Integrate Codat with Zendesk
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.
Zendesk is a CRM platform focused on creating a better, more personalized service experience for your customers by providing targeted support based on their specific needs. Zendesk can also organize valuable customer data - including user information, customer service history, and support tickets - and store that data in one place for you to access at any 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 Zendesk data to Amazon Redshift
Load your Zendesk data to Google BigQuery
ETL all your Zendesk data to Snowflake
Move your Zendesk data to MySQL
Integrate Codat With Zendesk 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.
Zendesk's End Points
Store data about all of your users - including customers, support agents, and administrators - and track the interactions that they have using Zendesk. Use this data to address common issues and create a better overall user experience.
Sort your customers into organizations either manually or based on their email address. This can help you better understand your customers’ needs and more accurately assign support team members to them.
Create support tickets from a range of sources, including email, social media, and other customers support interactions. Use these tickets to track customer usage trends, which will guide your support system moving forward.
Monitor group composition, group availability, and the kinds of support queries that specific groups are tackling and use that data to increase the efficiency of your support workflow.