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Notis

Review DPD purchase context when a new contact is created

Let Notis gather DPD purchase records for a new contact review and clearly call out when the data cannot connect a purchase to that person.

Trigger

Contact Created Trigger

Contact Created Trigger

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

A lead's purchase history may sit outside HubSpot, and assembling it manually can interrupt focused follow-up work.

  • Prepare purchase context alongside a new lead
  • Reduce manual record searches
  • Avoid overstating uncertain identity links

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 purchase context review.
  • 3Describe in one instruction what purchase context to retrieve and require Notis to say when returned records do not establish a link to the contact.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
  • 5Test with one real contact and review any identity assumptions in the report.

Questions about this workflow

Can it retrieve purchases for only that contact?

The action lists purchases with optional date filters and pagination. The supplied action details do not confirm a customer-specific filter, so identity linkage may require human review.

Can the workflow compare purchases to earlier reports?

Only if a prior baseline is made available. Otherwise ask Notis to summarize the current records and state that historical comparison is unavailable.

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.

TriggerScheduled

Get Storefront

Tool to retrieve details of a specific storefront by its id. use when you need storefront metadata after you have its id.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

List Storefronts

Tool to list all storefronts in your dpd account. use after authenticating to fetch storefront details before managing products or purchases.

ActionInstant

List Subscribers

Tool to list subscribers for a given storefront. use when you need a paginated and filtered list of subscribers after storefront setup.

ActionInstant

DPD: Ping API

Tool to ping the api to check its status. use when verifying api connectivity before further operations.

ActionInstant

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.

ActionInstant

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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