sevdesk
Create and find contacts, write invoices (Rechnungen) and send, book or cancel them, create quotes, order confirmations and delivery notes, record vouchers (Belege) with their receipt, and manage parts, bank accounts and transactions in sevdesk.
Connect sevdesk
- In the sidebar, open Connections and press Add connection.
- Type
sevdeskand choose sevdesk. - Fill in the fields. Each one says Required or Optional.
- Press Test and save. GoRunner checks the connection before it saves anything.
The sheet asks for:
- API Token · Required
The sevdesk API token (a 32-character hexadecimal string).
Paste a sevdesk API token: in sevdesk open Settings › Users (or Extensions › Integrations) and copy the API token (32 characters). The token acts with that user’s rights; generating a new one in sevdesk stops this connection.
Connections says how to sign in again, rename or delete it. In a product that embeds GoRunner, Add connection can be missing: then your provider makes connections for you.
Start a workflow
Add a trigger and choose sevdesk. The trigger uses the same connection as the steps.
On Record Created or Changed
Checks sevdesk about once a minute and starts a run for each invoice, voucher, order or contact created (or changed) since the check before. The first check after publishing only takes note of the time (it starts nothing); changing the trigger starts over the same way. A check starts at most 100 runs; more wait for the next check.
- Watch · Required
Which records.
Options: Invoices, Vouchers (Belege), Orders (quotes, confirmations, delivery notes), Contacts.
Default: Invoices.
- Trigger on · Required
Created only, or also each change (a status change, a payment, an edit).
Options: Created, Created or changed.
Default: Created.
A later step can use its data, such as {{trigger.change_type}}, {{trigger.create}}, {{trigger.id}} and 3 more. See Use data from earlier steps.
Do things in sevdesk
Add a sevdesk step, choose a Resource, then an Operation. Choose a row to see its fields.
- ContactCreate · Get · Get Many · Update · Delete
- Contact AddressCreate
- Contact Email or PhoneCreate
- InvoiceCreate · Get · Get Many · Get Positions · Download PDF · Send by Email · Mark as Sent · Book Payment · Cancel
- Order (Quote, Confirmation, Delivery Note)Create · Get · Get Many · Delete · Download PDF · Send by Email · Create Invoice
- VoucherCreate · Get · Get Many · Book Payment
- PartCreate · Get · Get Many · Update · Get Stock
- Bank AccountGet · Get Many
- TransactionCreate · Get · Get Many
Later steps read a step’s output by its name: see Use data from earlier steps.
Limits
- A reply from sevdesk can be up to 16 MB (a file download can have its own limit). A larger one fails the step; it is never cut short.
- When sevdesk says to slow down (429), the step waits as long as it asks, if the step’s time allows. Otherwise it fails and says when to try again.
Not in your list? See When an app isn’t here.
For developers
In the API, which calls apps pieces, sevdesk is pieceId: "sevdesk" with actionId: "sevdesk", set by resource and an operation_… field, such as operation_checkAccount. Its trigger is sevdesktrigger / sevdesk_poll. Get an app returns every field.
It can change something outside the run (writes_external). See How versions and side effects work.
sevdesk › Contact
Create
- Type · Optional
An organization, or a person.
Options: Organization, Person.
Default: Organization.
- Organization Name · Optional
An organization's name.
- First Name · Optional
A person's first name.
- Last Name · Optional
A person's last name.
- Category · Optional
What the contact is to you. Empty: customer when creating, unchanged when updating.
Options: Customer (Kunde), Supplier (Lieferant), Partner, Prospect (Interessent).
- Customer Number · Optional
Empty when creating: the next free number from sevdesk.
- Email · Optional
A work email address, added to the new contact.
- Phone · Optional
A work phone number, added to the new contact.
- VAT ID · Optional
USt-IdNr.
- Tax Number · Optional
Steuernummer.
- Description · Optional
Get and Delete
- Contact · Required
The contact.
