triggers when a new user account is successfully created in your system watch created activities triggers when a new activity record is added to your account watch created calendar items triggers when a new event is added to your calendar watch created contacts triggers when a new contact is added to your account watch created opportunities triggers when a new sales opportunity is added to your account watch created sales orders triggers when a new sales order is added to your account watch updated accounts triggers when any changes are made to an existing account's details watch updated activities triggers when any changes are made to an existing activity watch updated calendar items triggers when any changes are made to an existing event in your calendar watch updated contacts triggers when any information about an existing contact is changed watch updated opportunities triggers when any details of an existing opportunity are modified watch updated sales orders triggers when any changes are made to an existing sales order templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} sage sales management resources you can have access to more resources related to this app on the following links https //community make com/search?q=sage%20sales%20management https //www forcemanager com/ https //developer forcemanager com/ https //www make com/en/integrations/force manager