Automated Credit Notes for Booth Upgrades
When an exhibitor upgrades their booth size or sponsorship level, you need to issue a credit for their original invoice and create a new one at the higher price. Instead of manually creating two invoices and a credit note, Notis does all three automatically--so upgrades are processed instantly without errors.
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
Booth upgrades are admin-heavy. You manually calculate the credit, create a credit note, delete or mark the old invoice, create a new one at the new price, and track the differences. It's error-prone and time-consuming.
- Upgrade processing automated from click to complete invoice
- No manual credit note creation or invoice updates
- Pricing always accurate, no calculation errors
- Reduced admin time per upgrade from minutes to seconds
- Exhibitors see new invoice instantly
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Tell Notis: 'When an exhibitor upgrades their booth in Expofp, automatically create a credit note in Sevdesk for their original invoice amount and create a new invoice at the new price' or configure in Automations.
- 3Select Webhook as the trigger and choose your notification channel (Slack, email, Telegram, or WhatsApp).
- 4Test by upgrading a booth in Expofp and verify the credit note and new invoice appear in Sevdesk.
- 5Activate to handle upgrades automatically.
Questions about this workflow
How is the credit amount calculated?
Notis uses the original invoice amount and booth upgrade pricing from Expofp. The credit note covers the original amount, and a new invoice is generated at the new price.
What if the exhibitor only partially upgrades?
Configure your automation to handle partial upgrades. For example, 'Calculate credit for the difference in booth size, add incremental pricing to the new invoice.'
Can I offer a discount for upgrades?
Yes--configure discount logic in your prompt. For example, 'Apply a 5% upgrade discount to the new invoice' or 'Waive the difference if they upgrade within 7 days.'
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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