Get Many
- Name · Optional
Contacts with this name (an organization's name, or a person's first or last name).
- Customer Number · Optional
The contact with this customer number.
- Category · Optional
Only contacts of this category.
Options: Customer (Kunde), Supplier (Lieferant), Partner, Prospect (Interessent).
- Include Persons · Optional
List persons as well as organizations (off: organizations only).
On by default.
- Return All · Optional
Read every contact, page by page (at most 5000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many contacts to return (1–5000).
Default: 50.
Shows when Return All is off.
Update
- Contact · Required
The contact.
- Organization Name · Optional
An organization's name.
- First Name · Optional
A person's first name.
- Last Name · Optional
A person's last name.
- Category · Optional
What the contact is to you. Empty: customer when creating, unchanged when updating.
Options: Customer (Kunde), Supplier (Lieferant), Partner, Prospect (Interessent).
- Customer Number · Optional
Empty when creating: the next free number from sevdesk.
- VAT ID · Optional
USt-IdNr.
- Tax Number · Optional
Steuernummer.
- Description · Optional
sevdesk › Contact Address
Create
- Contact · Required
The contact the address belongs to.
- Address Type · Required
What the address is (sevdesk's categories: invoice address, delivery address …).
- Street · Optional
Street and number.
- ZIP Code · Optional
- City · Optional
- Country · Optional
The country. Empty: Germany (1).
- Name · Optional
A name in the address (a department, c/o).
sevdesk › Contact Email or Phone
Create
- Contact · Required
The contact.
- Type · Optional
What it is.
Options: Email, Phone, Mobile, Website.
Default: Email.
- Value · Required
The address, number or link.
- Label · Optional
Work, private … (sevdesk's communication way keys). Empty: work.
- Main · Optional
Make it the contact's main one of its type.
Off by default.
sevdesk › Invoice
Create
- Contact · Required
The customer the invoice is for.
- Contact Person · Required
The sevdesk user who signs it (Ansprechpartner).
- Date · Optional
The invoice's date (2026-11-01). Empty: today.
- Invoice Number · Optional
Empty: sevdesk numbers it.
- Heading · Optional
The heading on the document. Empty: "Rechnung" and its number.
- Positions · Required
The lines: what, how many, at what price and tax rate. Price is net, or gross when Prices Are Net is off.
- Prices Are Net · Optional
Positions' prices are net (VAT added). Off: gross.
On by default.
- Tax Rule · Optional
The VAT rule (sevdesk Update 2.0).
Options: Umsatzsteuerpflichtige Umsätze (VAT applies), Ausfuhren (exports), Innergemeinschaftliche Lieferungen (EU deliveries), Steuerfreie Umsätze §4 UStG (VAT-exempt), Reverse Charge §13b UStG, Steuer nicht erhoben nach §19 UStG (small business), Nicht im Inland steuerbare Leistung, One Stop Shop (goods), One Stop Shop (electronic services), One Stop Shop (other services), Reverse Charge §18b UStG.
Default: Umsatzsteuerpflichtige Umsätze (VAT applies).
- Tax Text · Optional
The VAT line's text. Empty: "Umsatzsteuer".
- Introduction · Optional
The text above the positions (some HTML allowed).
- Closing Text · Optional
The text below the positions.
- Payment Term (days) · Optional
Days to pay. Empty: the contact's default.
- Delivery Date · Optional
The delivery or service date (Leistungsdatum). Empty: the invoice date.
- Address · Optional
The recipient's address as printed, one part per line. Empty: the contact's.
- Country ID · Optional
The address's country (sevdesk StaticCountry; 1 = Deutschland). Empty: 1.
- Currency · Optional
ISO currency code. Empty: EUR.
- Other Fields · Optional
More of sevdesk's fields as JSON, such as {"customerInternalNote": "PO-4711"}. A field set above wins.
Get, Get Positions, Download PDF and Cancel
- Invoice · Required
The invoice's id, or its link from sevdesk.
Get Many
- Status · Optional
Only these.
