Resolve customer identity from every note
Stop guessing which customer a note belongs to when the record spans systems.
Trigger
New Note Received Trigger
Triggered when a new note 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
Notes can be clear to the author but hard for others to connect to the right customer record.
- Reduce duplicate records
- Make handoffs clearer
- Expose missing identifiers
Setup
Build it in a few focused steps.
- 1Connect both apps in the Notis portal.
- 2Create an automation that searches DPD customers using identifiers from each new Pipedrive note and reports matches or ambiguity.
- 3Select New Note Received as the trigger.
- 4Choose a report channel and test with one note.
Questions about this workflow
What happens with multiple matches?
Notis lists the possible matches and explains which detail would disambiguate them.
Can it search all customers?
It can use the DPD customer listing with the available filters and pagination.
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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