Spot possible existing DPD customers among new leads
Check whether a new lead may already be represented in the DPD customer list before deciding on the next step.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A lead may already be a customer in another system, but checking that manually adds another search to the follow-up routine.
- Surface possible customer overlap when a lead arrives.
- Give sales a useful review cue before follow-up.
- Keep the check close to the moment the lead is created.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dpd2 once in the Notis portal.
- 2Create an automation by asking Notis to compare new lead details with DPD customers and report possible overlaps.
- 3Pick the New Lead Trigger.
- 4Choose where run reports should go, then test with one real lead.
Questions about this workflow
Can it determine whether a lead is definitely a customer?
It can compare details present in the lead and returned customer records. Treat matches as candidates for review, especially if identifiers are incomplete or shared.
Can this workflow update Salesforce lead status?
No. The listed DPD actions only retrieve or verify data, and no Salesforce action is available here.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Storefronts
Tool to list all storefronts in your dpd account. use after authenticating to fetch storefront details before managing products or purchases.
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.
List Subscribers
Tool to list subscribers for a given storefront. use when you need a paginated and filtered list of subscribers after storefront setup.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
DPD: Ping API
Tool to ping the api to check its status. use when verifying api connectivity before further operations.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Dpd2, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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