CRM

Connect ForceManager to Your AI Agents

Enable your Wkil agents to manage sales activities, orders, and company records through a secure ForceManager integration.

Authentication: API key

Build with Forcemanager

What you can do

Look up and update sales activities and orders
Retrieve company and product records

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

20 verified tools

Get Activity

Retrieve details of a logged sales activity.

Update Activity

Update the details or status of a logged activity.

Get Sales Order Line

Retrieve a line item from a sales order.

Update Sales Order

Update the status or details of a sales order.

Get Company

Retrieve details of a company record.

Get Product

Retrieve details of a product record.

Update Company

Update the details of a company record.

List Views

List the saved data views available in the workspace.

View all verified tools (search)

Delete ActivityDelete CompanyDelete ContactDelete Sales OrderDelete Sales Order LineDelete Master Data ValueDelete ViewGet ActivityGet CompanyGet Internal IDGet ProductGet Sales Order LineGet UserGet ViewList ViewsUpdate ActivityUpdate CompanyUpdate ProductUpdate Sales OrderUpdate Sales Order Line

Practical agent use cases

An agent updates a sales activity's status right after a rep completes a visit.
An agent looks up a company's record to prep a rep before a call.

How it works with Wkil

1
Choose the integration
Add Forcemanager to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Can an agent delete a sales order?

Deletion can be restricted so the agent is limited to reading and updating records rather than removing them.