Integrate Codat with Delighted
Codat is an API that allows for seamless, straightforward integrations with accountancy and financial software systems. By simplifying the integration process, it allows users to take their mind off of ETL and shift their focus to improving their business and their core offerings.
Delighted is a service that employs single question surveys to provide businesses with real-time customer feedback. Each survey question can have a rating scale for customers to select from as well as a section where customers have the option to leave a free-form comment. This provides both a numerical score - that can be collected to create a Net Promoter Score (NPS) - and useful customer feedback that Delighted can filter and search to retrieve the most useful responses for a given purpose.
Popular Use Cases
Bring all your Codat data to Amazon Redshift
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ETL all your Codat data to Snowflake
Move your Codat data to MySQL
Bring all your Delighted data to Amazon Redshift
Load your Delighted data to Google BigQuery
ETL all your Delighted data to Snowflake
Move your Delighted data to MySQL
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Codat's End Points
Add company entities and organize them by various properties, including contact details, company name, registration number, etc. Then, retrieve this information as necessary or integrate it with other relevant customer platforms.
Use the bills resource to integrate your billing and organize it based on various properties, including ID, status, issue date, and currency. You can also retrieve all bills for a company as necessary to ensure that your information is always accurate and comprehensive.
Keep a record of the reduction in amount owed to a company resource by a customer. This information may also be linked to an invoice in the underlying accounting platform.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Delighted's End Points
Create a survey recipient, including their customer ID, email address and phone number. Then, you can customize your survey delays based on your customers’ needs and preferences, specifying how you want the surveys sent - via SMS or email - and how frequently you want them sent.
Retrieve data from customer responses, including the score they selected, any comments they left in response to the survey and the person ID for the customer (which allows you to continue to track their responses). Additionally, use this data to create and update your Net Promoter Score, which can help provide customer analytics both within Delighted and in other data sources via integration.
View important metrics for your account like your NPS and the percentage of your respondents that identified as promoters, passives, or detractors. This provides a broader view of your survey performance that can help you determine your overall business performance.
When someone unsubscribes, you can maintain their previous survey response data and view their old emails. When integrated with other user data, this information can provide key business insights. It can also be used to run an array of business analyses, including predictive analytics.