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Notis

Automated Accounting Contact Setup for Corporate Exhibitors

Corporate exhibitors need debitor numbers and accounting contacts in Sevdesk before you can invoice them, but manual setup is a bottleneck. When a corporate exhibitor registers in Expofp, Notis automatically creates their accounting contact and assigns a debitor number--so they're invoice-ready instantly.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Accounting Contact

Tool to create a new accounting contact in sevDesk. Use when you need to assign debitor or creditor numbers to existing contacts for accounting purposes.

Why this helps

Corporate exhibitors sit in limbo until someone manually creates their accounting contact and assigns a debitor number. Invoicing is delayed, your accountant chases you for setup, and you lose track of who's ready.

  • Accounting contacts created instantly, no manual setup
  • Debitor numbers assigned automatically
  • Corporate exhibitors invoice-ready on day one
  • Reduce accounting team bottleneck
  • Never delay invoicing due to missing account numbers

Setup

Build it in a few focused steps.

  • 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
  • 2Tell Notis: 'When a corporate exhibitor registers in Expofp, automatically create an accounting contact in Sevdesk and assign a debitor number' or configure in Automations.
  • 3Select Webhook as the trigger and choose your notification channel.
  • 4Test by registering a corporate exhibitor and verify the accounting contact and debitor number appear in Sevdesk.
  • 5Activate the automation to setup all corporate exhibitors automatically.

Questions about this workflow

How are debitor numbers assigned?

Sevdesk auto-generates sequential debitor numbers, or you can configure a custom numbering scheme in your prompt (e.g., event code + sequence).

What if a company is already in Sevdesk?

Configure the automation to check for existing contacts first and link rather than duplicate. Notis can detect and reuse existing records.

Can I set different accounting categories for different company types?

Yes--use conditional logic in your prompt. For example, 'If they're a tech vendor, assign category 5; if they're a logistics partner, assign category 3.'

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.

TriggerScheduled

Book Invoice Amount

Tool to book an invoice amount in SevDesk. Use when you need to record a payment for an invoice, either full or partial. This creates an invoice log entry and updates the invoice status accordingly.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Check Customer Number Availability

Tool to check if a customer number is available in sevDesk. Use when you need to verify that a customer number can be assigned without conflicts.

ActionInstant

Create Accounting Contact

Tool to create a new accounting contact in sevDesk. Use when you need to assign debitor or creditor numbers to existing contacts for accounting purposes.

ActionInstant

Create Check Account Transaction

Tool to create a new check account transaction in SevDesk. Use when you need to manually record a transaction for a payment account, such as bank transfers, cash movements, or other financial transactions that need to be tracked in the accounting system.

ActionInstant

Create Clearing Account

Tool to create a new clearing account in sevDesk. Use when you need to set up accounts for tracking intermediate transactions like coupons, gift cards, or prepayments. Clearing accounts are offline accounts used for booking purposes.

ActionInstant

Create Communication Way

Tool to create a new contact communication way (email, phone, website, etc.) in SevDesk. Use when you need to add contact information like email addresses, phone numbers, or website URLs to an existing contact.

ActionInstant

Create Contact

Creates a new contact (person or company) in SevDesk accounting system. Required fields: - type: Must be 'PERSON' or 'COMPANY' - familyname: Required for PERSON type (last name) - name: Required for COMPANY type (company name) - category: Contact category reference (e.g., id=3 for Customer, id=2 for Supplier) Automatically generates customerNumber if not provided. Supports optional fields like email, phone, address, bank details, tax information, and more.

ActionInstant

Create Contact (REST API)

Tool to create a new contact in sevDesk using the standard REST API endpoint. Use when you need to create a person or organization contact with category assignment.

ActionInstant

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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