Pair completed Salesforce tasks with a DPD purchase review
After a Salesforce task is completed, bring the DPD purchase list for your chosen period into a report for follow-up.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Completing a customer task can still leave the next purchase review waiting in a separate system.
- Use task completion as a timely cue to review purchases.
- Get a concise view of purchase activity for a defined period.
- Keep follow-up context in the report channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dpd2 once in the Notis portal.
- 2Create an automation by asking Notis to retrieve DPD purchases for a specified date window after a task completes and summarize the results.
- 3Pick the Task Created or Completed trigger and choose the completed status behavior supported by that trigger.
- 4Choose where run reports should go, then test with one real completed task.
Questions about this workflow
Does the trigger run for every task?
The event can trigger when a task is created or when its status changes to Completed, and supports optional filtering by task status or subject. Specify the desired behavior when setting it up.
Can it prove the purchases belong to the task's contact?
Only when the returned data includes a reliable identifier that also appears in the task context. Without that, it can report purchase activity for review but cannot confirm a relationship.
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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