Sample SuperOffice CRM Scripts to automate events in combination with DataBridge

Owned by Thomas Speekenbrink
Last updated: Aug 01, 2019

Overview

In certain situations, you want to automate processes when something occurs in SuperOffice. Through the use of SuperOffice CRM script in combination with DataBridge you can automate this.

This page lists several common situations with sample scripts and how this can be automated with DataBridge and SuperOffice CRM script.

Intended Audience

This article is intended for persons who are familiar with SuperOffice CRM, know how SuperOffice Admin works and have some basic knowledge of SuperOffice CRM Script.

Prerequisites

The following prerequisites are required before you follow the steps below.

  1. A (demo) subscription of DataBridge, to sign up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
  2. A SuperOffice selection with no selection members of the type Static or Dynamic of the SuperOffice entity type you want to create the trigger on *)
  3. SuperOffice CRM login name with administrator rights
  4. The SuperOffice system license for SuperOffice Expander Services **)
  5. A cloud storage provider, like Dropbox, Microsoft OneDrive, Google Drive or an FTP server.
  6. The unique database value of the category with the name Customer, see retrieve unique database values, more info

*) To make the selection of fields you want to export as easy as possible, DataBridge uses the selection functionality to access all the available fields of the selection type you create. 
To create a SuperOffice selection with no members of the Contact entity type.

  1. In SuperOffice, click the button Selection
  2. Click in the toolbar the New button
  3. Selection name: * DB - Template | Company / Contact
  4. Choose in the drop down 'Selection of:' Companies/Contact
  5. Press the Save button

**) For DataBridge there is no need for the SuperOffice Expander Services, however, if you need access to SuperOffice CRM Script (for example if you want to trigger on SuperOffice events, the SuperOffice Expander Services license is required). Please contact your SuperOffice partner regarding this license.
To check if you have the SuperOffice Expander Services license

  1. In SuperOffice click in the top right corner the hamburger menu
  2. Select Settings & Maintenance
  3. Click Licenses
  4. Click the tab SUPEROFFICE
  5. Check if you see the SuperOffice Expander Services with a checkmark

Cases

For the following cases, we have sample scripts available. 
Please note all these scripts are for educational purposes only, due to the flexibility of SuperOffice.
CRM script and different SuperOffice configuration InfoBridge cannot give support on CRM Scripts,
please contact your SuperOffice consultant if you have any questions.

All scripts can be found here: https://drive.google.com/open?id=1VTJbIhdbv7ozaxlRMqdnuL1QPGAbob1b

Case: Quote
When the quote is updated, the quote and the quote product lines should be pushed to the back-office system
See script: If a quote is updated, trigger DataBridge to export the quote with quote lines

Case: Activity (appointment.to-do/document)
Only when an appointment is created or updated with a specific task type, push the activity to the back-office system.
See script: If activity with task type XXX is updated, trigger DataBridge to export activity

Case: Contact (company)
When a customer changes from prospect to customer, the contact data needs to be pushed to the back-office system.
See script: If a company with category xxx is updated, trigger DataBridge to export company

Case: Contact (company)
Only when an existing company changes from a certain category to a specific category, push the contact data to the back-office system.
See script: Only if an existing category of a company is changed to XX, trigger DataBridge to export contacts

Case: Person
When a person retires and the option former employee is checked, this person needs to be pushed to the back-office system. 
See script: If contact is set to a former employee, trigger DataBridge to export person

Case: Project
When a project is created or updated of a certain project type, the project and project members needs to be pushed to the back-office system.
See script: If a project with type xxx is updated, trigger DataBridge to export project

Case: Sale
If a sale is marked as closed the sales information needs to be pushed to the back-office system.
See script: If the sale is marked as sold, trigger DataBridge to export sale

Case: Sale
If a sale reaches a certain stage, the sales information needs to be pushed to the back-office system.
See script: If sale reached xx stage, trigger DataBridge to export sale

Summary

You have learned to implement a SuperOffice trigger in combination with an event trigger in  DataBridge making it possible to instantly push out changes from SuperOffice to any back-office system.

 Please note: All scripts in this article are for educational purposes only and can be used in the context of this article, InfoBridge cannot support your custom made SuperOffice CRM scripts. Please contact your local SuperOffice partner to assist you with SuperOffice CRM script.