Automated Standard Payment Method Setup
Every event should have the same set of payment methods to track (bank transfer, credit card, cash, etc.), but you manually recreate them each time. Notis automatically creates your standard payment methods at the start of each event--so invoicing is consistent and payment tracking is standardized from day one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Payment Method
Creates a new payment method in sevDesk for tracking different payment types. Use this tool when you need to add custom payment options (e.g., specific credit cards, digital wallets, or regional payment methods) that aren't already available in the system. The created payment method can then be used when creating invoices or recording payments.
Why this helps
Payment method setup is repetitive. You forget which methods you defined last time, create inconsistent options across events, or manually add them to invoices one by one.
- Standard payment methods created automatically at event start
- No manual setup or forgotten options
- Consistent payment tracking across all exhibitors
- Invoicing standardized from day one
- Payment method consistency reduced errors
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Ask Notis: 'At the start of each event, create standard payment methods in Sevdesk: bank transfer, credit card, wire transfer, and cash' or configure in Automations.
- 3Select Cron as the trigger and set it to run when each event begins (date-based trigger).
- 4Choose your notification channel to confirm payment methods were created.
- 5Activate to standardize payment method setup across all events.
Questions about this workflow
Can I use different payment methods for different events?
Yes--configure conditional logic. For example, 'For European events, create bank transfer and SEPA; for US events, create wire and ACH.'
What if an event-specific payment method is needed?
Use conditional logic or create a secondary automation for event-specific methods. Your main automation sets up standards, and specific needs are added manually or via conditional triggers.
Do these replace existing payment methods or add to them?
By default, Notis creates new ones. If duplicates already exist, you can configure the automation to skip creation or consolidate.
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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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