Automatic Tagging for Bulk Exhibitor Imports
When you import 50 exhibitors at once, they all get added to Sevdesk but with no common organization. Notis automatically tags them with the batch date, import source, or event name--so you can always find all exhibitors from that import, filter them by cohort, and report on batch-specific metrics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Tag
Tool to create a new tag and attach it to an object (Invoice, Order, Voucher, or CreditNote) in sevDesk. Use when you need to categorize or label objects for organization and filtering. If a tag with the same name already exists, it will be linked to the object instead of creating a duplicate.
Why this helps
Bulk imports add hundreds of exhibitors at once, but without tags, they're scattered through Sevdesk with no way to track them as a group. You can't answer basic questions like 'Which exhibitors were in last week's import?' or 'How many from this batch have paid?'
- All imports automatically tagged by batch or source
- Query exhibitors by import date or event instantly
- Cohort-based reporting becomes automatic
- No organizational overhead after bulk imports
- Track import-specific metrics and success
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Tell Notis: 'When a batch of exhibitors is imported from Expofp, automatically tag all contacts and invoices with the import date and event name' or configure in Automations.
- 3Select Webhook as the trigger and choose your notification channel (Slack, email, Telegram, or WhatsApp).
- 4Import a test batch of exhibitors and verify tags appear on all contacts and invoices in Sevdesk.
- 5Activate to tag all future imports automatically.
Questions about this workflow
Can I customize the tag names based on the import source?
Yes--use conditional logic. For example, 'If imported from Expofp, tag with 'EXPOFP-' plus the date' or 'Tag all with the event code.'
What if I import exhibitors manually vs. via API?
Configure separate automations for each source, or use a universal tag like 'BULK-IMPORT' plus source-specific tags.
Can I see reports by import batch?
Yes--Sevdesk's tagging and filtering make it easy. Generate reports for 'All exhibitors with tag EXPOFP-2026-09' in seconds.
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
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.