Alerts and rules

Alerts and rules help you to monitor changes in the connection status or data freshness of a company.

Rules

Codat provides a set of rules that you can use to be alerted about certain events, such as:

  • A data synchronisation is successful.
  • A new company is linked successfully.
  • An existing company is deauthorised.

You can subscribe to these rules either via the Codat API or portal.

Alerts and notification methods

When an event satisfies the conditions of a rule, an alert is triggered and will be visible on the Portal's raised alerts page. If you've added email or webhook notifiers when creating your rule, you'll also receive an email or webhook notification.


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