Options: Draft, Open, Paid.
- Invoice Number · Optional
Only the one with this number.
- Contact · Optional
Only this contact's.
- Dated From · Optional
On or after this day (2026-11-01).
- Dated Until · Optional
On or before this day.
- Return All · Optional
Read every invoice, page by page (at most 5000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many invoices to return (1–5000).
Default: 50.
Shows when Return All is off.
Send by Email
- Invoice · Required
The invoice's id, or its link from sevdesk.
- To · Required
The recipient's email address.
- Subject · Required
- Message · Required
The email's text (HTML allowed). The document goes along as a PDF.
- CC · Optional
Addresses, separated by commas.
- BCC · Optional
Addresses, separated by commas.
- Send Me a Copy · Optional
Off by default.
- Attach the E-Invoice XML · Optional
Send the e-invoice's XML instead of the PDF.
Off by default.
Mark as Sent
- Invoice · Required
The invoice's id, or its link from sevdesk.
- Sent By · Optional
How the invoice reached the customer.
Options: Email, Post, Printed, Downloaded as PDF.
Default: Email.
Book Payment
- Invoice · Required
The invoice's id, or its link from sevdesk.
- Amount · Required
The amount paid (may be part of the total).
- Bank Account · Required
The account it was paid to or from (Zahlungskonto).
- Payment Date · Optional
When it was paid (2026-11-01). Empty: today.
- Booking · Optional
What the amount is: a payment, or the difference to the total and why.
Options: Payment, Part payment, Less, for a cash discount (Skonto), Less or more, for another reason, More, for reminder charges, Less, for bank charges.
Default: Payment.
- Transaction · Optional
A bank transaction to link the booking to (its id). Empty: none.
sevdesk › Order (Quote, Confirmation, Delivery Note)
Create
- Type · Optional
What the order is.
Options: Quote (Angebot), Order confirmation (Auftragsbestätigung), Delivery note (Lieferschein).
Default: Quote (Angebot).
- Contact · Required
The customer the order is for.
- Contact Person · Required
The sevdesk user who signs it (Ansprechpartner).
- Date · Optional
The order's date (2026-11-01). Empty: today.
- Order Number · Optional
Empty: the next number from sevdesk's sequence for its type.
- Heading · Optional
The heading on the document. Empty: "Angebot" and its number.
- Positions · Required
The lines: what, how many, at what price and tax rate. Price is net, or gross when Prices Are Net is off.
- Prices Are Net · Optional
Positions' prices are net (VAT added). Off: gross.
On by default.
- Tax Rule · Optional
The VAT rule (sevdesk Update 2.0).
Options: Umsatzsteuerpflichtige Umsätze (VAT applies), Ausfuhren (exports), Innergemeinschaftliche Lieferungen (EU deliveries), Steuerfreie Umsätze §4 UStG (VAT-exempt), Reverse Charge §13b UStG, Steuer nicht erhoben nach §19 UStG (small business), Nicht im Inland steuerbare Leistung, One Stop Shop (goods), One Stop Shop (electronic services), One Stop Shop (other services), Reverse Charge §18b UStG.
Default: Umsatzsteuerpflichtige Umsätze (VAT applies).
- Tax Text · Optional
The VAT line's text. Empty: "Umsatzsteuer".
- Introduction · Optional
The text above the positions (some HTML allowed).
- Closing Text · Optional
The text below the positions.
- Address · Optional
The recipient's address as printed, one part per line. Empty: the contact's.
- Country ID · Optional
The address's country (sevdesk StaticCountry; 1 = Deutschland). Empty: 1.
- Currency · Optional
ISO currency code. Empty: EUR.
- Other Fields · Optional
More of sevdesk's fields as JSON, such as {"customerInternalNote": "PO-4711"}. A field set above wins.
Get, Delete and Download PDF
- Order · Required
The order's id, or its link from sevdesk.
Get Many
- Type · Optional
Only orders of this type.
Options: Quotes, Order confirmations, Delivery notes.
