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sevDesk

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Overview

This node integrates with the sevDesk API to create new contacts in the sevDesk system. It is useful for automating the addition of contact records such as customers, organizations, or leads directly from workflows without manual data entry. Typical use cases include syncing CRM data into sevDesk, onboarding new clients automatically, or bulk importing contact information.

For example, you can use this node to create a new customer contact by specifying their name, status, category, and other relevant details. This helps maintain up-to-date contact records in your accounting or invoicing system seamlessly.

Properties

Name Meaning
Additional Fields A collection of optional and required fields to define the contact's details:
- Name The organization name. If provided, the contact is treated as an organization. (Required)
- Status Numeric status of the contact: 100 = Lead, 500 = Pending, 1000 = Active (default).
- Customer Number Unique identifier for the customer. (Required)
- Parent Parent contact info (must be an organization), including ID and object name.
- Surename First name of the contact (for individuals).
- Familyname Last name of the contact (for individuals).
- Title Non-academic title (e.g., Mr., Mrs.) for individuals, not for organizations.
- Category Category of the contact, specified by ID and object name. (Required)
- Description Text description about the contact.
- Academic Title Academic title (e.g., Dr., Prof.) for individuals, not for organizations.
- Gender Gender of the contact (not for organizations).
- Name 2 Secondary name field.
- Birthday Birthday date string.
- Vat Number VAT identification number.
- Bank Account Bank account number.
- Bank Number Bank routing number.
- Default Cashback Time Numeric value representing default cashback time.
- Default Cashback Percent Numeric value representing default cashback percentage.
- Default Discount Amount Numeric value for default discount amount.
- Default Discount Percentage Boolean indicating if default discount is a percentage.
- Default Time To Pay Numeric value for default payment term duration.
- Tax Number Tax identification number.
- Exempt Vat Boolean flag indicating if the contact is exempt from VAT.
- Buyer Reference Reference string for buyer identification.
- Government Agency Boolean flag indicating if the contact is a government agency.

Output

The node outputs JSON data representing the newly created contact record as returned by the sevDesk API. This typically includes all the contact's properties along with any server-generated identifiers or metadata.

If the operation fails and "Continue On Fail" is enabled, the output will contain an error message associated with the specific input item.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to the sevDesk API via an API key credential.
  • The node expects the environment configuration to be validated before execution.
  • No additional external dependencies beyond the sevDesk API are needed.

Troubleshooting

  • Common Issues:

    • Missing required fields such as "Name" (for organizations) or "Customer Number" will cause the API call to fail.
    • Incorrect category or parent IDs may result in validation errors from the API.
    • Network or authentication issues with the sevDesk API will prevent contact creation.

  • Error Messages:

    • Errors returned from the API are captured and can be output per item if "Continue On Fail" is enabled.
    • Validation schema initialization failure is logged on node startup but does not block execution.

  • Resolutions:

    • Ensure all required fields are correctly filled.
    • Verify API credentials and network connectivity.
    • Use valid IDs for referenced objects like categories and parents.

Links and References

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