Create a monthly DPD customer snapshot
Keep customer context ready for the monthly planning conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List DPD Customers
Tool to list customers in your dpd account. use when you need a filtered or paginated list of customers for reporting or synchronization.
Why this helps
Customer reporting becomes noisy and inconsistent when each month starts from a different manual query.
- Standardize monthly customer review
- Reduce preparation time
- Give leadership a repeatable snapshot
Setup
Build it in a few focused steps.
- 1Connect Dpd2 to Notis once.
- 2Create an automation that lists DPD customers and summarizes the monthly customer snapshot you need.
- 3Choose a monthly Notis schedule.
- 4Select the report destination.
- 5Test with one current customer list.
Questions about this workflow
Can the snapshot focus on a segment?
Yes. Include supported filters or segment criteria in the instruction.
Will it retain prior snapshots?
The workflow reports each run; retention depends on the selected report destination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Dpd2. A trigger fires from one place; an action lands in another.
Coda triggers
Dpd2 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Storefront
Tool to retrieve details of a specific storefront by its id. use when you need storefront metadata after you have its id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List DPD Customers
Tool to list customers in your dpd account. use when you need a filtered or paginated list of customers for reporting or synchronization.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
List DPD Purchases
Tool to list all purchases made through your dpd account. use when you need to retrieve purchase records with optional date filters and pagination for reporting or analysis.
New Coda Document Trigger
Triggers when a new Coda document is created.
List Storefronts
Tool to list all storefronts in your dpd account. use after authenticating to fetch storefront details before managing products or purchases.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
List Subscribers
Tool to list subscribers for a given storefront. use when you need a paginated and filtered list of subscribers after storefront setup.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
DPD: Ping API
Tool to ping the api to check its status. use when verifying api connectivity before further operations.
Verify DPD Notification
Tool to verify a webhook notification's authenticity by posting back the original signature and payload. use after receiving a notification to confirm it originates from dpd.
Connect any two apps with Notis in the middle.
Coda and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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