Bring DPD purchase context into a HubSpot deal stage change
When a deal moves forward or backward, get a timely view of DPD purchases to help the team prepare its next account conversation.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Deal reviews often require checking purchase activity in another system, and that context can be missed when time is tight.
- Bring purchase context into a deal review
- Reduce manual app switching
- Send a consistent account summary
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 review.
- 3Describe in one instruction how to summarize available DPD purchases relevant to the updated deal and note when the data does not identify the account clearly.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the summary.
Questions about this workflow
Can this filter purchases to the deal's company automatically?
The DPD action supports optional date filters and pagination, but the supplied action details do not confirm a company or contact filter. Ask Notis to use only returned identifiers and call out missing account linkage.
Does it update the deal in HubSpot?
No. The target actions provided retrieve DPD information. This workflow produces a report and does not update the deal.
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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