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Notis

Check Agiled client intakes against DPD customer records

Start client onboarding with the customer context you already have, so your team can decide what to do next without switching between Agiled and DPD.

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

A founder can waste time chasing customer details that already exist in DPD, especially when an intake arrives during a busy day.

  • Find possible existing DPD customer records using the intake email.
  • Give your team a clear starting point for customer follow-up.
  • Reduce manual searching across project and customer systems.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Dpd2 once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to use the Agiled intake details to search DPD customers by email and report any likely match.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real intake and confirm the result is useful.

Questions about this workflow

Does this create or update a DPD customer?

No. The selected DPD action searches for customers with filters; it does not create or edit customer records.

What should the webhook contain?

It should include the intake details needed for the lookup, especially the customer's email address.

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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