Sevdesk
German online accounting platform for invoices, customers, expenses, clearing accounts, accounting contacts, and check-account transactions.
Built for freelancer and SMB accounting that books invoice payments, verifies customer-number availability, and creates clearing accounts and transactions.
Example Use Cases
These are the Sevdesk actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 contacts that are no longer needed The contact ID must be valid and the contact must exist, otherwise a 404 error will be raised. Example: "Delete contact with ID 12345"
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 error will be raised.
Tool to retrieve accounting contacts from sevDesk. Use when you need to fetch accounting contact information including debitor and creditor numbers.
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.
Tool to retrieve details of a specific check account by ID. Use when you have a check account's ID and need its detailed information including balance, IBAN, currency, and status.
Tool to retrieve list of check account transactions. Use when you need to fetch transactions with optional filters (e.g., account ID, date, status) after verifying the check account exists.
Tool to retrieve a list of all check accounts. Use when you need to view or select available bank accounts in sevDesk.
Tool to retrieve communication ways from sevDesk. Use when you need to fetch contact information like phone numbers, emails, or web addresses for a contact.
Tool to retrieve contact addresses from sevdesk. Use when you need to fetch address information for contacts with optional pagination and embedded related objects.
Tool to retrieve details of a specific contact by ID. Use when you have a contact's UUID and need its detailed information.
Tool to retrieve a list of contacts. Use when you need to fetch contacts from sevdesk with optional filters.
Tool to retrieve a list of credit notes. Use when you need to fetch multiple or filtered credit note records after confirming filters.
Tool to check if an invoice is already partially paid. Use when you need to determine the partial payment status of a specific invoice.
Tool to retrieve all line items (positions) for a specific invoice. Use when you need detailed information about products, services, quantities, and prices on an invoice.
Retrieves a list of invoices from sevDesk with optional filtering and pagination. Use this tool to: - Get all invoices or filter by status (DRAFT, CONFIRMED, PAID, CANCELLED) - Search invoices by contact, date range, or invoice number - Paginate through large invoice lists using limit and offset - Include related objects (contact, sevClient) using the embed parameter - Sort results by invoice date or other fields
Tool to retrieve the next free customer number from sevDesk. Use when you need to get the next available customer number for creating a new contact.
Tool to retrieve details of a specific order by ID. Use when you have an order's ID and need its detailed information including customer, amounts, status, and line items.
Retrieve a paginated list of orders from sevDesk. This action fetches orders with support for filtering by status, customer, search text, and pagination. All parameters are optional - calling without parameters returns all orders. Use 'embed' to include related data like contact information or addresses in a single request.
Tool to retrieve details of a specific part by ID. Use when you have a part's ID and need its detailed information including pricing, stock levels, and metadata.
Tool to retrieve a list of all parts. Use when you need to list available products or services for selection.
Tool to retrieve tags from sevdesk. Use when you need to fetch tags for categorization or filtering purposes.
Tool to create a new invoice in SevDesk using the Factory endpoint. Use when you need to create an invoice for a customer with line items, tax information, and optional discounts. This is the main endpoint for invoice creation in SevDesk API.
Tool to mark an invoice as sent by specifying how it was sent to the customer. Use when you need to update an invoice's send status after it has been delivered via print, postal mail, email, or PDF download.
Updates an existing check account (bank account) in sevDesk by ID. Use this tool to modify bank account details such as bank name, IBAN, BIC, account holder, account number, or status flags (active/default). All fields except 'id' are optional - only provide the fields you want to update. Returns the complete updated check account object. Common use cases: - Update banking information (IBAN, BIC, bank name) - Change account holder details - Set account as active/inactive or default/non-default - Add or modify account description
Tool to update an existing contact's details. Use after confirming the contact ID. Example: "Update contact with ID 123e4567-e89b-12d3-a456-426614174000".
Tool to update an existing order in sevDesk by ID. Use when you need to modify order details like header, customer notes, or text fields.
Tool to update an existing part (product/service) in sevDesk. Use when you need to modify part details like name, stock, price, tax rate, or status.
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.
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.
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.
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 custom attributes). Once created, these custom fields can be used when managing contacts.
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 'online' to support file imports.
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.
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 personal transactions from business ones.
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 contacts - Clean up test data - Delete accounting contacts that are no longer needed The accounting contact ID must be valid and the contact must exist, otherwise a 404 error will be raised. Example: "Delete accounting contact with ID 90804710"
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 - Clean up test data - Delete check accounts that are no longer needed The check account ID must be valid and the account must exist, otherwise a 404 error will be raised. Example: "Delete check account with ID 6158594"
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.
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 and exist, otherwise a 404 error will be raised.
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.
Tool to permanently delete a contact custom field by its ID. Use when you need to remove a custom field value from a contact.
