Automate Codat Assess
HumDay reads Codat Assess’s own published API description and derives 18 operations from it. Describe the outcome you want in plain words — you get a program that is written, proven on real data, and run for you.
What Codat Assess is
Codat's Assess API enable you to make smarter credit decisions on your small business customers. Assess enriches your customer's accounting, commerce and banking data to surface actionable insights you didn't have before. [Read more...](https://www.codat.io/assess/) [See our OpenAPI spec](https://github.com/codatio/oas)
API host: api.codat.io
What HumDay can do in Codat Assess
1 documented operations change something in Codat Assess.
- POSTGenerate an Excel report
/data/companies/{companyId}/assess/excel
What HumDay can read from Codat Assess
These are the operations a schedule or a trigger can watch.
- GETEnhanced Invoices Report
/companies/{companyId}/reports/enhancedInvoices - GETEnhanced Balance Sheet Accounts
/companies/{companyId}/reports/enhancedBalanceSheet/accounts - GETGet order information for a specific company
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/orders - GETGet status of Excel report
/data/companies/{companyId}/assess/excel - GETGet enhanced cash flow report
/companies/{companyId}/reports/enhancedCashFlow/transactions - GETEnhanced Profit and Loss Accounts
/companies/{companyId}/reports/enhancedProfitAndLoss/accounts - GETDownload generated excel report
/data/companies/{companyId}/assess/excel/download - GETGet key metrics for subscription revenue
/data/companies/{companyId}/connections/{connectionId}/assess/subscriptions/mrr - GETRequest production of key subscription revenue metrics
/data/companies/{companyId}/connections/{connectionId}/assess/subscriptions/process - GETGet the customer retention metrics for a specific company.
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/customerRetention - GETGet data integrity status
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/status - GETLists data integrity details for date type
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/details - GETGet data integrity summary
/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/summaries - GETGet the refunds information for a specific company
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/refunds - GETCommerce Revenue Metrics
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/revenue - GETGet the marketing metrics from an accounting source for a given company.
/data/companies/{companyId}/connections/{connectionId}/assess/accountingMetrics/marketing - GETGet the lifetime value metric for a specific company.
/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/lifetimeValue
How automating Codat Assess works
- Describe the outcome. Say what you want to happen, in your own words. No node graphs, no field mapping.
- Approve the contract. HumDay writes down exactly what it will do, what it will touch, and what it will never do. You approve it before anything is built.
- See it proven. The program runs and shows you the result before it is allowed near your live Codat Assess account.
- Grant access, then go live. You approve the specific Codat Assess operations it may use — and only those.
Popular Codat Assess integrations
Connect Codat Assess to the tools people pair it with most.
- Codat Assess and OData for namespace microsoft.graphintegration
- Codat Assess and Cloudflareintegration
- Codat Assess and NetBoxintegration
- Codat Assess and GitHubintegration
- Codat Assess and Mistintegration
- Codat Assess and Loket.nlintegration
- Codat Assess and Atlassian The Jira Cloud platformintegration
- Codat Assess and Magento B2Bintegration
- Codat Assess and Stripeintegration
- Codat Assess and Zuora Reference Billingintegration
- Codat Assess and bunqintegration
- Codat Assess and DocuSignintegration
Automate Codat Assess with these
- Codat Accounting105 operations
- Codat Bank Feeds6 operations
- Codat Banking5 operations
- Codat Commerce11 operations
- Codat Expense13 operations
- Codat Sync for Commerce17 operations
- Stripe442 operations
- Zuora Reference Billing428 operations
- bunq421 operations
- PayRun.IO389 operations
- Sinao272 operations
- Xero Accounting224 operations
Categories
Questions about Codat Assess automation
- Can HumDay connect to Codat Assess?
- Yes. HumDay reads Codat Assess's own published API description and derives the operations from it, so there is no hand-built connector to wait for. 18 operations are documented.
- Do I need to write code to automate Codat Assess?
- No. You describe the outcome you want in plain words. HumDay agrees a contract with you, writes the program, and shows you a test run before anything touches your Codat Assess account.
- What can HumDay do in Codat Assess?
- 1 of the 18 documented operations change something in Codat Assess, and 17 read from it. HumDay only ever uses the specific operations your approved contract needs.
- Is my Codat Assess account safe?
- Your credentials are stored encrypted and are never shown in chat, code, or logs. Every run is limited to the operations you explicitly approved, and anything that writes to Codat Assess is held behind that approval.
Where this came from
The operations above are read from a published API description for Codat Assess at raw.githubusercontent.com/codatio/oas/main/json/Codat-Assess.json. Descriptions are the provider’s own words, not ours. Last published 2023-04-18.