sevDesk + Smart Task Integration

Integrate sevDesk to Smart Task in one click, or tell Integrately AI how you want each contact handled. Create tasks, assign projects, notify team members, and update workflows automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
  • Smart Task
    Contact is created in Smart Task Instant
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2.
  • sevDesk
    Get communication by contact ID in sevDesk
  • sevDesk
    Get address by contact ID in sevDesk
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk
  • Smart Task
    Create task in Smart Task
  • Smart Task
    Subscribe Webhook in Smart Task
  • Smart Task
    Search Tag in Smart Task
  • Smart Task
    Search Project in Smart Task
  • Smart Task
    Search User in Smart Task

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Ready WorkflowsReady Workflows ย  for sevDesk + Smart Task Integration

Create tasks from new contacts, assign projects, notify team members, and update tracking, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your sevDesk + Smart Task flow

Connect essential messaging, storage, and email tools to keep your team aligned after every sevDesk event. Pick a combination and activate it in one click.

sevDesk
Smart Task
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
TrelloTrello (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
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S
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When a contact is created in sevDesk, create a task in Smart Task and notify your sales channel on Slack.
New sevDesk contacts instantly become Smart Task tasks while your sales channel gets notified on Slack, eliminating manual copy-pasting.
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S
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When an invoice is created in sevDesk, create a tracking task in Smart Task and post an update on Slack.
Track financial milestones by turning every new sevDesk invoice into a Smart Task project item and alerting your finance channel on Slack.
S
S
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When an order is created in sevDesk, create a fulfillment task in Smart Task and notify your operations channel in Slack.
Fulfill orders faster by converting every new sevDesk order into a Smart Task task and notifying operations on Slack.
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S
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When a voucher is created in sevDesk, create a review task in Smart Task and post a notice on Slack.
Keep accounting vouchers organized by creating a Smart Task review item and announcing it on Slack.

Supported triggers and actions for sevDesk and Smart Task

Mix and match to build the exact automation you need

sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Create communication way in sevDesk
Creates a new communication method
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Create invoice in sevDesk
Generates invoices for sales transactions
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
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Smart Task
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
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Create task in Smart Task
Creates a new task
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Subscribe Webhook in Smart Task
Subscribes to a webhook
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Search Tag in Smart Task
Searches for a tag
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Search Project in Smart Task
Searches for a project
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Search User in Smart Task
Searches for a user
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What can you automate with sevDesk + Smart Task?

Connect your financial processes and project collaboration to eliminate manual handoffs.

What you can automate?
โšก
Turn sevDesk contacts into Smart Task items
Instantly create a task in Smart Task the moment a new contact is created in sevDesk. Keep your project boards synchronized with client intake.
๐Ÿงพ
Capture complete invoice and billing details
Transfer all available fields from sevDesk invoices directly into Smart Task items. Ensure your team sees every financial detail without switching apps.
๐Ÿ””
Notify team members instantly on activity
Alert relevant project stakeholders the second an order or contact is updated in sevDesk. Keep communication centralized and timely.
๐Ÿ”€
Route tasks based on specific field values
Direct tasks to different Smart Task projects depending on the specific tags or categories submitted in your sevDesk records.
๐Ÿ”„
Keep project records up to date
Automatically update existing Smart Task items whenever contact information or order details change in sevDesk.
๐Ÿ”
Search and update records intelligently
Look up existing tags or users in Smart Task before creating new items, preventing duplicate entries and cluttered boards.
๐Ÿ“‹
Manage order and voucher workflows
Turn newly created sevDesk vouchers and orders into actionable review tasks in Smart Task to streamline fulfillment.
๐ŸŒ
Extend your workflow to messaging apps
Connect your sevDesk and Smart Task core flow with Slack or Gmail to notify stakeholders and send client emails automatically.
And much more...

Who is sevDesk + Smart Task integration for?

Finance managers, project leads, and operations teams eliminate manual data entry and keep financial records synchronized with active task boards.

Finance Managers
Finance Managers
Project Coordinators
Project Coordinators
Client Account Leads
Client Account Leads
Operations Directors
Operations Directors
Sales Representatives
Sales Representatives
Administrative Staff
Administrative Staff
๐Ÿ“ˆ
Finance Managers
You're reconciling sevDesk invoices with project records by hand every week, but manual data entry leads to missed billing milestones and delayed reporting โ€” with this integration, every new invoice triggers automatic task creation so your financial tracking stays accurate.
โšก
Project Coordinators
You depend on accounting teams to hand over client details before starting work, but communication gaps leave your Smart Task boards empty for days โ€” with this integration, every new contact in sevDesk instantly generates a project task so execution begins without delay.
๐Ÿค
Client Account Leads
You manage client relationships while trying to keep accounting contacts and task boards aligned, but juggling both platforms causes dropped follow-ups โ€” with this integration, contact creation in sevDesk immediately establishes tracking items in Smart Task.
๐Ÿ“Š
Operations Directors
You oversee high volumes of orders and vouchers coming through sevDesk, but manual task assignment creates severe bottlenecks across your team โ€” with this integration, every order automatically populates Smart Task execution queues.
๐Ÿ’ผ
Sales Representatives
You convert leads into sevDesk customers and need project teams to start onboarding immediately, but manual handoffs cause friction โ€” with this integration, customer records flow directly into Smart Task as actionable tasks.
๐Ÿ“‹
Administrative Staff
You maintain audit trails between financial systems and project management tools, but missing records create frustrating compliance gaps โ€” with this integration, every sevDesk activity is mirrored accurately in Smart Task.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate sevDesk + Smart Task

Build and manage your sevDesk + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect sevDesk + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect sevDesk to Smart Task?
Frequently Asked Questions
You can connect sevDesk to Smart Task in 1 click using ready workflows on Integrately, or ask Integrately AI to build your automation instantly. You can also integrate apps like Slack, Google Drive, and Gmail.
Can I automatically create Smart Task tasks from new sevDesk contacts?
Frequently Asked Questions
Can I connect sevDesk, Smart Task, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for sevDesk and Smart Task?
Frequently Asked Questions
How does sevDesk data trigger tasks in Smart Task?
Frequently Asked Questions
Can I manage projects in Smart Task based on sevDesk orders?
Frequently Asked Questions
Do I need coding skills to automate sevDesk and Smart Task?
Frequently Asked Questions
Is the sevDesk and Smart Task integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect sevDesk or Smart Task With 1500+ Other Apps

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