Connect Salesforce to Dpd2

When something happens in Salesforce, Notis takes the next step in Dpd2. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Dpd2

View example

Check DPD customers when Salesforce accounts change

When a Salesforce account changes, compare its known customer details with DPD customer records and report possible matches or missing records.

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Check DPD subscribers when a Salesforce contact is added

When Salesforce creates a contact, check the chosen DPD storefront's subscriber list for a possible match and report what needs review.

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Check new Salesforce leads against DPD customers

Use a new lead as a prompt to look for a possible existing DPD customer and report any match for follow-up.

View example

Add DPD purchase context to opportunity updates

When a Salesforce opportunity changes, retrieve DPD purchase records for the relevant period and summarize available buying context for review.

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Check DPD purchases after Salesforce tasks complete

When a Salesforce task is completed, retrieve DPD purchases for a specified period and send a concise review of available purchase activity.

View example

Get a scheduled DPD storefront directory

On a recurring schedule, retrieve DPD storefronts and send a short directory with available storefront details for review.

View example

Check DPD API availability on a schedule

Run the DPD API ping on a recurring schedule and report whether the API responds, giving you a simple connectivity check.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Dpd2. A trigger fires from one place; an action lands in another.

Salesforce 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

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

List Storefronts

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

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

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

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

DPD: Ping API

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

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.