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Notis

See which DPD customer segments need attention

Get a focused view of customer records without digging through lists by hand.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List DPD Customers (Filtered)

Lists DPD customers with optional filters.

Why this helps

Customer and purchase details are spread across records, making it easy to miss who needs a document or follow-up.

  • Review customer records using the available filters.
  • Summarize useful segments for document preparation.
  • Reduce manual list checking.

Setup

Build it in a few focused steps.

  • 1Connect DPD once in the Notis portal.
  • 2Create an automation and describe the customer segment report you need.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real example and review the summary.

Questions about this workflow

Can this workflow find customers by purchase history?

Yes. The filtered customer action supports searches by email, name, product purchases, newsletter subscription status, and creation date range.

Does it create documents in ActiveMerge?

No. This workflow reviews DPD customer data and reports the results. The available DPD actions do not create ActiveMerge documents.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Dpd2. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Dpd2 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Storefront

Retrieve details about a storefront.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List DPD Customers (Filtered)

Lists DPD customers with optional filters.

ActionInstant

List DPD Purchases

List purchases made through your account.

ActionInstant

List Storefronts

List all storefronts in your account.

ActionInstant

List Subscribers

List subscribers for a storefront.

ActionInstant

DPD: Ping API

Check the API status and connectivity.

ActionInstant

Verify DPD IPN Notification

Verifies whether an IPN notification came from DPD.

ActionInstant

Verify Subscriber

Checks a subscriber’s status using their email username or subscriber ID.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Dpd2, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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