Integrate ForceManager with Retently

Trigger NPS/CSAT surveys after sales orders or significant account updates, sync customer contact and activity data to ensure up-to-date profiles in Retently, and use survey feedback to enhance sales strategies and customer relationship management.

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About ForceManager

ForceManager offers functionality for managing sales orders, contacts, activities, and opportunities. Users can create or update entities, search for accounts, and track updates related to calendar items and activities.

ForceManager logoRetently

ForceManager to Retently

1

Sales Order Updated

Triggers when a sales order is updated.
2

Calendar Item Updated

Triggers when a calendar item is updated.
3

New Activity

Triggers when a new activity is created.
4

New Contact

Triggers when a new contact is created.
5

New Sales Order

Triggers when a new sales order is created.
6

Contact Updated

Triggers when a contact is updated.
7

Activity Updated

Triggers when an activity is updated.
8

New Account

Triggers when a new account is created.
9

New Calendar Item

Triggers when a new calendar item is created.
10

New Opportunity

Triggers when a new opportunity is created.
11

Account Updated

Triggers when an account is updated.
12

Opportunity Updated

Triggers when an opportunity is updated.
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Retently to ForceManager

1

Create Entity

Creates a new entity.
2

Update Account

Updates an existing account.
3

Create Account

Creates a new account.
4

Create Calendar Item

Creates a new calendar item.
5

Create Opportunity

Creates a new opportunity.
6

Create or Update Contact

Updates an existing contact or creates a new one.
7

Update Calendar Item

Updates an existing calendar item.
8

Update Opportunity

Updates an existing opportunity.
9

Find Entity

Searches for an entity.
10

List Branches

Returns a list of branches.
11

List Currencies

Returns a list of currencies.
12

List Users

Returns a list of users.
13

Find Account by Any Field

Finds an account by any field.
14

Find Contact

Finds a contact by email or phone number.
15

Find Contact by External ID

Finds a contact by external id.
16

Find Opportunity by Any Field

Finds an opportunity by any field.
17

Find or Create Entity

Find or Create Entity.
18

Find or Create Account

Find or Create Account.
19

Find or Create Contact

Find or Create Contact.
20

Find or Create Opportunity

Find or Create Opportunity.
21

Create Sales Order

Creates a new sales order.
22

Update Contact

Updates an existing contact.
23

Create Activity

Creates a new activity.
24

Create Contact

Creates a new contact.
25

Create or Update Account

Updates an existing account or creates a new one.
26

Update Activity

Updates an existing activity.
27

Update Entity

Updates an existing entity.
28

Update Sales Order

Updates an existing sales order.
29

Get User

Searches for a user.
30

List Countries

Returns a list of countries.
31

List Timezones

Returns a list of timezones.
32

Find Account

Finds an account by name, email or phone number.
33

Find Account by External ID

Finds an account by external id.
34

Find Contact by Any Field

Finds a contact by any field.
35

Find Opportunity

Finds an opportunity by name.
36

Find Opportunity by External ID

Finds an opportunity by external id.
37

Find or Create Account

Find or Create Account.
38

Find or Create Contact

Find or Create Contact.
39

Find or Create Opportunity

Find or Create Opportunity.

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