Turn DPD purchase records into a CRM planning review
Start planning with a clear summary of DPD purchase activity, ready when your review begins.
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
Purchase context can be easy to miss when it sits outside the CRM and has to be gathered manually for planning.
- Review purchase activity on a recurring schedule.
- Use available date filters and pagination for retrieval.
- Give CRM planning a focused summary of returned purchase records.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dpd2 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve DPD purchase records for the chosen date window and summarize relevant activity for Agile CRM planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check that the returned purchase data supports the summary.
Questions about this workflow
Can Notis use a date window?
The DPD purchase list action supports optional date filters and pagination. Specify the desired window in your instruction.
Will this create or update CRM opportunities?
No. The listed Dpd2 action retrieves purchase records. Use the report as context for planning; no Agile CRM write action is provided.
Can the workflow infer customer intent from purchases?
Not beyond the data returned. Notis can summarize available purchase records, but any missing customer history or baseline must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dpd2. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dpd2.