Add DPD customer context to a policy status update
See whether the policyholder also appears as a DPD customer when a policy status changes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List DPD Customers (Filtered)
Lists DPD customers with optional filters.
Why this helps
Policy follow-up can stall when the person handling it has to look up the same contact in another system.
- Check customer presence using the email in the policy update.
- Give the follow-up owner useful cross-system context.
- Avoid implying that DPD contains policy status or policy history.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DPD once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to look up the policyholder email from an AgencyZoom status webhook in DPD and report whether a customer match exists.
- 4Pick the webhook trigger and send policy status updates from AgencyZoom to it.
- 5Choose a report channel and test with one real status update.
Questions about this workflow
Can this tell me whether a policy is active in DPD?
No. DPD's listed customer search does not provide AgencyZoom policy status. The workflow uses the AgencyZoom webhook for that context and searches DPD for a customer match.
Can I use a name instead of an email?
The DPD filtered customer search supports searching by name as well as email. Email is usually the clearest match key.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dpd2. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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