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Notis

Bring DPD purchase context into a sales follow-up

Before a follow-up, check whether the contact appears as a DPD customer and review available purchase records.

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

Sales follow-ups lose momentum when the owner has to assemble customer context across systems by hand.

  • Use a sales follow-up event to start a focused customer lookup.
  • Summarize available DPD purchase information for the matching customer.
  • Make missing or insufficient match data visible in the report.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and DPD once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for sales follow-up context.
  • 3In one instruction, ask Notis to find the DPD customer matching the webhook email and summarize relevant purchase records if available.
  • 4Pick the webhook trigger and send the relevant AgencyZoom follow-up event to it.
  • 5Choose where reports go and test using one follow-up with a real contact email.

Questions about this workflow

Does this send an email or update a sales record?

No. The available DPD actions retrieve customer and purchase data. This workflow reports context; it does not send messages or edit AgencyZoom.

Can it guarantee a complete purchase history for one person?

Only if the available DPD data and matching details support that conclusion. If the records do not identify the customer clearly, Notis should report that limitation.

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.

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.

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

When this happens · Trigger

Do this · Action

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