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sevDesk

Prerequisites​

  • A PolyDoc account and API key — sign up for free, no credit card required. The free plan includes 150 PDF conversions per month.
  • A sevDesk account — start a free trial.

Use Case 1: Custom-Branded Invoice PDFs​

Replace sevDesk's default invoice layout with a fully custom-branded PDF powered by your own PolyDoc template.
sevDesk webhook (new invoice) → Automation tool → Fetch invoice details → PolyDoc API → Email branded PDF

Get your sevDesk API token​

In sevDesk, go to Einstellungen → API (Settings → API) and copy your API token. You'll use this token to authenticate requests to the sevDesk API.

Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc1-api-token.png

Detect new invoices​

In your automation tool, set up a trigger for new sevDesk invoices. Options:

  • Webhook: configure a sevDesk webhook (under Einstellungen → Webhooks) to fire on the Invoice.Create event
  • Polling: schedule an HTTP request to GET /api/v1/Invoice filtered by creation date
Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc1-detect-invoices.png

Fetch invoice details​

Fetch the full invoice details from the sevDesk API:

  • GET /api/v1/Invoice/:id — invoice header (dates, totals, status)
  • GET /api/v1/Invoice/:id/getPositions — line items
  • Header: Authorization: YOUR_SEVDESK_API_TOKEN

Combine the invoice header and positions to build the complete data set for your template.

Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc1-fetch-details.png

Generate the PDF with PolyDoc​

Add an HTTP request to call the PolyDoc API:

  • URL: https://api.polydoc.tech/pdf/convert
  • Method: POST
  • Header: Authorization = Bearer YOUR_API_KEY (get your key from the Dashboard)
  • Header: X-Sandbox = true
  • Content-Type: application/json
  • Body: JSON mapping sevDesk invoice fields (contact name, line items, totals, dates, tax info) to your PolyDoc template variables
Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc1-polydoc-request.png

Deliver the branded PDF​

Add a final step to deliver the branded PDF. Send it by email with the invoice details in the subject, upload it to cloud storage (Google Drive, Dropbox), or attach it to the sevDesk record via the API.

Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc1-deliver.png

Use Case 2: Custom Offer PDFs​

Generate custom-branded offer (Angebot) PDFs from sevDesk data using your own PolyDoc template.
sevDesk API (fetch offer) → PolyDoc API → Branded PDF

Retrieve offer details​

Retrieve the offer details from the sevDesk API:

  • GET /api/v1/Order/:id — offer header (the Order endpoint handles offers/quotes in sevDesk)
  • GET /api/v1/Order/:id/getPositions — line items
  • Header: Authorization: YOUR_SEVDESK_API_TOKEN
Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc2-fetch-offer.png

Map fields and call PolyDoc​

Call the PolyDoc API with the offer data mapped to your template:

  • URL: https://api.polydoc.tech/pdf/convert
  • Method: POST
  • Headers: Authorization: Bearer YOUR_API_KEY, X-Sandbox: true
  • Body: JSON with offer fields (contact details, line items, amounts, validity period) mapped to template variables
Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc2-polydoc-request.png

Store or send the PDF​

Store the branded PDF — upload it to cloud storage, email it to the client, or save it back to sevDesk as a document attachment.

Screenshot placeholder: /img/guides/sevdesk/sevdesk-uc2-store.png