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Notis

Automatic Exhibitor Custom Field Population

Your exhibitors have rich profile data in Expofp--industry, company size, previous event history, etc.--but that information isn't in Sevdesk's contact records. Notis automatically copies exhibitor metadata into Sevdesk custom fields, so your accounting and sales teams have complete context on every contact.

Trigger

Webhook received

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

Action

Create Contact Custom Field

Tool to create a custom field for a contact in sevDesk. Use when you need to add custom field values to a contact. Requires references to both the contact and the custom field setting that defines the field type.

Why this helps

Exhibitor data is siloed across systems. Sevdesk has basic contact info, but not the rich profile data from Expofp. You lose sales context, can't segment exhibitors by value or behavior, and your team has incomplete information.

  • Exhibitor metadata synced automatically to custom fields
  • Sales and accounting have complete exhibitor context
  • Enable segmentation and targeting based on profile data
  • Reduce manual data copying and maintenance
  • Build a richer, more useful contact database

Setup

Build it in a few focused steps.

  • 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
  • 2Tell Notis: 'When an exhibitor signs up, copy their industry, company size, and previous event attendance from Expofp into custom fields in their Sevdesk contact' or configure in Automations.
  • 3Select Webhook as the trigger and choose your notification channel.
  • 4Test with one exhibitor signup and verify custom fields are populated in Sevdesk.
  • 5Activate to enrich all new exhibitor records automatically.

Questions about this workflow

What if some exhibitors don't have all profile data?

Notis syncs whatever is available. Missing data stays empty, and you can update it manually later if needed.

Can I customize which fields sync to which custom fields?

Yes--specify the mapping in your prompt. For example, 'Copy Expofp industry to custom field ID 42.'

How do I set up custom fields in Sevdesk first?

Create custom fields in Sevdesk (Contact settings > Custom fields), then reference them by name or ID in your Notis automation.

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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