Integrate Twilio with Codat
Twilio offers scalable, cloud-based communications for web and mobile apps. This includes the ability for companies to call, SMS, chat, or video conference without having to create a communications infrastructure on their own. Further, Twilio can track tasks, evaluate worker performance and availability, and gather event data that can be used to create historical analytics reports.
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.
Popular Use Cases
Bring all your Twilio data to Amazon Redshift
Load your Twilio data to Google BigQuery
ETL all your Twilio data to Snowflake
Move your Twilio data to MySQL
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
Integrate Twilio With Codat Today
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Twilio's End Points
Retrieve data about Twilio tasks that are part of your team’s workflow and filter those tasks using an array of fields including priority, assignment status and name. This data can be gathered from within Twilio or integrated from external sources and added to Twilio’s workflow.
Track each workspace event that occurs, including things like the creation of a new Twilio task, a worker being assigned to a task or a change in a worker’s activity status. You can use this data to both generate current analytics and store historical record data for future use.
Get data about your workers, including their activity, availability and relevant skills. This will help you both assign your workers the tasks that are most suited to their skill sets and ensure that those tasks are only assigned when workers are ready to tackle them.
Monitor a worker’s Twilio activity status and use it to determine whether or not to assign an open task to a specific worker.
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.