Integrate Codat with SendGrid
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.
Sendgrid is a cloud-based email service that allows companies around the world to reliably deliver emails without having to build their own in-house email infrastructure. With Sendgrid, you can build and nurture your customer relationships by sending the right email, to the right people, at the right time.
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 SendGrid data to Amazon Redshift
Load your SendGrid data to Google BigQuery
ETL all your SendGrid data to Snowflake
Move your SendGrid data to MySQL
Integrate Codat With SendGrid 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.
SendGrid's End Points
Create, manage, send, and schedule campaigns through Sendgrid. Then, monitor campaign performance and use that data to make any necessary pivots in your marketing strategies.
Specify an email address and receive daily, weekly, or monthly notifications regarding your email usage or stats. Use this information to get big-picture insights about email performance and success rates.
Easily unsubscribe email addresses, ensuring that none of your communication goes to the wrong audience.
Retrieve all of your email statistics within a specific date range. Use this data to monitor campaign performance, email frequency, and other relevant insights.
Tag emails by type or topic, and use this segmentation to send more targeted, precise communication to each of your audiences.
Manage your contacts, segmenting them, creating lists of recipients, adding recipients to specific campaigns, and more. This kind of flexible, targeted communication will not only improve open rates, but also increase customer satisfaction and overall ROI.