- Status · Optional
Only these.
Options: Draft, Sent, Rejected, Accepted, Partly invoiced, Invoiced.
- Order Number · Optional
Only the one with this number.
- Contact · Optional
Only this contact's.
- Dated From · Optional
On or after this day (2026-11-01).
- Dated Until · Optional
On or before this day.
- Return All · Optional
Read every order, page by page (at most 5000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many orders to return (1–5000).
Default: 50.
Shows when Return All is off.
Send by Email
- Order · Required
The order's id, or its link from sevdesk.
- To · Required
The recipient's email address.
- Subject · Required
- Message · Required
The email's text (HTML allowed). The document goes along as a PDF.
- CC · Optional
Addresses, separated by commas.
- BCC · Optional
Addresses, separated by commas.
- Send Me a Copy · Optional
Off by default.
Create Invoice
- Order · Required
The order's id, or its link from sevdesk.
- Invoice · Optional
A full invoice, or a part or advance invoice of the order.
Options: Invoice (Schlussrechnung), Part invoice (Teilrechnung), Advance invoice (Abschlagsrechnung).
Default: Invoice (Schlussrechnung).
- Amount Is · Optional
For a part or advance invoice: what Amount means.
Options: A percentage of the order, A net amount, A gross amount.
Default: A percentage of the order.
Shows when Invoice is Part invoice (Teilrechnung) or Advance invoice (Abschlagsrechnung).
- Amount · Required
The part to invoice.
Shows when Invoice is Part invoice (Teilrechnung) or Advance invoice (Abschlagsrechnung).
sevdesk › Voucher
Create
- Kind · Optional
An expense (a bill you pay) or a revenue (money you receive).
Options: Expense (Ausgabe), Revenue (Einnahme).
Default: Expense (Ausgabe).
- Status · Optional
A draft, or complete and open for payment.
Options: Open (unpaid), Draft.
Default: Open (unpaid).
- Voucher Date · Optional
The receipt's date (2026-11-01). Empty: today.
- Voucher Number · Optional
The receipt's number or a short description (Belegnummer).
- Supplier or Customer · Optional
The contact on the receipt. Empty: give a name below.
- Supplier or Customer Name · Optional
With no contact picked: the name shown on the voucher.
- Tax Rule · Optional
The VAT rule (sevdesk Update 2.0). Check it against the booking account in sevdesk's receipt guidance.
Options: Vorsteuerabziehbare Aufwendungen (expense, input VAT), Innergemeinschaftliche Erwerbe (EU purchases), Nicht vorsteuerabziehbare Aufwendungen (expense, no input VAT), Reverse Charge §13b Abs. 2 mit Vorsteuerabzug, Reverse Charge §13b ohne Vorsteuerabzug, Reverse Charge §13b Abs. 1 EU-Umsätze, Umsatzsteuerpflichtige Umsätze (revenue), Ausfuhren (exports), Innergemeinschaftliche Lieferungen, Steuerfreie Umsätze §4 UStG, Reverse Charge §13b UStG (revenue), Steuer nicht erhoben nach §19 UStG.
Default: Vorsteuerabziehbare Aufwendungen (expense, input VAT).
- Booking Account · Optional
The booking account (Buchungskonto) of every position that names none.
- Positions · Required
The amounts by tax rate. An amount is gross unless Amounts Are Net is on.
- Amounts Are Net · Optional
The positions' amounts are net (VAT added). Off: gross.
Off by default.
- Due Date · Optional
When it is to be paid (2026-11-01).
- Delivery Date · Optional
The delivery or service date.
- Currency · Optional
ISO currency code. Empty: the account's.
- Receipt · Optional
Upload a file, or switch to an expression to use one from an earlier step (such as {{steps.download.result}}). A PDF or image of the receipt, attached to the voucher.
Get
- Voucher · Required
The voucher's id, or its link from sevdesk.
Get Many
- Status · Optional
Only these.
Options: Draft, Open, Paid.
