Match every new deal to a DPD customer
Give sales conversations instant customer context by checking DPD when a new Pipedrive deal appears.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Sales research gets delayed when customer records live in a separate payment system.
- Reduce duplicate research
- Spot existing customers quickly
- Keep deal reviews focused
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dpd2 in the Notis portal.
- 2Create an automation and describe that each new deal should be matched against DPD customers using available identifiers.
- 3Choose the Pipedrive New Deal Received trigger.
- 4Select a report channel, then test with one real deal.
Questions about this workflow
What if the deal has no matching email?
Notis reports that no reliable match was available and shows the identifiers it could use.
Does this change either system?
No. It retrieves DPD customer data and reports the comparison.
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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No card. Works with personal or business Dpd2.