Integrate Codat with Invoca
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.
Invoca provides call tracking and analytics, allowing users to connect their phone calls and conversations to their larger sales and marketing journeys and use this information to drive revenue and delight their customers.
Popular Use Cases
Bring all your Codat data to Amazon Redshift
Load your Codat data to Google BigQuery
ETL all your Codat data to Snowflake
Move your Codat data to MySQL
Bring all your Invoca data to Amazon Redshift
Load your Invoca data to Google BigQuery
ETL all your Invoca data to Snowflake
Move your Invoca data to MySQL
Integrate Codat With Invoca Today
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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.
Invoca's End Points
Report completed order information and other conversion events, allowing you to stay on top of changes that could be difficult to track, including phone conversions and revenue.
Integrate with the Invoca Marketing Automation platform to create, read, update, and delete your marketing and sales operations. This can help you understand campaign effectiveness and make actionable, positive changes.
Retrieve call transactions and correct existing transactions to stay on top of customer interactions.
Allocate a dynamic, trackable promo phone number from a RingPool. When people call, this returns a promo number and a formatted click-through URL. This can help you keep track of your efforts and credit your affiliates for calls.