Find existing DPD customers among Agile CRM leads
Before you follow up, let Notis check whether the lead is already in your DPD customer list.
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
Switching between the CRM and DPD to check for an existing customer interrupts follow-up and can lead to awkward duplicate outreach.
- Identify existing DPD customers before sales follow-up.
- Reduce manual searching across two systems.
- Keep the result attached to a webhook-started workflow report.
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 find the matching DPD customer by the lead's email or name and report the result.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real Agile CRM lead update.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No. Agile CRM has no listed trigger events, so a Notis webhook starts the automation when it receives an HTTP request.
What can Dpd2 search?
The filtered customer action supports searching by email, name, product purchases, newsletter subscription status, or creation date range. The workflow should use values present in the incoming request.
Will this update the Agile CRM record?
No. The allowed Dpd2 action searches customer records and returns results for Notis to report; it does not update Agile CRM.
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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