Tool to permanently delete a contact custom field setting by its ID. Use when you need to remove a custom field configuration from contacts.
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 credit notes that are no longer needed - Delete test data Note: The credit note must be in draft status to be deleted. Attempting to delete a non-draft credit note will result in a 409 Conflict error. The credit note ID must be valid and exist, otherwise a 404 error will be raised. Example: "Delete credit note with ID 2569269"
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 result in a 409 conflict error.
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 in draft status.
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 Payment Method actions.
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.
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.
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 with file metadata.
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.
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.
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.
Tool to retrieve accounting contact details by ID. Use when you need accounting information (debitor/creditor numbers) for a specific contact.
Tool to retrieve the bookkeeping system version from sevDesk. Use when you need to check which bookkeeping system version (1.0 or 2.0) is currently configured for the sevDesk client. This is useful for determining which features and endpoints are available based on the accounting system in use.
Tool to retrieve a specific check account transaction by its ID. Use when you need detailed information about a specific transaction.
Retrieve a list of communication way keys from sevDesk. Communication way keys define the available types for contact communication methods (e.g., ID 1: Private, ID 2: Work, ID 3: Fax, ID 4: Mobile, ID 5: Empty, ID 6: Autobox, ID 7: Newsletter, ID 8: Invoicing). Use this to get the valid key IDs and names for creating or updating communication ways.
Tool to retrieve details of a specific communication way by ID. Use when you have a communication way's ID and need its detailed information.
Tool to retrieve details of a specific contact address by ID. Use when you have a contact address ID and need its detailed information.
Tool to retrieve a contact custom field by its ID. Use when you need to fetch details about a specific custom field associated with a contact.
Tool to retrieve details of a specific contact custom field setting by ID. Use when you need information about a contact custom field configuration.
Tool to receive the count of references for a contact custom field setting. Use when you need to check how many times a contact custom field is referenced before deleting it.
Tool to retrieve contact custom field settings from sevDesk. Contact custom field settings define the structure and configuration of custom fields that can be added to contacts. Use this when you need to fetch the list of available custom field configurations or understand what custom fields are defined for contacts.
Tool to retrieve contact custom fields from sevDesk. Contact custom fields store additional user-defined information about contacts beyond standard fields. Use this when you need to fetch custom field values for contacts or list all custom field data.
Tool to get the count of items across all tabs for a specific contact. Use when you need to retrieve statistics about documents, invoices, orders, and other items related to a contact.
Tool to retrieve credit note positions from SevDesk. Use when you need to fetch line items or positions associated with credit notes.
Tool to export invoices as CSV from sevDesk. Use when you need to get invoice data in CSV format. The response contains base64-encoded CSV content when download parameter is false.
Tool to retrieve the progress of an export operation. Use when you need to check the status of a running export by its hash identifier.
Tool to export check account transactions as CSV file. Use when you need to download or retrieve transaction data in CSV format for reporting or analysis.
Tool to retrieve invoice positions from sevDesk. Use when you need to fetch line items or positions associated with invoices.
Tool to retrieve all available letterpapers with thumbnails from sevDesk. Use when you need to view or select letterpapers for documents.
Tool to retrieve discounts applied to a specific order in sevDesk. Use when you need to find all discount entries associated with an order.
Tool to retrieve details of a specific order position by ID. Use when you have an order position's ID and need its detailed information including quantity, price, tax rate, and discounts.
Tool to retrieve order positions from SevDesk. Use when you need to fetch line items or positions associated with orders.
Tool to retrieve a list of part contact prices. Use when you need to fetch pricing details for parts linked to contacts, with optional filters, pagination, and embedding of related objects.
Tool to retrieve the current stock level of a specific part. Use when you need to check inventory availability for a product or service.
Retrieves a list of part unities (units of measurement) from SevDesk. Part unities represent units of measurement used for products/parts in the system (e.g., pieces, meters, kilograms, hours). Use this action to list all available units, with optional pagination and filtering for deleted entries.
Retrieves all available payment methods from sevDesk. Payment methods define how customers pay invoices (e.g., SEPA bank transfer, cash, check, online payment like PayPal). Use this to list payment methods before creating invoices or to display payment options. Supports pagination via limit and offset parameters.
Retrieve a list of places (cities/locations with geographic data) from sevDesk. Places contain location information including city names, coordinates (latitude/longitude), postal codes, and location IDs. Useful for address validation, geographic lookups, or populating location dropdowns in your application. Use pagination (limit/offset) to handle the large dataset efficiently (45,000+ places).
Tool to list existing private transaction rules in SevDesk. Use when you need to retrieve all rules that automatically mark transactions as private based on counterpart name or payment purpose. This is useful for reviewing configured rules for separating personal transactions from business ones.
