Review DPD purchase context alongside opportunity changes
When an opportunity changes, gather purchase records for a period you specify and review the results alongside the Salesforce update.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Opportunity reviews can miss purchase context when it lives in a separate system and takes extra steps to retrieve.
- Retrieve DPD purchases when an opportunity is created or updated.
- Focus the report on a date window supplied in the instruction.
- Reduce context switching during opportunity review.
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 the date window you specify and summarize relevant context for review.
- 3Pick the New or Updated Opportunity trigger.
- 4Choose where run reports should go, then test with one real opportunity update.
Questions about this workflow
Can it tell which purchase belongs to the opportunity?
Only if the returned purchase data and opportunity details provide a reliable shared identifier. Otherwise, the report should present the purchase results as general context, not a confirmed link.
Can the report use a date window?
Yes. DPD purchase listing supports optional date filters and pagination. Specify the period in your instruction.
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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