- Kind · Optional
Only expenses, or only revenues.
Options: Expenses, Revenues.
- Voucher Number Contains · Optional
Vouchers whose number or description contains this.
- Contact · Optional
Only this contact's.
- Dated From · Optional
On or after this day (2026-11-01).
- Dated Until · Optional
On or before this day.
- Return All · Optional
Read every voucher, page by page (at most 5000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many vouchers to return (1–5000).
Default: 50.
Shows when Return All is off.
Book Payment
- Voucher · Required
The voucher's id, or its link from sevdesk.
- Amount · Required
The amount paid (may be part of the total).
- Bank Account · Required
The account it was paid to or from (Zahlungskonto).
- Payment Date · Optional
When it was paid (2026-11-01). Empty: today.
- Booking · Optional
What the amount is: a payment, or the difference to the total and why.
Options: Payment, Part payment, Less, for a cash discount (Skonto), Less or more, for another reason, More, for reminder charges, Less, for bank charges.
Default: Payment.
- Transaction · Optional
A bank transaction to link the booking to (its id). Empty: none.
sevdesk › Part
Create
- Name · Optional
Required to create.
- Part Number · Optional
Required to create (Artikelnummer).
- Net Price · Optional
- Gross Price · Optional
- Purchase Price · Optional
- Tax Rate · Optional
The VAT rate. Empty: 19 % when creating, unchanged when updating.
Options: 19 %, 7 %, 0 %.
- Unit ID · Optional
The sevdesk unit (1 = Stück). Empty: 1 when creating.
- Stock · Optional
The stock on hand. Empty: 0 when creating.
- Description · Optional
- Internal Comment · Optional
Not shown on invoices or orders.
Get and Get Stock
- Part · Required
The part.
Get Many
- Part Number · Optional
The part with this number.
- Name · Optional
Parts with this name.
- Return All · Optional
Read every part, page by page (at most 5000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many parts to return (1–5000).
Default: 50.
Shows when Return All is off.
Update
- Part · Required
The part.
- Name · Optional
Required to create.
- Part Number · Optional
Required to create (Artikelnummer).
- Net Price · Optional
- Gross Price · Optional
- Purchase Price · Optional
- Tax Rate · Optional
The VAT rate. Empty: 19 % when creating, unchanged when updating.
Options: 19 %, 7 %, 0 %.
- Unit ID · Optional
The sevdesk unit (1 = Stück). Empty: 1 when creating.
- Stock · Optional
The stock on hand. Empty: 0 when creating.
- Description · Optional
- Internal Comment · Optional
Not shown on invoices or orders.
sevdesk › Bank Account
Get
- Bank Account · Required
The account.
Get Many
- Return All · Optional
Read every account, page by page (at most 5000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many accounts to return (1–5000).
Default: 50.
Shows when Return All is off.
sevdesk › Transaction
Create
- Bank Account · Required
The account (for a new transaction: a file import or clearing account).
- Date · Optional
The booking date (2026-11-01). Empty: today.
- Amount · Required
Positive for money in, negative for money out.
- Payee or Payer · Required
The other party's name.
- Purpose · Optional
The payment's purpose (Verwendungszweck).
- Their IBAN · Optional
- Their BIC · Optional
Get
- Transaction · Required
The transaction's id.
Get Many
- Bank Account · Optional
Only this account's.
- Booked · Optional
Booked transactions, open ones, or both.
Options: Both, Booked only.
Default: Both.
- Direction · Optional
Money in, money out, or both.
Options: Both, In (credit), Out (debit).
Default: Both.
- Purpose · Optional
Only with this purpose.
- Payee or Payer · Optional
Only with this party.
- From · Optional
From this day (2026-11-01).
- Until · Optional
Up to this day.
- Return All · Optional
Read every transaction, page by page (at most 5000; past that the step fails rather than stop early).
Off by default.
- Limit · Optional
How many transactions to return (1–5000).
Default: 50.
Shows when Return All is off.