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Server Scripts & Jobs Overview
Using Custom Server Scripts in Processes, Workflows, and Approvals
Running Custom Background Tasks with Vtiger Server Jobs
Writing Code for Server Scripts and Jobs
Helper Method for Server Scripts and Jobs - Debugging
Helper Method for Server Scripts and Jobs - HTTP Request
Helper Methods for Server Scripts and Jobs - Vtiger REST API
Server Scripts Example - Contact Email Validation and Data Enrichment
Server Scripts Example - Calculate Organization Outstanding Invoice Amount
Server Scripts Example - Set Case SLA by Created Day
Server Jobs Example - Importing Daily Leads from a File
Server Jobs Example - Update Stocks Weekly in Warehouse System
Server Side Scripts & Jobs User Guide
Server Scripts Example - Update Credit Score of a Contact
This article gives you an example of how you can update the credit score of a Contact using Server Scripts.
A
Abdul Sameer
19 Apr, 2024 - Updated
4 months ago
Table of Contents
Update the Credit Score of Contact
Consider a company CreditX is a leading financial services company specializing in providing credit solutions. They assess creditworthiness accurately, ensuring fair lending practices. They provide services like personal loans and credit cards.
To manage their sales and support they use CRM. Their customers are created as Contacts in CRM. To provide a better offer to customers they need the credit scores of their customers.
This can be done easily with Server Scripts and Jobs.
To achieve this, you must create a process or workflow and add Server Script action.
Explanation
- When a record is saved, this action will trigger.
- Getting tax identification number from record data (custom field)
- If TIN is there, send a GET API request to the credit score provider service with TIN in the query string.
- On request, the basic authentication header is set for authorization.
- If the API request is successful, get the credit score from the response.
- Set the credit score to the field.
- Return record data back.
- Since the credit score field value is changed, workflow or process will update it to the record.
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