Automated Daily Customer Number Duplication Checks
Duplicate contacts silently destroy your accounting and shipping. Instead of discovering them when someone complains, catch them automatically every day. Notis checks your Sevdesk customer numbers daily and flags conflicts before they become problems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Duplicate contacts happen quietly and cause cascading chaos. Invoices split between copies, shipments go wrong, and you don't find out until an exhibitor complains or your accountant flags a discrepancy.
- Duplicates caught automatically, not after they cause damage
- CRM stays clean without manual audits
- Prevent shipment and invoicing mix-ups
- Reduce time spent investigating contact issues
- Early warning before duplicates cascade
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Tell Notis: 'Every day, check for duplicate customer numbers in Sevdesk and alert me if any exist' or configure in Automations.
- 3Select 'Cron' as the trigger type and set the frequency to daily (morning works best).
- 4Choose your notification channel (Slack, email, Telegram, or WhatsApp) to receive alerts.
- 5Activate and let Notis scan your database automatically each day.
Questions about this workflow
What happens if duplicates are found?
Notis alerts you immediately with details. You can then decide to merge them, delete the copy, or investigate manually.
Can this run more frequently than daily?
Yes--set it to run hourly or weekly depending on your exhibitor volume. More frequent checks catch issues faster but may generate more alerts.
Will this flag test/dummy contacts?
Yes, but you can exclude them with conditional logic. Tell Notis to 'Ignore contacts with TEST in the name' or similar rules.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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.
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.
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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