Add a DPD customer cross-check to deal stage reviews
At a deal stage change, see whether the DPD customer list offers relevant context before the team plans its next step.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Pipeline decisions can be made without checking whether a prospect already has a customer relationship elsewhere.
- Surface possible existing customer relationships
- Keep uncertain identity matches clear
- Prepare the next deal review with less searching
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dpd2 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the deal cross-check.
- 3Describe in one instruction how to review returned DPD customer records for context and report possible matches only when identifiers support them.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and check how the report handles uncertain matches.
Questions about this workflow
Can Notis match a company to a DPD customer?
The action lists DPD customers. Whether a match is possible depends on identifiers returned by DPD and provided by HubSpot; ambiguous cases should be flagged for review.
Does the workflow change the pipeline stage?
No. The deal stage is the trigger. The DPD customer action retrieves a list for a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dpd2. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
List Storefronts
Tool to list all storefronts in your dpd account. use after authenticating to fetch storefront details before managing products or purchases.
List Subscribers
Tool to list subscribers for a given storefront. use when you need a paginated and filtered list of subscribers after storefront setup.
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.
Hubspot and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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