Automated Monthly Revenue Export and Reporting
Month-end closes slowly because you manually export data from Sevdesk. Let Notis do it automatically. On the last day of each month, Notis exports your revenue data as a CSV--ready for your accountant, your dashboard, or your financial review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export Credit Note CSV
Tool to export credit notes as CSV from SevDesk. Use when you need to retrieve credit note data in CSV format for reporting or data analysis. The export returns CSV content (either base64-encoded or plain text) along with file metadata.
Why this helps
Month-end reporting is a manual slog. You log into Sevdesk, export credit notes and invoices, format the data, send it around, and answer follow-up questions. It's error-prone and time-consuming.
- Revenue exported automatically, no manual export clicks
- Reports ready for review or accountant on day one
- Reduce month-end close time from hours to minutes
- Consistent reporting format every month
- Historical data organized automatically
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Ask Notis: 'On the last day of each month at 5pm, export all revenue and credit note data from Sevdesk as a CSV file and send it to my email' or configure in Automations.
- 3Select Cron as the trigger and set it for the last day of the month at your preferred time.
- 4Choose email or Slack to receive the monthly export.
- 5Activate to receive automated revenue reports every month.
Questions about this workflow
Can I filter the export to include only certain invoices?
Yes--specify in your prompt. For example, 'Export only invoices tagged with PAID' or 'Exclude test invoices.'
What format is the export in?
CSV by default, which you can open in Excel or Google Sheets. You can also ask Notis to format it differently if needed.
Can I send it to multiple people or places?
Yes--specify multiple email addresses or Slack channels in your automation. Everyone gets the same export simultaneously.
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.
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Create Clearing Account
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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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Sevdesk.