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Notis

Automatic Exhibitor Phone Number Capture

Accurate phone numbers matter for follow-ups, but entering them manually is tedious and error-prone. When an exhibitor provides their phone number in Expofp, Notis automatically adds it to their Sevdesk contact--so you have complete communication data without lifting a finger.

Trigger

Webhook received

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

Action

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.

Why this helps

Exhibitors provide phone numbers in Expofp, but they're missing from Sevdesk. You manually add some, forget others, mistype digits, or don't bother--leaving your follow-up team with incomplete contact data.

  • Phone numbers synced automatically, no manual entry
  • Eliminate typos and incomplete contact data
  • Follow-up team has complete communication info
  • Reduce setup time per exhibitor
  • Build comprehensive contact database automatically

Setup

Build it in a few focused steps.

  • 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
  • 2Ask Notis: 'When an exhibitor provides a phone number in Expofp, automatically add it to their contact in Sevdesk' or configure in Automations.
  • 3Select Webhook as the trigger and choose your notification channel (Slack, email, Telegram, or WhatsApp).
  • 4Update an exhibitor's phone in Expofp and verify it appears in Sevdesk within seconds.
  • 5Activate the automation to sync all exhibitor phone numbers automatically.

Questions about this workflow

What if an exhibitor provides multiple phone numbers?

Notis captures all numbers. You can specify which ones are mobile, work, or emergency in Sevdesk's communication way settings.

How does this handle international phone formats?

Notis syncs numbers as provided. If you need standardized formatting, Notis can add it during sync (e.g., always include country code).

Can I mark certain numbers as primary or backup?

Yes--configure your automation to mark the first number as primary, or use conditional logic like 'Mark work numbers as primary.'

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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