Sevdesk Integration — Automate Sevdesk with AI on Beauto

sevDesk is an online accounting software designed for small businesses and freelancers, offering features like invoicing, expense management, and financial reporting.

Category: accounting · 115 actions available

What you can automate with Sevdesk

Beauto connects Sevdesk with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Sevdesk events, enrich Sevdesk data with AI, or sync Sevdesk with the rest of your stack — without writing code.

  • Sync Sevdesk data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Sevdesk events and route the output anywhere
  • Schedule recurring Sevdesk tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Sevdesk actions Beauto supports

  • 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.
  • 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
  • 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 book
  • 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
  • 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
  • Create Credit Note from Invoice — Tool to create a new credit note from an existing invoice in SevDesk. Use when you need to issue a credit note based on an already created invoice.
  • Create File Import Account — Tool to create a new file import account (check account) in sevDesk. Use when you need to set up a new bank account that will receive transaction imports via CSV or MT940 files. The account will be created with type 'onl
  • Create Part — Tool to create a new part (product or service) in SevDesk. Use when you need to add inventory items, products, or services to the system for use in invoices and orders.
  • 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 are
  • Create Private Transaction Rule — Tool to create a new private transaction rule in SevDesk. Use when you need to define rules that automatically mark transactions as private based on counterpart name or payment purpose. This is useful for separating pers
  • 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 alread
  • Delete Accounting Contact By ID — Permanently deletes an accounting contact from sevDesk by its unique identifier. This action removes the accounting contact and cannot be undone. Use this when you need to: - Remove outdated or duplicate accounting conta
  • Delete Check Account By ID — Permanently deletes a check account from sevDesk by its unique identifier. This action removes the check account (bank account) and cannot be undone. Use this when you need to: - Remove outdated or unused bank accounts -
  • Delete Check Account Transaction — Permanently deletes a check account transaction from sevDesk by its unique identifier. Use when you need to remove a transaction that was created in error or is no longer needed.
  • Delete Communication Way By ID — Permanently deletes a communication way from sevDesk by its unique identifier. Use when you need to remove phone numbers, email addresses, or other contact methods from contacts. The communication way ID must be valid an
  • Delete Contact — Permanently deletes a contact from sevDesk by its unique identifier. This action removes the contact and cannot be undone. Use this when you need to: - Remove outdated or duplicate contacts - Clean up test data - Delete
  • Delete Contact Address By ID — Tool to delete a contact address from sevDesk by its unique identifier. Use when you need to permanently remove a contact address that is no longer needed or is outdated.
  • Delete Contact Custom Field By ID — Tool to permanently delete a contact custom field by its ID. Use when you need to remove a custom field value from a contact.
  • Delete Contact Custom Field Setting By ID — Tool to permanently delete a contact custom field setting by its ID. Use when you need to remove a custom field configuration from contacts.
  • Delete Credit Note By ID — Permanently deletes a credit note from sevDesk by its unique identifier. This action removes the credit note and cannot be undone. Use this when you need to: - Remove outdated or incorrect credit notes - Clean up draft c
  • Delete Order By ID — Permanently deletes an order from sevDesk by its unique identifier. Use this when you need to remove orders from the system. Note that only draft orders can be deleted - attempting to delete orders in other states will r
  • Delete Order Position By ID — Permanently deletes an order position from sevDesk by its unique identifier. Use this when you need to remove line items or positions from orders. Note that deletion may fail with a 409 conflict error if the order is not
  • Delete Payment Method — Deletes a payment method in sevDesk by its ID. Use this when you need to permanently remove a payment method from the system. Requires the payment method ID which can be obtained from the Get Payment Methods or Create Pa
  • Delete Private Transaction Rule By ID — Permanently deletes a private transaction rule from sevDesk by its unique identifier. Use when you need to remove a rule that is no longer needed.
  • Delete Tag By ID — Permanently deletes a tag from sevDesk by its unique identifier. Use this when you need to remove tags that are no longer needed or to clean up tag data. The tag ID must be valid and the tag must exist, otherwise a 404 e
  • Enshrine Check Account Transaction — Tool to enshrine a check account transaction by its ID. Use when you need to permanently lock or finalize a transaction to prevent further modifications.
  • Export Credit Note CSV — Tool to export credit notes as CSV from SevDesk. Use when you need to retrieve credit note data in CSV format for reporting or data analysis. The export returns CSV content (either base64-encoded or plain text) along wit
  • Fetch Dictionary Entries By Type — Tool to retrieve placeholders (dictionary entries) for a specific object type in sevDesk. Use when you need to get available template placeholders for documents like invoices, emails, or letters.
  • Find Contacts By Custom Field Value — Tool to find contacts by custom field value. Use when you need to search for contacts that have a specific value in a custom field.
  • Generate Progress Download Hash — Tool to generate a download hash for an export job progress. Use when you need to retrieve the progress status and download hash for an export job initiated through sevDesk's Export API.
  • Get Accounting Contact By ID — Tool to retrieve accounting contact details by ID. Use when you need accounting information (debitor/creditor numbers) for a specific contact.
  • Get Accounting Contacts — Tool to retrieve accounting contacts from sevDesk. Use when you need to fetch accounting contact information including debitor and creditor numbers.
  • Get SevClient Account Invoices — Retrieves all sevDesk account invoices for the authenticated client. Returns a list of invoice objects or null if no invoices exist in the account.
  • Get Check Account Balance At Date — Tool to get the balance of a check account at a specific date. Use when you need to retrieve the historical balance of a bank account, considering only transactions up to the specified date at 23:59:59.

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