Tool to retrieve receipt guidance for a specific Datev account number. Use when you need to understand what receipt types and tax rules are allowed for a particular account in the accounting system.
Tool to retrieve receipt guidance for all accounts. Provides guidance on which booking accounts can be used with which tax rules and receipt types. Use when you need to determine compatible tax rates and tax rules for specific booking accounts in voucher processing.
Tool to retrieve guidance for expense accounts from sevDesk. Use when you need to determine which expense accounts are available and which tax rules and receipt types are compatible with them. This helps ensure correct account selection based on client settings and tax requirements.
Tool to retrieve guidance for revenue accounts from sevDesk. Use when you need to determine which revenue accounts are available and which tax rules and receipt types are compatible with them. This helps ensure correct account selection based on client settings and tax requirements.
Tool to get guidance by tax rule from sevDesk. Use when you need to determine which booking accounts are compatible with a specific tax rule. This helps ensure proper account selection for vouchers and invoices, preventing validation errors. Returns a list of accounts with allowed receipt types and tax rules.
Tool to export invoice list report from sevDesk. Use when you need to get an invoice list report, typically as a PDF. The response contains base64-encoded content when download parameter is false.
Tool to export the order list report from sevDesk. Use when you need to generate a report of orders. The report is typically returned as a base64-encoded PDF file that can be decoded and saved.
Retrieves all sevDesk account invoices for the authenticated client. Returns a list of invoice objects or null if no invoices exist in the account.
Retrieves the sevClient configuration settings from sevDesk. This endpoint returns comprehensive configuration information including taxation settings, decimal precision for prices/quantities, payment integrations (PayPal, Stripe), document printing preferences, and various system settings. Use this to understand the current configuration state of the sevDesk client. No parameters are required, but you can optionally use the 'embed' parameter to get additional embedded information like full sevClient details.
Tool to retrieve details of a specific tag by ID. Use when you have a tag's ID and need its detailed information.
Tool to retrieve tag relations from sevDesk. Use when you need to fetch associations between tags and other objects like contacts, invoices, or orders.
Retrieves tax rules from SevDesk. Tax rules define the tax treatment for different types of transactions (e.g., domestic sales, EU sales, reverse charge, exports). Each rule includes a name, description, code, and country information. Use this action to: - Get available tax rules for invoice line items - Understand tax treatment codes (e.g., 'USTPFL_UMS_EINN', 'AUSFUHREN', 'INNERGEM_LIEF') - Determine applicable tax rules based on country and transaction type - Support pagination with limit/offset for large result sets
Tool to mark an order as sent in sevDesk. Use when you need to update an order's send status after delivering it to the customer. Specify the send type (print, postal, mail, or PDF download) and whether to create a draft.
Tool to render the PDF document of an invoice by its ID. Use when you need to generate or regenerate the PDF representation of an invoice.
Tool to reset a credit note status to open. Use when you need to revert a credit note from a higher status back to open status.
Tool to mark a credit note as sent by updating its send status and type. Use when you need to record that a credit note has been sent to the customer via print, postal, mail, or PDF download. Set sendDraft to false to actually mark it as sent.
Tool to send a credit note by printing and render it. Use when you need to print a credit note and get render information including document ID and page count.
Tool to update an existing accounting contact in SevDesk. Use when you need to modify creditor or debitor numbers for a contact.
Tool to update an existing check account transaction in sevDesk. Use when you need to modify transaction details such as amount, payment purpose, payee/payer name, or status. Only provide the fields you want to update - all fields except checkAccountTransactionId are optional. Common use cases include correcting transaction amounts, updating payment descriptions, or changing transaction status. Returns the complete updated transaction object.
Tool to update an existing communication way by ID in sevDesk. Use when you need to modify contact information such as email addresses, phone numbers, or websites. Only provide the fields you want to update.
Tool to update an existing contact address by its unique identifier. Use when you need to modify street, city, zip code, name, or other address details of an existing contact address.
Tool to update a contact custom field in SevDesk. Use when you need to modify the value of an existing custom field for a contact.
Tool to update an existing contact custom field setting in SevDesk. Use when you need to modify the name or description of a custom field configuration for contacts.
Tool to update an invoice parameter such as template, language, letterpaper, or PayPal settings. Use when you need to change the layout or configuration of an existing invoice.
Tool to update an order parameter such as template, language, letterpaper, or PayPal settings. Use when you need to change the layout or configuration of an existing order.
Tool to update the export configuration for a SevClient in sevDesk. Use when you need to configure export settings including accountant number, accountant client number, and accounting year begin timestamp. This endpoint requires the SevClient ID and all three configuration parameters.
Tool to update a tag's name in sevDesk by its ID. Use when you need to rename or modify an existing tag.