See purchase history beside every new deal
Know what a prospect or customer has already bought before the next sales conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 owners lose time checking purchase history manually before calls.
- Prepare for calls faster
- Recognize expansion opportunities
- Avoid asking for known information
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dpd2 once in Notis.
- 2Create an automation that retrieves relevant DPD purchases for each new deal and summarizes what is useful for sales.
- 3Pick the New Deal Received trigger.
- 4Choose where reports go and test using one real deal.
Questions about this workflow
Can it filter by a date range?
Yes, the instruction can request a date range when the purchase action supports it.
What if no purchase records are found?
The report clearly states that no matching purchase history was returned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dpd2. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
List Storefronts
Tool to list all storefronts in your dpd account. use after authenticating to fetch storefront details before managing products or purchases.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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