Automated Monthly Booth Fee Transaction Recording
Every month, you need to record booth fees as transactions in Sevdesk. Instead of manually entering each one, Notis does it automatically on a set date--consistently, accurately, and with an audit trail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Monthly accounting is a time-sink. You manually create transactions for each booth fee, create inconsistent entries, forget some booths, or lose track of which fees have been recorded.
- Monthly fees recorded automatically, no manual entry
- Consistent transaction formatting every month
- No forgotten or duplicate fee entries
- Audit trail automatically complete
- Time saved: hours per month, every month
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Tell Notis: 'On the 1st of each month, create a transaction in Sevdesk for each exhibitor's booth fee based on their active booths in Expofp' or configure in Automations.
- 3Select Cron as the trigger and set it for the date you prefer (1st, 15th, 28th, etc.).
- 4Choose your notification channel to receive confirmation when fees are recorded.
- 5Enable the automation to handle monthly fees automatically.
Questions about this workflow
What if an exhibitor cancels mid-month?
Configure prorated logic in your prompt. For example, 'Calculate fees based on active booth days' or 'Only record fees for fully active booths.'
Can I record different fee amounts for different booth sizes?
Yes--the automation pulls booth size and fee tier from Expofp. Customize the fee logic in your prompt.
How do I verify the fees were recorded correctly?
Notis sends a summary confirmation showing each fee entered. You can also check Sevdesk's check account transactions for a complete log.
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.
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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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