Prepare a sales review without the data scramble
Bring purchase activity and external signals into one review, then spend your attention on the questions the data raises.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List DPD Purchases
List purchases made through your account.
Why this helps
Sales reviews lose momentum when the time goes to collecting records instead of deciding what to investigate.
- Pull purchase records for a defined period.
- Add current Agenty research context.
- Create evidence-based questions for the next review.
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 sales review.
- 3Tell Notis the purchase period and research topics, then ask for a concise summary and questions grounded in the available data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test one review period and adjust the prompt if it includes unsupported conclusions.
Questions about this workflow
Can it report revenue totals?
The purchase action returns purchase records. Totals depend on the fields returned and should be requested only when the necessary amounts are available.
Does it determine why sales moved?
It can compare observed purchase data with Agenty research, but should present explanations as hypotheses unless the data establishes them.
Can the period be monthly instead of weekly?
Yes. Set the recurring schedule and specify the desired purchase date range in the automation prompt.
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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