Sevdesk integration

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.

Book Voucher Amount

Record a full or partial payment against a sevDesk voucher.

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 fo…

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.

Create Contact Address

Tool to create a new contact address in SevDesk. Use when you need to add a new address for an existing contact with street, city, postal code, and country information.

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.

Create Contact Custom Field Setting

Creates a new contact custom field setting in sevDesk for tracking additional contact information. Use this tool when you need to add custom fields to contacts to store information beyond the standard fields provided by sevDesk (e.g., customer type, lead source, industry classification, or other cu…