Automatic Invoice Tagging by Event and Sponsorship Level
Finding invoices by event or sponsorship tier shouldn't require digging through your entire Sevdesk database. When an invoice is created for an exhibitor, Notis automatically tags it with the event name, sponsorship level, and exhibitor category--so filtering and reporting takes seconds.
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
Invoices sit in Sevdesk with no organization. You spend hours searching by hand when you need a report, manually tag invoices after creation, or give up and create separate accounts for each event.
- Invoices tagged automatically, no manual work
- Find invoices by event in seconds, not hours
- Generate event-specific financial reports instantly
- Track sponsorship tier performance easily
- Never lose an invoice in disorganization again
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Ask Notis: 'When an invoice is created for an exhibitor, automatically tag it with their event name and sponsorship level from Expofp' or configure in Automations.
- 3Select Webhook as the trigger and choose your notification channel.
- 4Create a test invoice and verify tags appear in Sevdesk immediately.
- 5Activate to auto-tag all invoices going forward.
Questions about this workflow
Can I tag with custom categories beyond event and sponsorship level?
Yes--use conditional logic in your prompt. For example, 'Tag all invoices from EU exhibitors with EU-EXHIBITOR' or 'Tag premium tiers with PRIORITY.'
What if I need to tag existing invoices?
Notis can run a one-time batch tag of existing invoices. Ask in chat or contact support to set this up.
Will tags help me filter for reports?
Absolutely--Sevdesk filters by tags natively. Once tagged, you can generate event-specific P&L, sponsorship performance reports, and more with a few clicks.
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
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