Keep DPD customer review connected to CRM follow-up
Get a scheduled customer review that helps you decide what needs attention in Agile CRM.
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
Customer lists and CRM follow-up can drift apart when checking them depends on remembering to run a manual report.
- Create a recurring customer review without manually opening DPD.
- Bring customer list results into a consistent run report.
- Use Notis to summarize records relevant to Agile CRM follow-up.
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 a page of DPD customers and summarize which records need Agile CRM follow-up, using only available customer data.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example by running the automation and reviewing its report.
Questions about this workflow
Can this workflow read Agile CRM records on its own?
No Agile CRM trigger or action is listed here. Notis can use customer data returned by Dpd2 and report a review; provide any Agile CRM follow-up context needed in the prompt or request.
Can the customer list be paginated?
Yes. The DPD customer list action supports pagination, so Notis can retrieve a page of customers for the scheduled review.
Does the workflow create follow-up tasks in Agile CRM?
No. The available Dpd2 action retrieves customers for reporting and analysis. It does not create or update Agile CRM tasks.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dpd2.