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Notis

Bring DPD purchase context into Agiled client reviews

Get the purchase context your team needs before a client conversation, with a single request from the place you manage the relationship.

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

Preparing for a client conversation means piecing together account notes and purchase history, often across separate tools.

  • Search DPD customer records using available email and purchase criteria.
  • Prepare for a client conversation with relevant purchase context.
  • Keep research focused on the specific client request.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Dpd2 once in the Notis portal.
  • 2Create a named automation from Automations, New Automation.
  • 3Describe the client review outcome and tell Notis which available intake details to use in a DPD customer search.
  • 4Choose a webhook trigger and select a report destination.
  • 5Test with one real client review request.

Questions about this workflow

Can this report all purchase details?

The selected action searches customer records using supported filters such as product purchases. For purchase records themselves, use a separate workflow with the DPD purchases action.

Can it search without an email?

It can use available filters such as name or product purchase details. The webhook must provide the criteria you want to use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Dpd2. A trigger fires from one place; an action lands in another.

Agiled triggers

Dpd2 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Storefront

Retrieve details about a storefront.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List DPD Customers (Filtered)

Lists DPD customers with optional filters.

ActionInstant

List DPD Purchases

List purchases made through your account.

ActionInstant

List Storefronts

List all storefronts in your account.

ActionInstant

List Subscribers

List subscribers for a storefront.

ActionInstant

DPD: Ping API

Check the API status and connectivity.

ActionInstant

Verify DPD IPN Notification

Verifies whether an IPN notification came from DPD.

ActionInstant

Verify Subscriber

Checks a subscriber’s status using their email username or subscriber ID.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Dpd2, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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