Automated Credit Notes for Cancelled Booths
Booth cancellations shouldn't trigger a manual sprint to issue refunds. When an exhibitor cancels in Expofp, Notis automatically generates a credit note in Sevdesk--complete, accurate, and audit-ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Credit Note from Invoice
Tool to create a new credit note from an existing invoice in SevDesk. Use when you need to issue a credit note based on an already created invoice.
Why this helps
Tracking cancellations and manually issuing credit notes is error-prone and time-consuming. You forget to issue refunds, duplicate credits, or create mismatched records that confuse your accountant.
- Credit notes generated instantly, no manual processing
- Exhibitors see refunds approved immediately
- Audit trail is automatic and complete for compliance
- Eliminate follow-up chaos tracking who's been refunded
- Accounting accuracy without the busywork
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time setup).
- 2Tell Notis: 'When a booth is cancelled in Expofp, automatically create a credit note in Sevdesk for the full booth amount' or configure in Automations.
- 3Choose Webhook as the trigger and select your notification channel (Slack, email, Telegram, or WhatsApp).
- 4Cancel a test booth in Expofp and verify the credit note appears in Sevdesk within moments.
- 5Activate the automation to handle refunds automatically going forward.
Questions about this workflow
What if the exhibitor only partially cancels their booking?
Specify the partial refund amount in your prompt. For example: 'Create a credit note for 50% of the booth fee if they reduce booth size.'
Can I notify the exhibitor when the credit is issued?
Notis notifies your team immediately. Combine this with a Notis outreach to send the exhibitor a refund confirmation email automatically.
Are there tax implications?
Credit notes in Sevdesk respect your tax settings. Consult your accountant about policy, but the automation ensures consistent bookkeeping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Expofp to Sevdesk. A trigger fires from one place; an action lands in another.
Expofp triggers
Sevdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Expofp and Sevdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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