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Notis

Automatic Exhibitor Contact Creation on Signup

Stop manually adding exhibitor information to your accounting system. When someone registers for your event in Expofp, Notis instantly creates their contact in Sevdesk--so your sales and accounting teams stay perfectly synchronized.

Trigger

Webhook received

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

Action

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.

Why this helps

Manually entering exhibitor information into your accounting system is a context-switching nightmare. You miss entries, create duplicates, or forget to add new exhibitors until it's time to invoice.

  • No manual data entry--exhibitors auto-added to Sevdesk
  • Prevent duplicate contacts and corrupted records
  • Sales and accounting stay in sync automatically
  • Reduce setup time from minutes per exhibitor to zero
  • Never miss an exhibitor when invoicing

Setup

Build it in a few focused steps.

  • 1Connect Expofp and Sevdesk to Notis via your Notis portal (one-time setup).
  • 2Ask Notis: 'When a new exhibitor signs up in Expofp, create them as a contact in Sevdesk' or use the Automations section in the portal.
  • 3Select 'Webhook' as the trigger type and choose your notification channel (Telegram, Slack, email, or WhatsApp).
  • 4Test with one exhibitor signup and verify the contact appears in Sevdesk within seconds.
  • 5Enable the automation and watch each new registration sync automatically.

Questions about this workflow

Will this create duplicate contacts if the exhibitor signs up twice?

Notis handles this intelligently. If you want extra protection, pair this with the 'Check Customer Number Availability' automation to verify unique IDs before creation.

What exhibitor information gets synced?

Name, email, phone, company, and any other fields captured in Expofp are automatically included. Customize the mapping in your automation prompt if needed.

Can I exclude certain exhibitors from auto-creation?

Yes--use conditional logic in your prompt. For example, 'Only create a contact if their sponsorship level is premium' or 'If they're from outside Europe.'

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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