Start planning with a concise customer brief
Turn a customer list and useful research into a short brief that helps you orient quickly before planning or a team discussion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List DPD Customers
Why this helps
Planning sessions lose time when customer records and research are scattered across separate checks.
- Bring customer records and research into one brief.
- Highlight themes present in the available data.
- Reduce prep work before customer planning.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dpd2 once in the Notis portal.
- 2Create an automation and name it for the customer brief.
- 3Tell Notis to retrieve DPD customers and gather Agenty research on a defined topic, then summarize only supported observations.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test a brief and check that claims are grounded in the returned records.
Questions about this workflow
Can the brief identify customer needs?
It can summarize information present in the returned records and research. Ask Notis to label unknowns instead of inferring unsupported customer needs.
Can I limit the customer list?
The standard customer list supports pagination and optional filters. The filtered action supports more specific criteria such as name, email, purchases, newsletter status, and creation date.
Is the brief emailed to customers?
No. It is a run report for your chosen report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dpd2. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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