Find customer relationships hiding in your Affinity network
See when an investor, founder, or portfolio contact is already a DPD customer, without manually checking two systems.
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
Deal research is fragmented when contact records and customer records live in separate tools.
- Spot existing customer relationships before outreach or a deal conversation.
- Reduce repeated manual searches across Affinity and DPD.
- Get a concise report of matches and any records that could not be confidently aligned.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dpd2 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare available Affinity contacts with DPD customers and report likely matches, including the evidence and any uncertain matches.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contact and review the match criteria.
Questions about this workflow
Does this update Affinity or DPD records?
No. The selected DPD action lists filtered customers, and the workflow reports matches without changing either system.
How should possible matches be handled?
Ask Notis to distinguish exact email matches from name-only candidates and flag uncertain results for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dpd2. A trigger fires from one place; an action lands in another.
Affinity triggers
Dpd2 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Storefront
Retrieve details about a storefront.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List DPD Customers (Filtered)
Lists DPD customers with optional filters.
List DPD Purchases
List purchases made through your account.
List Storefronts
List all storefronts in your account.
List Subscribers
List subscribers for a storefront.
DPD: Ping API
Check the API status and connectivity.
Verify DPD IPN Notification
Verifies whether an IPN notification came from DPD.
Verify Subscriber
Checks a subscriber’s status using their email username or subscriber ID.
Connect any two apps with Notis in the middle.
Affinity and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Dpd2.