Make recent customer review a repeatable task
Set a regular customer review and let Notis bring date-filtered DPD records together with Agenty research context for a quick read.
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
Recent customer records can go unreviewed when finding the right date range and related context takes too many steps.
- Focus the report on a selected creation date range.
- Combine customer records and research context.
- Make periodic customer review easier to complete.
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 recent customer review.
- 3Tell Notis which creation date range to review and how to summarize relevant Agenty research context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a recent date range and check that the result includes the intended records.
Questions about this workflow
Can I review only customers created since the last run?
The filtered customer action supports a creation date range. To use a moving window, describe the intended period in the automation prompt.
Does this workflow contact customers?
No. It retrieves and summarizes customer records for review.
Can it identify customer trends?
It can summarize patterns present in the returned records, but any comparison baseline must be supplied or derived from data available to the run.
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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